HubSpot Ideas

LWu_CMS

Limit modifications to line item prices and only allow access to the discount features on deal

This appears to be more of a user behaviour issue rather than a feature one. However, let's submit the idea to explore the possibility of introducing a feature to address and correct this user behaviour.

 

Upon observation, we noticed that users tend to modify the line item price through the deal right-sidebar, line item section.

LWu_CMS_1-1711383971119.png

 

Instead of applying the discount, users primarily adjust the price.

LWu_CMS_0-1711383460650.png

 

It seems that altering the price is causing product information, such as SKU and description, to disappear. As these values are linked to the price in the Product Catalog, editing the price during line item entry appears to remove the product info from the line item.

This leads to incomplete data in the line item report when checking based on the SKU or other information.

Therefore, I propose restricting modifications to line item prices and only allowing access to the discount features on the deal. This would help prevent incorrect user behaviour and ensure accurate line item reporting.

1 Reply
NAbruzzo
Member

This is a great idea. We tend to have a problem with junior-level employees doing the discount for a line item in the Unit Price column instead of the Unit Discount column. Regardless of how many times we go over this with them, create videos to highlight how to discount properly, etc., being able to limit these fields would be very helpful.