Restrict Editing Sales Prices on Sales Invoice + Bulk Import & Tracking of Sales Price Changes

1

One of our clients has a specific requirement where:

  1. Sales prices should be fixed as per defined price lists or item records.
  2. The user who creates Sales Invoices should not be allowed to change the price during invoice creation.

Is there a way in Manager.io to lock sales prices so they cannot be edited by certain users, especially during invoicing?

Secondly, we would like to:

  • Import or update sales prices in bulk for all inventory items (e.g., via spreadsheet).
  • Track the history of sales price changes—so we can refer back to when and how item prices were revised.

Are there any built-in tools or recommended workflows for this? Any guidance on how others are handling this would be appreciated.

2

  1. Accounting software tracks item cost not item sales price.

  2. This isn’t possible in Manager. You can create an input form of some type that accepts all Sales Invoice data fields minus unit price, then use automation to look up the fixed price before creating the Sales Invoice in Manager. Tools like n8n can do this.

  3. Bulk imports are possible if you use the column format Manager accepts. Either use Excel PowerQuery or simple Python scripts to do the transformation.

  4. Use another tool to enforce the sales unit price as in 2. Otherwise spend a lot of time to read through History.