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Auto-Increase & Override Sale Price on Purchase Orders (Beta)

Control when Sale Prices increase automatically — and when your team can manually override them.

Updated today

Overview

When Auto-increase Sale Price based on COGS is enabled, Digitail automatically increases a product’s Sale Price if updated COGS (Cost of Goods Sold) and recommended markup result in a higher price.

If needed, authorized users can manually override that calculated price directly on the purchase order using the Override Price option.


This article explains:

  • How Auto-increase Sale Price based on COGS works

  • How to enable or disable it

  • How to manually override Sale Price and Markup % on a purchase order

  • What happens if a user does not have override permission


Before You Begin

Required Permissions

To work with purchase order pricing:

  • View Orders

  • Create Orders

  • Edit Orders

  • Override Sale Prices on Orders (required to manually override price)

  • Access Administration Settings (required to change clinic preferences)

If you cannot see the Override Price option, contact your clinic Administrator.


Required Setup

The following must be active:

  1. Clinic preference: Auto-increase Sale Price based on COGS

  2. User permission: Override Sale Prices on Orders


How Auto-Increase Sale Price Works

When enabled:

  • Digitail automatically calculates Sale Price and Markup % based on:

    • Updated COGS

    • Product’s recommended markup

  • If the new calculated price is higher than the current Sale Price → the system applies this increases.

  • If the calculated price is lower → the system does not decrease the sale price.

  • Sale Price and Markup % fields are locked unless overridden.

💡 This protects your clinic’s margins when supplier costs increase.


How to Enable Auto-Increase Sale Price

  1. Go to Administration

  2. Select Clinic Profile

  3. Open the Preferences tab

  4. Find Auto-increase Sale Price based on COGS

  5. Toggle it ON

  6. Clive Save

clinic preference auto-increse sales price

How to Override Sale Price on a Purchase Order

Use this when you need to manually adjust pricing for a specific order line.

Step-by-Step

  1. Go to Inventory

  2. Select Orders

  3. Click Add New Order or open an existing draft order

  4. Add or locate an item

  5. Click the Override Price checkbox next to Sale Price

  6. Edit:

    • Sale Price

    • Markup %

  7. Save the order (or allow auto-save)

price override on order

What Happens When You Enable Override Price

  • Sale Price and Markup % become editable

  • The override or change applied cannot be reverted

  • If the order status becomes Received, the price override cannot be changed

⚠️ Once enabled, Override Price cannot be unchecked for that product line.


What If a User Does Not Have Override Permission?

If a user does not have Override Sale Prices on Orders:

  • The Override Price checkbox is not visible

  • Sale Price and Markup % remain read-only

  • A tooltip explains that pricing is auto calculated

This ensures pricing consistency and prevents unauthorized margin changes.

Add a screenshot here showing locked fields.


When Should You Use Override Price?

Common use cases:

  • Temporary promotional pricing

  • Supplier rebates or one-time discounts

  • Manual margin adjustments for specific products

  • Correcting edge cases where recommended markup doesn’t apply

If you regularly need overrides, review your product’s recommended markup settings instead.


Important Limitations

  • Auto-increase only raises prices — it never lowers them.

  • Override is applied per product line, not globally.

  • Price Override cannot be reverted once enabled.


Related Articles

  • Purchase Orders (NIR) Overview

  • Clinic Preferences

  • User Roles and Permissions

  • Shopping List

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