Create Orders without SKU/Price List

You have the ability to set the following permissions for your users: 

1. Create orders where SKU/price list selection is mandatory. This is the default setting that you are currently used to. 
2. Create orders where SKU/price list selection is optional. 
3. Inability to create orders altogether, but still have view-only access. 

Why did we build this? 

At a high level, admins should have the ability to select which of their users are able to access different parts of the system and perform specific actions within the system. This release is a first step towards having the ability to customize access permissions throughout CurbWaste.

The centerpiece of this release is the ability to create orders without a SKU/price list selected. Here are a few situations where this feature would shine: 

• A CSR may not have all of the information on hand to price a customer accurately but still needs to create that order to keep the day-to-day operations accurate and running
• The ultimate pricing decision is with the biller, who does not input orders into the system  

Setting up Permissions

Order-level access permissions will be set up in the Team section of CurbWaste. Here you will have the ability to manage your users' permissions.

After clicking the Manage link, you will be able to set the order permissions. If a user can create and edit orders, you can then select if price list/SKU is mandatory (yes) or optional (no) for this user. 

If No is selected for creating and editing orders, then the price list/SKU options are grayed out. 

Order without Price List/SKU Workflow

With this permission enabled, the steps for creating an order are exactly the same, save for the fact that price list/SKU is now an optional selection:  

After creating the order, the order information looks exactly the same in the Order Form with nothing under the pricing breakdown:

Billing

In order to generate invoices and bill orders that have no price list/SKU selection, a SKU will have to be selected prior to settling the order. You can do this by...

1. Editing the order, selecting a SKU, and saving
2. Clicking on the line item in Needs Action and selecting a SKU. 

This is what that line item looks like: 

After clicking, a side panel will appear, giving you the option to select the price list/SKU from a dropdown list:

Inability to Create or Edit Orders

If a user is set up with this permission, then the Create Order button will be grayed out and un-clickable: 

The Duplicate, Edit, and order actions menu will be un-clickable as well:

Updated: 2/2/25