Currently, to convert a quote to a customer order in POS, we have to first recall the quote and click edit order, which then triggers the "Edit Customer Order" operation. Due to this process, we are not able to differentiate the edit customer order operation and sales order creation from quote processes.
Business Requirement:
Cashiers must not be able to edit existing customer orders, but they should be able to convert quotes to customer orders and edit quotes as part of the standard quote-to-order process.
Current Limitation:
Currently, there is no possible way from a standard application to differentiate the processes, since both the process of editing a customer and the conversion of a quote to an order use the same operation 'Edit customer order.'
Proposed Solution:
The system should differentiate between:
- Converting a quote to a customer order - This should use a separate operation or permission that cashiers can be granted
- Editing an existing customer order - This should continue with the "Edit Customer Order" permission
Alternatively, provide a separate permission setting like "Convert Quote to Customer Order" that can be granted independently of "Edit Customer Order" permissions.
Additional Context:
Currently, due to this lack of process seperation there is no workaround within the standard configuration to restrict editing customer orders and maintain proper security controls while allowing the quote-to-order workflow to function smoothly.