ANTE User Manual

Item Prices and Price Alerts

Ante remembers the price every item was bought and sold for, straight from your documents. Use it to quote with confidence, to spot a supplier raising prices, and to keep your supplier price lists up to date — without anything changing behind your back.

Info

A price is recorded when a Final quotation, a Sales Order or a Purchase Order is issued. A voided document drops out of the history. "Changed" always means: compared with the last price for the same item from the same customer or supplier in the same currency — prices in different currencies are never converted and compared.

The Prices Tab on an Item

Open Assets → Items, click an item and choose the Prices tab.

  • Latest prices — the last price it was bought for and sold for, one card per currency, with the partner, the document and the date.
  • Price history — every recorded price, newest first: the date, Buy or Sell, the customer or supplier, the document number (click it to open the document), quantity, unit price, net price (after the line discount), currency and the equivalent in your main currency.
  • Filter by Buy / Sell, Customer / Supplier, Currency and Period. When nothing matches, use Clear Filters.
  • Price alerts sent — the alerts this item has triggered (see below).
Tip

You see purchase prices if you have a purchasing permission and selling prices if you have a sales permission. With only one of them, the tab says which prices are hidden.

Last Bought / Last Sold Hints on Documents

When you pick an item on a Quotation, Sales Order, Invoice or Purchase Order, a small line appears under its price — for example "Last bought ₱1,200.00 from Acme · PO-000013 · Oct 3, 2026". Sales documents show the last selling price (to the same customer when the form has one), purchase orders the last buying price from the same supplier, in the document's currency. When your price differs, the change is shown with its sign, such as (+12%). The hint is only a guide — it never blocks you.

The Price-Change Check

A company can check prices when a document is locked in. Set it per document type in Settings → Document Types → (type) → Rules → Price changes — for Quotation, Sales Order, Proforma Invoice and Invoice in Orders, and for Purchase Order in Assets:

  • Price-change check — Off, Flag (submit and keep the warnings on the form), Flag and review (also marks the form Needs review, so a workflow arrow can send it to an approver), or Block — a manager can override.
  • Flag a change of more than — a % (0 flags any change).
  • Which changes count — Rises, Drops, or Rises and drops.

After lock-in, a flagged form shows Price changed on N lines with one line per item, for example "Drill: up +12% vs PO-000013 (₱1,000.00 → ₱1,120.00)", and a Needs review badge for Flag and review.

Overriding a Blocked Price

  1. Submit the form
    With Block, the form shows Blocked by the price-change check and is not submitted.
  2. Click Override With a Reason
    Only managers see the button (full access, or a manager-level role). Others ask a manager.
  3. Enter the reason and click Override and Submit
    The form is submitted. The reason, your name and the time are kept on the form and in the audit log, and the form shows who overrode the check and why.
Tip

On a Final quotation approval, the reason is saved first — click Approve again to lock it in.

To route a workflow on prices, use a Process Builder arrow with When the price changed… (for example "went up" → Purchasing Manager approval).

Update Price List? (Purchase Orders)

A supplier's price list (Supplier Prices on the item) is the agreed price. A Purchase Order never changes it on its own. When an issued PO's prices differ from the list, the PO form (once locked) and the Purchase Order page show Update price list?.

  1. Click Review Differences
    Each differing line shows the PO price and the list price, labelled Higher than list, Lower than list, Not on the list or Other currency. Higher and lower lines are ticked for you.
  2. Tick the lines to update
    The PO's own price becomes the list price for the ticked items. Unticked lines keep their list price.
  3. Click Update Prices
    Ante shows what changed (old → new). Choose Not Now to leave the list as it is.

Each item is updated on its own. If the supplier's price list refuses an item, the result still shows the items that did go through, plus a warning such as "Couldn't update Drill — the supplier's price list was left as it was for them. Try again." Run Update price list? again to retry just those items.

Price Alerts

When a new Purchase Order buys an item dearer than the last PO from the same supplier (same currency), Ante tells the people quoting that item: the owner of every open quotation containing it (not Won, Lost, Cancelled or Expired) and the Sales Manager roles. The bell notification opens the quotation.

Set it up in Assets → Settings → Price Alerts:

  • Send price alerts — on or off.
  • Alert when the rise is more than — a % (0 alerts on any rise).
  • Tell the quotation owner — on or off.
  • Also tell these roles — pick roles, or leave empty to tell the roles named like "Sales Manager".

The same page lists Price alerts sent: when, the buy price change, the purchase, the quotation (click to open it) and who was told. To read the price-alert settings you need permission to see item prices (a purchasing or sales price permission) or company settings access; changing them needs company settings access.

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