Client Background
A leading retail business approached us after deciding to implement Quanto ERP. During the post-sales requirement discussion, our Installation Head spoke with the client to understand their business processes and any special operational needs before the software went live.
The Challenge
The client had once been the only major player in their market. As new competitors entered the region, they began undercutting prices with surprising accuracy.
The client strongly believed that their product cost and profit margins were somehow being exposed. Since multiple employees involved in inventory management had access to sensitive pricing information, they no longer felt confident that their business data was secure.
Their primary requirement was simple but critical:
"I want my staff to manage inventory efficiently, but no one should have access to my cost price and profit margins unless absolutely necessary."
Our Solution
After understanding the client's concern, our development team designed a secure, role-based workflow that separated responsibilities across three different users.
Stage 1: Inventory Entry
The first user is responsible only for inventory creation.
Their responsibilities include:
- LR Entry
- Purchase Entry
- Product Creation
- Cost Price Entry
Once these tasks are completed, their workflow ends. They cannot proceed to pricing, barcode generation, or sales-related functions because their access is completely restricted.
Stage 2: Pricing & Margin Management
A second, trusted employee is given access to cost prices.
This user:
- Reviews product costs
- Sets the selling price
- Defines the required profit margin
Since this role has access to confidential financial information, it is assigned only to a reliable and authorized person within the organization.
Stage 3: Barcode Generation
The third user handles product labeling.
This employee:
- Can view only the final selling price
- Cannot view the cost price
- Cannot view the profit margin
- Generates and prints product barcodes
This ensures that operational staff can complete their work without ever accessing sensitive pricing information.
The Result
The client was highly satisfied with the proposed workflow. By separating responsibilities and restricting access at every stage, they regained confidence that their pricing strategy would remain confidential.
With this customized role-based access solution implemented in Quanto ERP, the client successfully went live and continues to manage inventory securely while protecting one of their most valuable business assets—their pricing strategy.
Key Benefits
- Complete confidentiality of cost price and profit margins
- Role-based access for improved security
- Reduced risk of internal information leakage
- Clear separation of responsibilities
- Secure inventory and pricing workflow
- Increased trust in daily business operations