Allowing and Restricting Salesperson Permissions

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Table of Contents

Overview

Salesperson Permissions for PO Receiving, Store Transfer, and Inventory Adjustment

Salesperson Permissions for Refunds, Voids, Exchanges, and Canceling Saved Orders

Salesperson Permissions for Price and Discount Editing in POS

 

Overview

You can enable access or restrict what actions your salespersons can perform, including purchase orders, store transfers, inventory adjustments, providing refunds, voids, and exchanges, and editing of prices and discounts in POS.

 

Salesperson Permissions for PO Receiving, Store Transfer, and Inventory Adjustment

1. In the left navigation menu, select Employees--->Permissions.

2. On this page, you may select which actions you would like to allow and restrict for your employees whom were assigned a Salesperson role (set in the General tab for each employee). Simply check the box of the action you would like to enable for your salespersons and leave unchecked the box of the action you would like to restrict for them. 

  • If at least 1 checkbox from these 3 options is checked, salespersons may log in to Back Office and have access to whichever action(s) they were provided access for, via the Back Office Inventory menu. They will not have access to anything else in Back Office, except for the Logout option.
  • If all 3 options are unchecked, salespersons will not have any access to Back Office. 
  • If the Allow Store Transfer box is checked: While performing store transfers, all stores will be displayed for salespersons in the ‘Store Out,’ drop-down (stores that are transferring items from), but only store(s) that a specific salesperson is assigned to (from their employee settings) will be displayed in the ‘Store In’ drop-down (stores that are transferring items to).
  • If the Allow PO Receiving box is checked: While performing purchase orders, all vendors will be displayed for salespersons in the ‘Vendors’ drop-down (for choosing vendor that received item(s) from), but only store(s) that a specific salesperson is assigned to will be displayed in the ‘Store In’ drop-down (for choosing the store that has received the purchase order).
  • If the Allow Inventory Adjustment box is checked: While performing adjustments, all vendors will be displayed for salespersons in the ‘Vendors’ drop-down (for choosing vendor of item(s) being adjusted), but only store(s) that a specific salesperson is assigned to will be displayed in the ‘Store In’ drop-down (for choosing the store the adjusted item is in).

 

Salesperson Permissions for Refunds, VoidsExchanges, and Canceling Saved Orders

1. In the left navigation menu, select Employees--->Permissions.

2. On this page, you may select which actions you would like to allow and restrict for your employees whom were assigned a Salesperson role (set in the General tab for each employee). Simply check the box of the action you would like to enable for your salespersons and leave unchecked the box of the action you would like to restrict for them. 

  • If the Allow Refunds box is unchecked: The "Refund" button will not appear on the Order Details screen for Salesperson employees in POS.
  • If the Allow Voids box is unchecked: The "Void" button will not appear on the Order Details screen for Salesperson employees in POS.
  • If the Allow Exchanges box is unchecked: The "Exchange" button will not appear on the Order Details screen for Salesperson employees in POS.
  • If the Allow Cancel Saved Orders box is unchecked: The "Cancel" button will not appear on the Order Details screen of saved orders for Salesperson employees in POS.

 

Salesperson Permissions for Price and Discount Editing in POS

1. Go to Employees--->Employee List from the left navigation menu.

2. Select the employee you want to restrict from editing prices and discounts in POS.

3. In the General tab for that employee, select Salesperson from the Role drop-down (if wasn't already selected).

4. A checkbox will appear that says Allow price and discount editing on POS. Uncheck the box if you would like to restrict the employee from editing prices and giving discounts for customers in POS on their own. They will only be able to if the PIN of a Sales Manager or Administrator is entered. 

  • If the box is left blank, the employee will be able to edit prices and provide discounts for customers on their own. 

 

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