Introduction
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The table below gives a detailed overview of what each permission level can do in the system:
Browser | Manager | Admin | Superuser | |
|---|---|---|---|---|
View inventory | Yes | Yes | Yes | Yes |
Run reports | Yes | Yes | Yes | Yes |
Ship and receive shipments | No | Yes | Yes | Yes |
Adjust inventory | No | Yes | Yes | Yes |
Create purchase orders | No | Yes | Yes | Yes |
Roll back shipments | No | No | Yes | Yes |
Create products | No | No | Yes | Yes |
Create users | No | No | Yes | Yes |
Create stock lists | No | No | Yes | Yes |
Create locations | No | No | Yes | Yes |
Create people | No | No | Yes | Yes |
Import data | No | No | Yes | Yes |
Roll back receipts | No | No | No | Yes |
Edit/Delete transactions | No | No | No | Yes |
There are two additional permissions that can can be added to the base permissions above:
Financial user - can see pricing data in the system. If you do not have this permission, all pricing data will be blurred out or show as zero
Approver - can approve and place a PO; can edit or rollback a PO after it is placed
Invoice User
Administrators can also set the type of notification emails the user will get. Users who do not have notifications added will not receive emails.
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Financial user - Add this role in the default space for any user that you want to be able to see the unit cost of items in the system. Users without this permissions will see all costs blurred out.
Approver - Add this role for any user that will have permission to place or rollback POs
2. Add email alert subscriptions:
Error notification
Expiry notifications
Feedback notifications
Low stock notifications
Order notifications
All stock notifications
Overstock notifications
Product notifications
Reorder notifications
All shipment notifications
Out of stock notifications
User notifications
Choose a Default Location:
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