DealPOS system offers many different roles for users that later on can be used to give or restrict access from users contained on to DealPOS link uses.

At present DealPOS has roles with a new UI-friendly look, which makes it easy for you to do my role settings for your user group.

The following steps below are the explanations for each role that contained on DealPOS.

Table of Content :

  1. Dashboard

  2. Products

  3. Estimate

  4. Shift

  5. Sell

  6. Report

  7. Contacts

  8. Orders

  9. Payment

  10. Debt

  11. Inventory

  12. Adjustment

  13. Buy

  14. Logistic

  15. Manufacture

  16. Prepaid Package

  17. Promotion

  18. Accounting

  19. Users

  20. Outlets

  21. Setup

  22. Service

  23. My Profile

  24. Global

  25. Apps

Step 1 :

Go to Users - Groups - Choose admin

User Roles Description

Step 2:

In this part, you will see all of the rules that you can choose.

Example : What admin can have access to. So, it depends on our needs.

User Roles Description

User Roles Description
User Roles Description

1. Dashboard

No

Roles Name

Description

1.

Weekly Sales

Grant access to view the "Weekly Sales" chart

2. Products

No

Roles Name

Description

1.

View

Grant access to the view products section

2.

Create

Grant access to create the "Products" section

3.

Edit

Grant access to add, edit and delete data in the products section

4.

Cost

Grant access to the view products cost

5.

ImageEditor

Grant access to input or edit images of products

6.

BarcodePrintingRestriction

Restrict to create a barcode of products

7.

Delete

Grant access to the delete products section

3. Estimate

No

Roles Name

Description

1.

Create

Grant access to view the "Estimate" section

2.

Edit

Grant access to add, edit and delete data in the "Estimate" section

3.

Delete

Grant access to delete estimate section

4. Shift

No

Roles Name

Description

1.

View

Grant access to view the "Shift" section

2.

Edit

Grant access to add, and edit the previous "Shift" section

3.

Create

Grant access to create the previous "shift" section

4.

Delete

Grant access to delete the previous "shift" section

5. Sell

No

Roles Name

Description

1.

Create

Grant access to view the "Sell" section

2.

Edit

Grant access to an edit Invoice order

3.

Date

Grant access to edit transaction date in all section

4.

Number

Grant access to edit transaction numbers in all section

5.

Sales Person

Grant access to create a sales order

6.

Return

Grant access to the return button on sell

7.

Discount

Grant access to the discount button on the sell

8.

UnitPriceEditor

Grant access to edit unit price on sell

9.

PricebookSelector

Grant access to select Pricebook "Select" section

10.

TaxRestriction

Restrict access to the tax button on sell

11.

CustomerInputLock

Restrict access to input customer by typing in sell (can still be inputted by scanning the member code)

12.

PaymentRestriction

Restrict access to the pay button on the sell

13.

PriceVisibleRestriction

Restrict access to view unit price

14.

PriceMinimum

Restrict access to sell/buy the product below the specified price

15.

EmailRestriction

Restrict access to send invoice email

16.

DeleteItemRestriction

Restrict access to delete an item on the selling cart

17.

ShippingRestriction

Restrict access to the shipping button on sell

18.

PaymentCodeLock

Restrict access to input payment code on sell

19.

CreditSalesLock

Restrict access to lock sales by credit on sell

20.

BundlingPrice

Restrict access to the bundling price of all the products on sell

21.

Delete

Grant access to delete the "Sell" section

22.

Commission

Grant access to assign commission for Sales Person

6. Report

No

Roles Name

Description

1.

View

Grant access to view the main "report" section

2.

Advanced

Grant access to get full view "report" tab

3.

Profit

Grant access to show a profit on the "report"

7. Contacts

No

Roles Name

Description

1.

View

Grant access to the "Contacts" section

2.

Create

Grant access to create a "Contact" session

3.

Edit

Grant access to add, edit or delete data on the "contacts" section

4.

Delete

Grant access to delete the "Contact" session

5.

LoyaltyPointEditor

Grant access to edit customer's loyalty points on "contacts"

8. Orders

No

Roles Name

Description

1.

View

Grant access to the "Orders" section

2.

SupplierBill

Grant access to the "Orders" Supplier Bill section

3.

VoidInvoices

Grant access to void "Orders"

4.

ReprintRestriction

Restrict access to reprint invoice

5.

NoteEditor

Grant access to add note in invoice info

9. Payment

No

Roles Name

Description

1.

View

Grant access to view the "Payment" section

2.

Create

Grant access to create the "Payment" section

3.

Add

Grant access to add the "Payment" section

4.

Edit

Grant access to edit the "Payment" section

5.

Delete

Grant access to delete "Payment" section

6.

PaymentDateEditor

Grant access to Edit "Payment" Date

10. Debt

No

Roles Name

Description

1.

View

Grant access to view the "Debt" section

2.

Create

Grant access to create the "Debt" section

3.

Edit

Grant access to edit the "Debt" section

4.

Delete

Grant access to the "Delete" section

11. Inventory

No

Roles Name

Description

1.

View

Grant access to view the "inventory" section

2.

Edit

Grant access to edit the "inventory" section

12. Adjustment

No

Roles Name

Description

1.

Create

Grant access to create the "Adjustment" section

2.

View

Grant access to view the "Adjustment" section

3.

Edit

Grant access to delete the "Adjustment" section

4.

Approval

Grant access to approve transfer orders when the state is "Request"

5.

Delete

Grant access to delete "Adjustment" section

13. Buy

No

Roles Name

Description

1.

Create

Grant access to access the "Buy" Section

2.

Edit

Grant access to edit Purchase

3.

Delete

Grant access to delete a transaction on "Buy"

4.

DateEditor

Grant access to edit invoice date on "Buy"

5.

Approval

Grant access to confirm a request on "Buy"

6.

ShippingRestriction

Restrict access to shipping on "Buy"

14. Logistic

No

Roles Name

Description

1.

View

Grant access to view the "Logistic" section

2.

Create

Grant access to create the "Logistic" section

3.

Edit

Grant access to edit the "Logistic" section

4.

Delete

Grant access to delete the "Logistic" section

5.

Outbound

Grants access to Outbound logistics section

6.

TransferOrderEditor

Give Access to Edit Transfer Order when the state is REQUEST

7.

TransferOrderApproval

Grants access to Approve Transfer Order

8.

TransferDateEditor

Grant access to edit Transfer Order Date

9.

TransferOrderReceiver

Grant access to edit Transfer Order Date

15. Manufacture

No

Roles Name

Description

1.

View

Grant access to View "Manufacture" section

2.

Create

Grant access to create the "Manufacture" section

3.

Edit

Grant access to edit the "Manufacture" section

4.

Delete

Grant access to delete the "Manufacture" section

16. Prepaid Package

No

Roles Name

Description

1.

View

Grant access to view the "Prepaid Package" section

2.

Create

Grant access to create the "Prepaid Package" section

3.

Edit

Grant access to edit the "Prepaid Package" section

4.

Delete

Grant access to delete the "Prepaid Package" section

5.

TreatmentIncentive

Grant access to add incentive for doctors on "Prepaid Package"

6.

SharePackageEditor

Grant access to make share package on "Prepaid Package"

7.

TreatmentNote

Grant access to give a note on treatment on the "Prepaid Package"

17. Promotion

No

Roles Name

Description

1.

View

Grant access to view the "Promotion" section

2.

Create

Grant access to create the "Promotion" section

3.

Edit

Grant access to edit the "Promotion" section

4.

Delete

Grant access to delete the "Promotion" section

5.

Coupon

Grant access to get view coupon promotion tab

6.

Pricebook

Grant access to get view price-book tab

18. Accounting

No

Roles Name

Description

1.

View

Grant access to view the "Accounting" section

2.

Create

Grant access to create the "Accounting" section

3.

Edit

Grant access to edit the "Accounting" section

4.

Delete

Grant access to delete the "Accounting" section

5.

Report

Grant access to the view reports section

6.

Ledger

Grant access to view flow in/out of Chart of Account on General Ledger

7.

EmptyOutlet

Grant access to show all outlets on "Accounting"

8.

ClosingEditor

Grant access to do closing on "Accounting"

9.

Advanced

Grant access to do advance settings on "Accounting"

10.

Recurring

Grant access to do Recurring on "Accounting"

19. Users

No

Roles Name

Description

1.

View

Grant access to the "Users" section

2.

Create

Grant access to create the "Users" section

3.

Edit

Grant access to edit the "Users" section

4.

Delete

Grant access to delete the "Users" section

5.

UserIPRestriction

Restrict users from login, where IP is not in the configuration

6.

Groups

Restrict access to a user group

7.

LoginTimeRestriction

Restrict login time for the user according to your setting

20. Outlets

No

Roles Name

Description

1.

View

Grant access to the "Outlets" section

2.

Create

Grant access to create the "Outlet" section

3.

Edit

Grant access to edit the "Outlet" section

4.

Delete

Grant access to delete the "Outlet" section

21. Setup

No

Roles Name

Description

1.

View

Grant access to view the "Setup" section

2.

Create

Grant access to create data in the "Setup" section

3.

Edit

Grant access to edit data in "Setup" section

4.

Delete

Grant access to delete data in "Setup" section

5.

Webhook

Grant access to get a webhook tab in more menu

6.

Developer

Grant access to get the developer tab in more menu

22. Service

No

Roles Name

Description

1.

View

Grant access to the "Service" section

23. My Profile

No

Roles Name

Description

1.

View

Grant access to view the "My Profile" section

2.

Notification

Grant access to get any notification on your link

3.

Subscription

Grant access to view subscription

4.

Activity

Grant access to the "Activity" session

24. Global

No

Roles Name

Description

1.

Export

Grant all access to export all active section

25. Apps

No

Roles Name

Description

1.

Marketplace

Grant access to integration of your DealPOS account with the marketplace (Shoppee, Tokopedia, etc)

2.

Jurnal

Grant access to integrate your DealPOS account with Jurnal. id

3.

Tools

Grant access to Tools

4.

CustomerDisplay

Grant access to CustomerDisplay

5.

OrderDisplay

Grant access to OrderDisplay


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