User Roles Description

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 :

Dashboard
Products
Estimate
Shift
Sell
Report
Contacts
Orders
Payment
Debt
Inventory
Adjustment
Buy
Logistic
Manufacture
Prepaid Package
Promotion
Accounting
Users
Outlets
Setup
Service
My Profile
Global
Apps

Step 1 :

Go to Users - Groups - Choose admin

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.

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