DealPOS system offers many different roles that will later be used to give or restrict access from users contained on to DealPOS link that 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 explanation for each role contained on DealPOS

1. Dashboard

No

Roles Name

Description

1.

Weekly Sales

Grant access to view "Weekly Sales" chart

2. Products

No

Roles Name

Description

1.

View

Grant access to the view products section

2.

Create

Grant acess to create "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 image of products

6.

BarcodePrintingRestriction

Restrict to create a barcode of products

7.

Delete

Grant access to 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, edit the previous "Shift" section

3.

Create

Grant access to create previous "shift" section

4.

Delete

Grant access to delete 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 number in all section

5.

Sales Person

Grant access to create a sales order

6.

Return

Grant access to 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 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 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 bundling price all of 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 main "report" section

2.

Advanced

Grant access to get full view "report" tab

3.

Profit

Grant access to show a profit on "report"

7. Contacts

No

Roles Name

Description

1.

View

Grant access to the "Contacts" section

2.

Create

Grant access to create "Contact" session

3.

Edit

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

4.

Delete

Grant access to delete "Contact" session

5.

LoyaltyPointEditor

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

8. Orders

No

Roles Name

Description

1.

View

Grant access to the "Orders" section

2.

SupplierBill

Grant access to "Orders" Supplier Bill section

3.

VoidInvoices

Grant access to void "Orders"

4.

ReprintRestriction

Restrict access to reprint invoice

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 "Payment" section

4.

Edit

Grant access to edit "Payment" section

10. Debt

No

Roles Name

Description

1.

View

Grant access to view the "Debt" section

2.

Create

Grant access to create "Debt" section

3.

Edit

Grant access to edit "Debt" section

4,

Delete

Grant access to "Delete" section

11. Inventory

No

Roles Name

Description

1.

View

Grant access to view the "inventory" section

2.

Edit

Grant access to edit "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

2.

Add

Grant access to add "Adjustment" section

4.

Edit

Grant access to delete "Adjustment" section

5.

Approval

Grant access to approve outlet delivery when the state is "Request"

13. Buy

No

Roles Name

Description

1.

Create

Grant access to access "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. Delivery

No

Roles Name

Description

1.

View

Grant access to view the "Delivery" section

2.

Create

Grant access to create the "Delivery" section

3.

Edit

Grant access to edit the "Delivery" section

4.

Delete

Grant access to delete the "Delivery" section

5.

Fullfilment

Grant access to "Delivery" Customer Delivery, Pick List Section section

6.

DeliveryRequestEditor

Restrict to get access to Request, Approve, Dispatch, Receive on "Delivery" section

7.

DeliveryApproval

Restrict to approve the request on "Delivery" section

8.

DateEditor

Restrict to edit invoice date on "Delivery" section

9.

DeliveryReceiver

Restrict to receive when items have been delivered on "Delivery" section

15. Manufacture

No

Roles Name

Description

1.

View

Grant access to View "Manufacture" section

2.

Create

Grant access to create "Manufacture" section

3.

Edit

Grant access to edit "Manufacture" section

4.

Delete

Grant access to delete "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 do make share package on "Prepaid Package"

7.

TreatmentNote

Grant access to give a note on treatment on "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 Reccuring 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 user from login, where IP not in the configuration

6.

Group

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 a data in "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 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 "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 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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