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.

Edit

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

3.

Cost

Grant access to the view products cost

4.

ImageEditor

Grant access to input or edit image of products

5.

BarcodePrintingRestriction

Restrict to create a barcode of products

6.

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

2.

Date

Grant access to edit transaction date in all section

3.

Number

Grant access to edit transaction number in all section

4.

Sales Person

Grant access to create a sales order

5.

Return

Grant access to return button on sell

6.

Discount

Grant access to the discount button on the sell

7.

UnitPriceEditor

Grant access to edit unit price on sell

8.

TaxRestriction

Restrict access to tax button on sell

9.

CustomerInputLock

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

10.

PaymentRestriction

Restrict access to the pay button on the sell

11.

PriceVisibleRestriction

Restrict access to view unit price

12.

PriceMinimum

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

13.

EmailRestriction

Restrict access to send invoice email

14.

DeleteItemRestriction

Restrict access to delete an item on the selling cart

15.

ShippingRestriction

Restrict access to shipping button on sell

16.

PaymentCodeLock

Restrict access to input payment code on sell

17.

CreditSalesLock

Restrict access to lock sales by credit on sell

18.

BundlingPrice

Restrict access to bundling price all of the products on sell

19.

Delete

Grant access to delete the "Sell" section

20.

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.

Edit

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

3.

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.

VoidInvoices

Grant access to void "Orders"

3.

ReprintRestriction

Restrict access to reprint invoice

9. Payment

No

Roles Name

Description

1.

View

Grant access to view the "payment" section

2.

Add

Grant access to add "payment" section

3.

Edit

Grant access to edit "payment" section

10. Inventory

No

Roles Name

Description

1.

View

Grant access to view the "inventory" section

2.

Edit

Grant access to edit "inventory" section

11. Debt

No

Roles Name

Description

1.

View

Grant access to view the "Debt" section

2.

Create

Grant access to create "Debt" section

12. Adjustment

No

Roles Name

Description

1.

View

Grant access to view the "adjustment" section

2.

Add

Grant access to add "adjustment" section

2.

Edit

Grant access to delete "adjustment" section

4.

Approval

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

13. Buy

No

Roles Name

Description

1.

Create

Grant access to create a transaction on Buy

2.

Edit

Grant access to add, edit or delete on Buy

3.

DateEditor

Grant access to edit invoice date on Buy

4.

Approval

Grant access to confirm a request on Buy

5.

ShippingRestriction

Restrict access to shipping on Buy

14. Delivery

No

Roles Name

Description

1.

View

Grant access to view the "delivery" section

2.

Add

Grant access to add new on "delivery"

3.

Edit

Grant access to change or delete on "delivery"

4.

DeliveryRequestEditor

Restrict to get access to Request, Approve, Dispatch, Receive on "delivery"

5.

DeliveryApproval

Restrict to approve the request on "delivery"

6.

DateEditor

Restrict to edit invoice date on "delivery"

7.

DeliveryReceiver

Restrict to receive when items have been delivered on "delivery"

15. Manufacture

No

Roles Name

Description

1.

Create

Grant access to create "manufacture"

16. Prepaid Package

No

Roles Name

Description

1.

View

Grant access to view the "Prepaid Package" section

2.

Edit

Grant access to add, edit and delete on "Prepaid Package"

3.

TreatmentIncentive

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

4.

SharePackageEditor

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

5.

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.

Edit

Grant access to add, edit or delete "Promotion"

3.

Coupon

Grant access to get view coupon promotion tab

4.

Pricebook

Grant access to get view price-book tab

6.

PricebookEditor

Grant access to edit price book

18. Accounting

No

Roles Name

Description

1.

View

Grant access to the "Accounting" section

2.

Edit

Grant access to change or delete a journal on "Accounting"

3.

Add

Grant access to add Chart of Account or journal "Accounting"

4.

Report

Grant access to the view reports section

5.

Ledger

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

6.

EmptyOutlet

Grant access to show all outlets on "Accounting"

7.

ClosingEditor

Grant access to do closing on "Accounting"

19. Users

No

Roles Name

Description

1.

View

Grant access to the "Users" section

2.

Add

Grant access to create a new user

3.

UserIPRestriction

Restrict user from login, where IP not in the configuration

4.

Group

Restrict access to a user group

5.

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

21. Setup

No

Roles Name

Description

1.

View

Grant access to the "Setup" section

2.

Webhook

Grant access to get a webhook tab in more menu

3.

Developer

Grant access to get developer tab in more menu

22. DevTools

No

Roles Name

Description

1.

Edit

Grant access add, edit, or delete on "Dev Tools"

23. Tools

No

Roles Name

Description

1.

Edit

Grant access to add, edit, or delete on "Tools"

24. Calendar

No

Roles Name

Description

1.

View

Grant access to the "Calendar" section

25. Service

No

Roles Name

Description

1.

View

Grant access to the "Service" section

26. Activity

No

Roles Name

Description

1.

View

Grant access to the "Activity" section

27. 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

28. Customer Display

No

Roles Name

Description

1.

View

Grant access to the "Customer Display" section

29. Kitchen Display

No

Roles Name

Description

1.

View

Grant access to the "Kitchen Display" section

30. Global

No

Roles Name

Description

1.

Editor

Grant all access to edit all active section

2.

Export

Grant all access to export all active section

31. 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

32. BIR

No

Roles Name

Description

1.

View

Grant access to "BIR" section fo export Daily Report and Shift List

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