User Roles Description

Customer Support DEALPOS
[Updated]

There are a lot of roles for users in using Deal POS system, it gives the owner/admin a wide range of option to limit other users' access and function in the system.

These are the user roles and its description respectively.

PAGE ROLES

 No  Roles Name
 Description
 1.  Products  Grant access to "Product" section.
 2.  Sell  Grant access to "Sell" section.
 3.  Report  Grant access to "Report" section.
 4.  Contacts  Grant access to "Contacts" section.
 5.  Orders  Grant access to "Orders" section.
 6.  Payment  Grant access to view daily invoice payment.
 7.  Debt  Grant access to "Debt" section.
 8.  Adjustment  Grant access to "Adjustment" section.
 9.  Inventory  Grant access to "Inventory" section.
 10.  Buy  Grant access to "Buy" section.
 11.  Delivery  Grant access to "Delivery" section.
 12.  Users  Grant access to "Users" section.
 13.  Outlets  Grant access to "Outlets" section.
 14.  Setup  Grant access to "Setup" section.
 15.  Promotion  Grant access to "Promotion" section.
 16.  BestSeller  Grant access to "BestSeller" section.
 17.  TopCustomers  Grant access to "TopCustomers" section.
 18.  SalesPerson  Grant access to "SalesPerson" section.
 19.  ReportAdvanced  Grant access to "ReportAdvanced" section.
 20.  PurchaseOrder  Grant access to "Purchase Order" section in the 'Orders' menu.
 21.  SalesTransaction  Grant access to "SalesTransaction" section.
 22.  Pricebook  
 23.  Activity  Grant access to  

FUNCTION ROLES

 No.  Roles Name
 Description
 1.  Chart  Grant access to "Chart" section.
 2.  Cost  Enable user to view the product's Unit Cost.
 3.  Dashboard  Grant access to "Dashboard" section.
 4.  Discount  Enable user to give Discount when Selling an Item.
 5.  Doctor  Grant access to update, add, delete in Treatmend administrator.
 6.  Export  Enable user to export records to CSV format.
 7.  Money  Grant access to "Record Expense & Receive Money" feature.
 8.  Return  Grant access to "Return" section.
 9.  Search  Grant access to "Search" section.
 10.  Profit  Grant access to see "Profit" section.
 11.  VoidInvoice  Enable user to take non permanent deleted invoice.

 FUNCTION EDITOR ROLES 

No  Roles Name  Description
 1.  GlobalEditor  Enable user to edit records (Invoice, Inventory, Delivery. etc)
 2.  DateEditor  Enable user to edit the date of the transaction (Sell, Buy, etc)
 3.  NumberEditor  Enable user to edit the invoice number of the transaction.
 4.  LoyaltyPointEditor  Enable user to edit the "Loyalty Point" of customers when editing the  customer's detail information.
 5.  DeliveryDateEditor  Enable user to edit the delivery date editor in warehouse menu delivery.
 6.  ShippingEditor  Enable user to fill address in Shipping button
 7.  UnitPriceEditor  Enable user to edit the product's Price when selling an item.
8.  PricebookEditor  Enable user to edit the pricebook Price when selling an item for pricebook

 ADD-ONS

 No  Roles Name  Description
 1.  Tools  Grant access to "Tools" section.
 2.  Manufacture  Grant access to "Manufacture" section.
 3.  Treatment  Grant access to "Treatment" section.
 4.  Service  Grant access to "Service" section.
 5.  Developer Tools  Grant access to "Developer Tools" section.
 6.  Monitor  Grant access to "Monitor" section.

 PROFILE ROLES

 No  Roles Name  Description
 1.  Profile  Grant user access to change their profile.
 2.  Subscription  Grant user access to view DealPOS subscription status.

 RESTRICTION

 No  Roles Name Description
 1.  CustomerInputLock  Lock user from using keyboard when filling customer name in Sell page.
 2.  UserIPRestriction  Lock user from login, whose IP Address not in configuration.
 3.  UserMACRestriction  Lock user from login, where MAC Address not in configuration
 4.  TodaysOrderOnly  Lock user from using transaction, Transactions can only be used only  today.
 5.  CreditSalesLock  Lock user from using CreditSales.
 6.  LoginTimeRestriction  Lock the user sign in dealpos base by time and days
 7.  PaymentRestriction  Lock user from using Payment, This setting give access to add payment in order.
 8.  RetrieveRestriction  Lock user from using Retrieve, This setting give access to edit and delete retrieve.
 9.  ReprintRestriction  Lock user from using Reprint, This setting lock user that cann't re-print transaction.
 10.  PriceMinimum  Lock user from using Minimum price. In sell page can't change product prices below the price of capital product.
 11.  PriceVisibleRestriction  Lock user from using Price. Hide the sale price in the sell page.
 12.  PaymentCodeLock  Give user acces for discount payment with the input code in the payment note.
 13.  TaxRestriction  Lock user from using Tax in sell page.
 14.  ShippingRestriction  Enable user to edit in shipping address
 15.  ReceiveOnly  Only give receive access at delivery outlet to outlet
 15.  InvoiceRestricted  Lock user from using Customer Invoice in Orders page

 Accounting Roles

 No  Roles Name  Description
 1.  Accounting  Enable user to view the entire accounting report
 2.  AccountingEditor  Enable user to edit Journal in accounting menu
 3.  AccountingReport  Enable user to view accounting reports
 4.  AccountingInput  Enable user to create new journals

Data Roles

 No  Roles Name  Description
 1.  TreatmentNote  Give access to fill notes in treatment
 2.  AuthorizationKey  Give access discount by entering code obtained from promotion
 3.  TreatmentIncentive  

Page Editor Roles

 No  Roles Name  Description
 1.  ProductsEditor  Enable user to edit products' detail information.
 2.  SalesmanEditor  Enable user to edit the Sales Person in the Sell page.
 3.  DebtEditor  Enable user to continue to create an invoice even though customer status is blocked.
 4.  InventoryEditor  Enable user to edit quantity of inventory in the outlet.
 5.  ContactsEditor  Enable user to edit Contacts.
 6.  OrdersEditor  Enable user to edit Orders records.
 7.  DeliveryEditor  Enable user to edit Delivery records.
 8.  SharePackageEditor  Enable user to edit the records in the  Sharing Package page.
 9.  PaymentEditor  Enable user to add/edit the payment for transactions in Orders menu.
 10.  AdjustmentEditor  Enable user to add/edit Adjustment.
 11.  PaymentInput  Enable user to access add payment on order page
 12.  ProductsImageEditor  Enable user to edit picture in product page.
 13.  TreatmentEditor  Enable user to edit and delete in treatment page.
 14.  EstimateEditor  Enable user to edit and delete in estimate.
 15.  CommisionEditor  Enable user to edit and delete in report commision.
 16.   DeliveryRequestEditor  Enable user to edit and delete in Delivery

 

Note : Price and Cost

No  Roles Name  Visible  Invisible
1.  Price  Always show unit price  Need "PriceVisibleRestriction" Role
2.  Cost  Need "Cost" role  Untick "Cost" Role

 

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