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.

I. 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.   ReportAdvance  Grant access to "ReportAdvance" section.
 5.  Contacts  Grant access to "Contacts" section.
 6.  Orders  Grant access to "Orders" section.
 7.  Payment  Grant access to view daily invoice payment.
 8.  Debt  Grant access to "Debt" section.
 9.  Inventory  Grant access to "Inventory" section.
 10.  Adjustment  Grant access to "Adjustment" section.
 9.  Buy  Grant access to "Buy" section.
 10.  Delivery  Grant access to "Delivery" section.
 11.  Users  Grant access to "Users" section.
 12.  Outlets  Grant access to "Outlets" section.
 13.  Setup  Grant access to "Setup" section.
 14.  BestSeller  Grant access to "Best Seller" section.
 15.  TopCustomers  Grant access to "Top Customers" section.
 16.  SalesPerson  Grant access to "Sales Person" section.
 19.  PurchaseOrder  Grant access to "Purchase Order" section.
 21.  SalesTransaction  Grant access to "Sales Transaction and Summary" section.
 23.  Activity  Grant access to "Activity"
 24.  Inventory2  Grant Acces to "Inventory2"


II. Function Roles

 No.  Roles Name  Description
 1.   VoidInvoice  Disable user to delete / edit void invoice
 1.  Chart  Grant access to "Chart" section.
 2.  Cost  Enable user to view the product 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.  VoidInvoices  Enable user to take non permanent deleted invoices.
 12.  Expense  Enable user to add "Expense"
 13.  Commission  Enable user to add "Commission"
 14.  DeliveryAprroval  Grant access to "Delivery Approval"


III. Function Editor Roles

No  Roles Name  Description
 1.  ShippingEditor  Enable user to create send item on delivery page
 2.  LoyaltyPointEditor  Enable user to edit loyalty Point
 3.  DeliveryDateEditor  Enable user to create send item on deliveryu page


IV. Page Editor Roles

 No  Roles Name  Description
 1.  GlobalEditor  Enable user to Edit record ( Invoice, Inventory,...etc )
 2.   UnitPriceEditor  Enable user to customize price when selling item
 3.  ProductsEditor  Enable user to edit products' detail information.
 4.  DateEditor  Lock user from changging the date of transaction
 5.  NumberEditor  Enable user to input their own number for invoice
 6.  SalesmanEditor  Enable user to edit the Sales Person in the Sell page.
 7.  DebtEditor  Enable user to continue to create an invoice even though customer   status is blocked.
 8.  InventoryEditor  Enable user to edit quantity of inventory in the outlet.
 9.  OrdersEditor  Enable user to edit Orders records.
 10.  DeliveryEditor  Enable user to edit Delivery records.
 11.  SharePackageEditor  Enable user to edit the records in the  Sharing Package page.
 12.  PaymentEditor  Enable user to edit payment status of an order
 13.  AdjustmentEditor  Enable user to add/edit adjustment.
 14.  PaymentInput  Enable user to access to add payment
 15.  ProductsImageEditor  Enable user to edit picture in product page.
 13.  TreatmentEditor  Enable user to able modify treatment page
 14.  EstimateEditor  Enable user to able modify estimate order.
 15.  PromotionEditor  Enable user to create or edit promotion
 16.   DeliveryRequestEditor  Enable user to edit delivery when status is "request" only
 17.  AdjusmentInput  Enable user to input adjustment

 

V. 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.


VI. Data Roles

 No  Roles Name  Description
 1.  TreatmentNote  Give access to fill notes in treatment
 2.  TreatmentIncentive  Give access to change or edit treatment incentive

 

VII. 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.  Promotion  Grant access to "Promotion" section
 5.  Developer Tools  Grant access to "Developer Tools" section.
 6.  Monitor  Grant access to "Monitor" section.
 7.   Bir  Grant access to "Bir" section
 8.   Monitor2  Grant access to "Monitor2" section
 9.  Calendar  Grant access to "Calendar" section
 10.  CustomerDisplay   Grant access to "Customer Display" section

 

VIII. Accounting Roles

 No  Roles Name  Description
 1.  Accounting  Grant access to "Accounting" section
 2.  AccountingEditor  Enable user to modify journal
 3.  AccountingReport  Enable user to view accounting reports
 4.  AccountingInput  Only be able to input journal
 5.  AccountingCashBalance  Grant access to " Accounting cash and bank" section , register and   subcription invoice

 

IX. Sell Roles

 No  Roles Name  Description
 1.  ContactsEditor  Enable user to edit contact
 2.  CreditSalesLock  Lock user for input Credit Sales
 3.  AuthorizationKey  User tidak bisa melakukan AuthorizationKey
 4.  PricebookEditor  Enable user to create or edit pricebook
 5. DeleteAllOutletPrice  Grant user for delete outlet price


X. 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.   LoginTimeRestriction  Lock the user sign in dealpos base by time and days
 6.  PaymentCodeLock  Give user acces for discount payment with the input code in the payment   note.
 7.   PriceMinimum  User can not input price below than unit price
 8.   PriceVisibleRestriction  User can not view unit price and unit cost
 9.   TaxRestiction  User can change tax on sell page
 10.  ShippingRestriction  User can change shipping on sell page
 11.  PaymentRestriction  User can not make a payment in Sell Mode
 12.  RetrieveRestriction  User can not retrieve in sell page
 13.  ReveiceOnly  Only give receive access at delivery outlet to outlet
 14.  ReprintRestriction  User can not reprint invoice
 15.  InvoiceRestricted  Lock user from using Customer Invoice in Orders page
 16.  EmailRestriction  User can not insert an email in menu sell
 17.  DeleteItemRestriction  User can not delete an item 

 

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