User Roles Description

Customer Support DEALPOS
[Updated]

DealPOS system offers many different roles that will later be used to give or restrict access from users contained on to DealPOS link that use. 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

 

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1. Dashboard

 No  Roles Name  Description
 1.  Weekely Sales  Grant access to view "Weekly Sales" chart


2. Products

 No  Roles Name  Description
 1. View  Grant access to view products section
 2. Edit  Grant access to add, edit and delete data in products section
 3. Cost  Grant access to view products cost
 4. ImageEditor  Grant access to input or edit image of products 
 5. BarcodePrintingRestriction  Restrict to create barcode of products

 

3. Estimate

 No  Roles Name  Description
 1. Create  Grant access to view "Estimate" section
 2. Edit  Grant access to add, edit and delete data in "Estimate" section

 

4. Shift

 No  Roles Name  Description
 1. View  Grant access to view "Shift" section
 2. Edit  Grant access to add, edit and delete data in "Shift" section

 

5. Sell

 No  Roles Name  Description
1. Create  Grant access to view "Sell" section
2. Edit  Grant access to edit "Sell" section
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 sales order
5. Return  Grant access to return button on sell
6. Discount  Grant access to discount button on 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 inputed   by scanning the member code)
10. PaymentRestriction  Restrict access to pay button on 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 item on sell cart
15. ShippingRestriction  Restrict access to shipping button on sell
16. PaymentCodeLock  Restrict access to input paymeny code on sell
17. CreditSalesLock  Restrict access to lock sales by credit on sell 
18. BundlingPrice  Restrict access to bundling price all of products on sell

 

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 profit on "report" 

 

7. Contacts

 No  Roles Name  Description
 1.  View  Grant access to "Contacts" section
 2.  Edit  Grant access to add, edit or delete data on "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 "Orders" section
 2.  VoidInvoices  Grant access to void "Orders"
 3.  ReprintRestriction  Restrict access to repint invoice

 

9. Payment

 No  Roles Name  Description
 1.  View  Grant access to view "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 "inventory" section
 2.  Edit  Grant access to edit "inventory" section


11. Debt

 No  Roles Name  Description
 1.  View  Grant access to view "Debt" section
 2.  Create  Grant access to create "Debt" section


12. Adjustment

 No  Roles Name  Description
 1.  View  Grant access to view "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 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 "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 request on "delivery"
 6.  DateEditor  Restrict to edit invoice date on "delivery"
 7.  DeliveryReceiver  Restrict to receive when items has 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 "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 Packege"
 4.  SharePackageEditor  Grant access to do make share package on "Prepaid Package"
 5.  TreatmentNote  Grant access to give note on treatment on "Prepaid Package"

 

17. Promotion

 No  Roles Name  Description
 1.  View  Grant access to view "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 pricebook tab
 6.  PricebookEditor  Grant access to edit pricebook 

 

18. Accounting

 No  Roles Name  Description
 1.  View  Grant access to "Accounting"  section
 2.  Edit  Grant access to change or delete journal on "Accounting"
 3.  Add  Grant access to add Chart of Account or journal  "Accounting"
 4.  Report   Grant access to view reports section
 5.  Legder  Grant access to view flow in / out of Chart of Account on General Legder
 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 "Users"  section
 2.  Add  Grant access to create new user 
 3.  UserIPRestriction  Restrict user from login, where IP not in configuration
 4.  Group  Restrict access to 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 "Outlets"  section

 

21. Setup

 No  Roles Name  Description
 1.  View Grant access to "Setup"  section
 2.  Webhook Grant access to get 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 "Calendar"  section

 

25. Service

 No  Roles Name  Description
 1.  View  Grant access to "Service"  section

 

26. Activity

 No  Roles Name  Description
 1.  View  Grant access to "Activity"  section

 

27. My Profile

 No  Roles Name  Description
 1.  View  Grant access to view "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 "Customer Display"  section

 

29. Kitchen Display

 No  Roles Name  Description
 1.  View  Grant access to "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 marketplace (Shoppee,  Tokopedia, etc)
 2.  Jurnal Grant access to integration 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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