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Page History: Security Levels

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Page Revision: 06/26/2018 01:03 PM

Table of Contents [Hide/Show]    Security Levels       Security Level - 1       Security Level - 2       Security Level - 3       Security Level - 4       Security Level - 5       Security Level - 6

Security Levels¶

Users with Security Level 2 can perform all activities associated with Level 1; users with Security Level 3 can perform all activities associated with Level 2, as so on.

Security Level - 1¶

• Can invoice, change the item description, change shipping details (can’t change “Net” price or view the “Details”).
  

• Search Menu: can perform all searches.
  

• Actions Menu: Can “Make a Payment”, “Save Invoice”, “Print Invoice”, “Print and Create New”, “Search Location Inventory”.
  

Security Level - 2 ¶

• Includes Security Level 1.
  

• Additional Actions Menu Options: Can “Create Credit Memo”.
  

Security Level - 3 ¶

• Includes Security Level 2.
  

• Can modify the Net Price.
  

• Can pull up the “Details” Window. Invoice Screen: Additional Actions Menu Options: Can “Go to Order”, “Create PO”, “Void Invoice”, “List Shipments”, “Break Case”
  

• Invoice Shipments Screen
  

• Quotes Screen
  

• Work Orders Screen
  

• Credits and Refunds
  

• Statements Screen
  

• Create PO/Xfer Screen
  

• Receive PO/Xfer Screen
  

Security Level - 4 ¶

• Includes Security Level 3
  

• Can change Locations
  

• Master Inventory Screen
  

• Local Inventory Screen
  

• Bins Screen
  

• Categories Screen
  

• Pricing Profiles Screen
  

• Reports Screen
  

• Adjust Transfers Screen
  

• Vendors Screen
  

• Manufacturers Screen
  

Security Level - 5 ¶

• Includes Security Level 4
  

• Invoice Screen: Additional Actions Menu Options: Can “Recurring Billing”, “Write Off Invoice”
  

• Taxes
  

• Terms Codes
  

• Receive Payments
  

• Recurring Billing
  

• Customers
  

Security Level - 6¶

• Includes Security Level 5
  

• Store Locations
  

• Employees
  

• Data Maintenance
  

• G/L Accounts