How to create a new role
To create a new role, navigate to the Settings page, click Roles.
Click the [New Role] button, it will bring you to the new role screen.
On the new role screen, you need to enetr a role name, such as "sale manager" or "accountant".
And select the permissions to a role, a full explanation of each permission please see below.
Once a new role is created, you can assign this role to users.
Available permissions
| Category | Permission Name | Explanation |
|---|---|---|
| Dashboard | View total stock on hand value |
View the total dollar value of all stock currently on hand, shown as a summary widget on the Dashboard. |
| Dashboard | View total created purchase order value |
View the total dollar value of purchase orders created, shown as a summary widget on the Dashboard. |
| Dashboard | View created purchase orders |
View a summary of recently created purchase orders on the Dashboard. |
| Dashboard | View sales summary |
View a summary of sales activity, shown as a widget on the Dashboard. |
| Dashboard | View low stock alerts |
View products that have fallen below their reorder point, shown as a widget on the Dashboard. |
| Dashboard | View top-selling products |
View a ranked list of the best-selling products, shown as a widget on the Dashboard. |
| Inventory | View all products |
View the full list of products in the system. |
| Inventory | View product details |
Open a single product and view its full details. |
| Inventory | Add new product |
Add a new product. |
| Inventory | Edit product |
Edit the details of an existing product.Include bulk update products, manage product bins and delete product |
| Inventory | View product categories |
View the list of product categories. |
| Inventory | Edit & add & delete product categories |
Create, edit, and delete product categories. |
| Inventory | Update custom price |
Set or update a product's custom price. |
| Inventory | Stock adjustment |
Manually adjust the on-hand quantity of a product, such as to correct a stock count. |
| Inventory | Stock transfer between locations |
Move stock from one location to another. |
| Inventory | View stock change logs |
View the history of stock quantity changes for a product. |
| Inventory | Manage product package |
Create and edit product packages (bundles or kits made up of multiple products). |
| Inventory | Import/Export products |
Bulk import new products from a CSV file, or export the product list to a CSV file. |
| Inventory | View product cost |
View a product's cost price. |
| Inventory | Manage stocktake |
Create, perform, and finalize a stocktake. |
| Sale | View all sale orders |
View the full list of sale orders. |
| Sale | Add & edit & preview sale order |
Create a new sale order, edit an existing one, and view the sales order details. |
| Sale | Change sale price while create new sale order |
Override the default sale price of a line item while creating a new sale order. |
| Sale | View sale order margin |
View the profit margin calculated on a sale order. |
| Sale | Approve sale order |
Save a sale order as Approved or deliver a sales order. |
| Sale | Cross location sale order creation |
Create a sale order for a location other than the user's own assigned location. |
| Sale | Return / void sales order |
Process a return against a sale order, or void the sale order entirely. |
| Sale | Manage quotes |
Create, edit, and convert customer quotes. |
| Purchase | View all purchase orders |
View the full list of purchase orders. |
| Purchase | Add & edit & preview purchase order |
Create a new purchase order, edit an existing one, and preview the order details. |
| Purchase | Receive stock |
Mark stock as received against a purchase order, adding it to on-hand inventory. |
| Purchase | Approve purchase order |
Save the purchase order as approved. |
| Purchase | Void purchase order |
Void a purchase order. |
| Customer | View all customers |
View the full list of customers. |
| Customer | Edit & add & delete customers |
Create, edit, and delete customer records. |
| Customer | Import/Export customers |
Bulk import customers from a file, or export the customer list to a file. |
| Supplier | View all suppliers |
View the full list of suppliers. |
| Supplier | Edit & add & delete suppliers |
Create, edit, and delete supplier records. |
| Supplier | Import/Export suppliers |
Bulk import suppliers from a file, or export the supplier list to a file. |
| Settings | Manage company details (location, currency, tax rates) |
Edit the company's details, departments, locations, currencies, and tax rates. |
| Settings | View all users |
View the list of users. |
| Settings | View all roles |
View the list of roles. |
| Settings | Edit & add & delete users |
Create, edit, and delete users. |
| Settings | Edit & add & delete roles |
Create, edit, and delete roles. |
| Settings | Manage email templates |
Edit the templates used for outgoing emails, such as sale order or purchase order emails. |
| Settings | Manage integration |
Connect, configure, and disconnect with Xero. |
| Settings | Manage export PDF templates |
Edit the layout and branding of PDF documents, such as invoices and purchase orders. |
| Settings | Manage transaction settings (projects, SO/PO settings, price tiers) |
Configure transaction-level settings, including projects, sale/purchase order settings, price tiers, preset cost/charge items and adjust reasons. |
| Settings | Sale price monitor |
View alerts when a sale price is set below a minimum margin threshold. |
| Settings | Manage ServiceM8 integration |
Connect and configure the ServiceM8 integration. |
| Settings | Manage Shopify integration |
Connect and configure the Shopify integration. |
| Reporting | Stock on hand report |
View a report of current on-hand stock quantities and values. |
| Reporting | Stocktake report |
View a the stocktake report. |
| Reporting | Stock alert report |
View a report of products that have fallen below their reorder point. |
| Reporting | Products report |
View a report listing all products with their key attributes. |
| Reporting | Stock adjustment report |
View a report of all manual stock adjustment orders. |
| Reporting | Stock transfer report |
View a report of stock transfers orders. |
| Reporting | Serial & batch numbers report |
View reports related to serial or batch numbers. |
| Reporting | Sale gross profit report |
View a report of gross profit earned across sale orders. |
| Reporting | Sale gross profit by product report |
View a report of gross profit broken down by individual product. |
| Reporting | Purchase order summary report |
View a summary report of purchase order activity. |
| Reporting | Purchase summary by product report |
View a report of purchasing activity broken down by individual product. |
| Reporting | Products summary by project report |
View a report of product activity grouped by project. |
| Reporting | Products movement report |
View a report tracking product stock movements in and out over time. |
| Reporting | Products transaction log report |
View a detailed log of every transaction affecting a product's stock. |
| Reporting | Backorder & incoming stock summary report |
View a report summarizing backordered items and stock expected to arrive. |
| Reporting | Top selling products report |
View a report ranking products by sales volume or value. |
| Reporting | Stock shortage - high demand products report |
View a report identifying high-demand products at risk of running out of stock. |
| Reporting | Product custom pricing report | |
| Reporting | Product delivered report |
