Permissions

Edit employee permission settings

All employee permissions are listed in a table on the Permissions page:

ID

Employee number

Employee

Employee name

Clean Drawers

Can this employee count and mark cash drawers as clean?

Open A/R Account

Can this employee create an A/R account?

Change Credit Limit

Can this employee change, add, or remove customer credit limits?

See Sensitive Numbers

Can this employee view sensitive numbers like labor data on reports?

Apply Payments

Can this employee apply customer payments to outstanding A/R balances?

Close Orders

Can this employee close purchase orders?

Void Sales

Can this employee completely undo a sale via the "void all" button?

Add Depts

Can this employee add new inventory departments?

Edit Inventory

Can this employee make changes to inventory? (Prices, descriptions, etc.)

Order

Can this employee build, submit, make changes to, or receive purchase orders?

Merge Customers

Can this employee merge two customer accounts into one? Can this employee change a customer's class? (Make a retail account a landscaper)

No Sale

Can this employee use the "No Sale" button to open the cash drawer?

Discount

Can this employee apply manual discounts at the register?

Edit Order Points

Can this employee edit order points of an item for the order recommendations report?

Edit the employee permissions

We can make all reporting require admin credentials upon request- let us know!

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