Every module in Microbizz has a set of permissions, which is the case for the sales module as well.
For a general understanding of permissions visit this section.
Keep in mind that the users must log off the system and back again before the permissions take effect.
Sales specific permissions
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- Place order: Allows you to specify who has permission to create new orders.
- Call: Allows you to specify who has permission to administer Call (Sales > Sales person > Callthe menu SALES PERSON > CALL)
- Performance: Allows you to specify who has permission to administer budget (Sales BUDGET > Budget > PerformancePERFORMANCE)
- Budget: Allows you to specify who has permission to administer budget (Sales > Budgetthe menu BUDGET)
- Edit budget: Allows you to specify who has permission to edit budget
- Campaigns: Allows you to specify who has permission to administer Campaigns (Sales > Campaignsthe menu CAMPAIGNS)
- Quotation: Allows you to specify who has permission to administer Quotation (Sales > Quotationthe menu QUOTATION)
- Costprice/margin: Allows you to specify who has permission to change the costprice of products.
- Delete quotation: Allows you to specify who has permission to Delete a quotation
- Products: Allows you to specify who has permission to administer products (Sales > Products)
- Interests: Allows you to specify who has permission to administer Interests (Sales > Intereststhe menu INTERESTS)
- Settings: Allows you to specify who has permission to administer Settings (Sales > Settings)the things in the CONFIGURATION menu
- Number series: Allows you to specify who has permission to administer Series (Sales CONFIGURATION > SeriesSERIES)