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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 (the menu SALES PERSON > CALL)
  • Performance: Allows you to specify who has permission to administer budget (BUDGET > PERFORMANCE)
  • Budget: Allows you to specify who has permission to administer budget (the menu BUDGET)
    • Edit budget: Allows you to specify who has permission to edit budget
    • Master budget: Who has access to the MASTER BUDGET menu
  • Campaigns: Allows you to specify who has permission to administer Campaigns (the menu CAMPAIGNS)
  • Quotation: Allows you to specify who has permission to administer Quotation (the 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
  • Interests: Allows you to specify who has permission to administer Interests (the menu INTERESTS)
  • Settings: Allows you to specify who has permission to administer the things in the CONFIGURATION menu
    • Number series: Allows you to specify who has permission to administer Series (CONFIGURATION > SERIES)

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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

...