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
...