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Q.R.G. - Settings - How to Add / Update Role Permissions
Q.R.G. - Settings - How to Add / Update Role Permissions

Role Permissions aka Employee Permissions. These settings determine what the user has permission to access on the Point of Sale.

Bill C. avatar
Written by Bill C.
Updated over 2 years ago

  • Click Dashboard

  • Click Settings

  • Click Roles

  • Click + New to Add a Role or Select the Role Name to Update

  • Click Permissions tab

  • Scroll to the Permission section to be added or updated

  • Select Enable or Disable all of the section permissions or for individual permissions, select OFF or ON to toggle the permission selected

Permissions

Select YES or NO to allow or deny the user the ability to perform the following actions.

Sales /POS

  • ENABLE ALL

  • DISABLE ALL

  • MANAGE POS TICKETS

  • VIEW CUSTOMERS

  • CREATE AND MANAGE CUSTOMERS

  • EXPORT CUSTOMERS

  • MERGE CUSTOMERS

  • OPEN CASH DRAWER

  • CLOSE CASH DRAWER

  • MANAGE GIFT CARDS AND ADJUST BALANCES

  • CREATE CASH PAID OUT / IN TRANSACATIONS

  • VIEW CASH PAID IN PAID OUT HISTORY

  • MANAGE SALES ORDERS

  • VIEW SALES ORDERS

  • CREATE AND EDIT SALES ORDERS

  • DISTRIBUTE SALES ORDERS

  • ADJUST ITEM PRICES ON A SALES ORDER

  • CREATE AND FUFILL INVOICES FROM SALES ORDERS

  • MANAGE PROMOTIONS

  • VIEW AND REDEEM COUPONS

  • MANAGE COUPONS

  • VIEW DAILY SUMMARY

  • VIEW CASH DENOMINATIONS ON DAILY SUMMARY

  • ADJUST ITEM PROCES IN THE POS

  • ADJUST TAX AMOUNT IN THE POS

  • MANAGE TRAFFIC COUNTS

Inventory

  • MANAGE ITEMS AND GRIDS

  • VIEW ITEM COST AND MARGIN INFORMATION

  • CREATE ITEMS ON THE FLY

  • EXPORT ITEMS

  • MERGE ITEMS

  • VIEW CURRENT INVENTORY VALUES

  • VIEW INVENTORY HISTORY

  • VIEW INVENTORY VENDOR INFORMATION

  • EDIT ITEM REORDER POINTS AND TARGET QUANTITY

  • UPDATE BIN LOCATIONS

  • VIEW ADJUSTMENTS

  • MANAGE ADJUSTMENTS

  • VIEW TRANSFERS

  • CREATE TRANSFER REQUEST

  • CANCEL TRANSFER REQUEST

  • SHIP AND RECEIVE TRANSFERS

  • SELECT SHIPMENT ITEMS FROM TRANSFER REQUEST

  • SELECT RECEIPT ITEMS FROM TRANSFER SHIPMENT

  • RECALL TRANSFER SHIPMENTS

  • RESOLVE TRANSFER DISCREPANCIES

  • CREATE PHYSICAL COUNTS

  • REVIEW DISCREPANCIES AND ACCEPT PHYSICAL COUNTS

  • ACKNOWLEDGE DISCREPANT COUNTS

  • CANCEL INVENTORY COUNTS

Purchasing

  • VIEW ALL ORDERS

  • VIEW PENDING ORDERS

  • VIEW OPEN ORDERS

  • VIEW CLOSED ORDERS

  • VIEW CANCELLED ORDERS

  • MANAGE ORDERS

  • VIEW RECEIPTS

  • MANAGE RECEIPTS

  • SELECT RECEIPT ITEMS FROM PURCHASE ORDER

  • ACKNOWLEDGE UNAUTHORIZED RECEIPT QUANTITIES

  • VIEW RETURNS

  • MANAGE RETURNS

  • VIEW VENDORS

  • MANAGE VENDORS

Reporting

  • READ SALES DASHBOARD REPORTS

  • REPORTING ANALYSIS

  • VIEW SAVED REPORTS

  • MANAGE SAVED REPORTS

  • GROUP REPORTS BY LOCATION

  • GROUP REPORTS BY ITEM

  • GROUP REPORTS BY CUSTOMER

  • GROUP REPORT BY DATE

  • GROUP REPORTS BY TIME

  • GROUP REPORTS BY SALES REP

  • GROUP REPORTS BY SALES TRANSACTION

  • GROUP REPORTS BY INVENTORY TRANSFER

  • GROUP REPORTS BY INVENTORY ADJUSTMENT REASON

  • GROUP REPORTS BY PAYMENT TYPE

  • GROUP REPORTS BY CUSTOM PAYMENT TYPE

  • GROUP REPORTS BY GIFT CARD PAYMENTS

  • GROUP REPORTS BY GIFT CARDS ADJUSTMENTS

  • GROUP REPORTS BY GIFT CARD ADJUSTMENT REASONS

  • GROUP REPORTS BY PURCHASE ORDER

  • GROUP REPORTS BY VENDOR

  • GROUP REPORTS BY TAX RULE

  • GROUP REPORTS BY TRAFFIC COUNTER

  • GROUP REPORTS BY SHIPMENT

  • VIEW SOURCE SALES METRICS

  • VIEW SOURCE SALES ALL TIME METRICS

  • VIEW SOURCE SALES GIFT CARDS ISSUED METRICS

  • VIEW LOCATION SALES GIFT CARD ISSUED METRICS

  • VIEW LOCATION SALES METRICS

  • VIEW LOCATION SALES ALL TIME METRICS

  • VIEW BEGINNING INVENTORY VALUES

  • VIEW ENDING INVENTORY VALUES

  • VIEW CURRENT INVENTORY VALUES

  • VIEW INVENTORY ADJUSTMENT METRICS

  • VIEW TRANSFER METRICS

  • VIEW PURCHASING METRICS

  • VIEW BEGINNING GIFT CARD BALANCES

  • VIEW ENDING GIFT CARD BALANCES

  • VIEW GIFT CARD EXPIRATIONS

  • VIEW PAYMENT TYPE METRICS

  • VIEW SHIPPING METRICS

  • VIEW SALES TAX METRICS

  • VIEW TRAFFIC METRICS

  • VIEW ITEM PRICE ADJUSTMENTS

  • VIEW SALES PLAN METRICS

  • VIEW SHIPMENT METRICS

  • VIEW ALL CORE REPORTS

  • VIEW NET SALES BY LOCATION REPORT

  • VIEW NET SALES BY ITEM DESCRIPTION REPORT

  • VIEW NET SALES BY VENDOR REPORT

  • VIEW NET SALES BY SALES REP REPORT

  • VIEW TOP CUSTOMERS REPORT

  • VIEW INVENTORY ON HAND BY VENDOR REPORT

  • VIEW NEGATIVE ON HAND REPORT

  • VIEW ADJUSTMENT REASONS REPORT

  • VIEW SALES TAX COLLECTED REPORT

  • VIEW PAYMENTS BY TYPE REPORT

  • VIEW ON ORDER REPORT

  • VIEW OVERDUE ORDERS REPORT

Admin / Settings

  • MANAGE GENERAL SETTINGS

  • MANAGE LOCATIONS, STATIONS AND CASH DRAWERS

  • MANAGE USERS

  • MANAGE ROLES

  • MANAGE POS SETTINGS

  • MANAGE SALES PLANS

  • MANAGE FINANCIAL CONFIGURATION

  • MANAGE REASON CODES

  • MANAGE CUSTOM FIELDS

  • MANAGE SHIPPING METHODS

  • MANAGE PAYMENT TYPES

  • MANAGE INTEGRATIONS

  • MANAGE SALES TAX

  • MANAGE GRID TEMPLATES

  • MANAGE WEBHOOKS

  • MANAGE PURCHASING

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