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

These are the employee permissions that allow or deny the user the ability to perform the following Inventory actions

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 Inventory

  • Select Enable or Disable all of the section permissions or for individual permissions, select Yes or No to toggle the permission selected

Inventory

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

  • 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

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