Through Settings -> Users

The Sales Person Number is an important User Settings. It allows determining if the user is a seller. Without a salesperson number, the system will prevent the user from creating customer transactions. This number must be a unique one per salesperson.

If you register a user and you checked “Is a template”, this user will become a model. You will therefore be able to apply this model and all these permissions to the creation of each of your users. (e.g. you can create the “Sales” model with all the appropriate permissions and use this model when […]

Select the desired template from the drop-down menu next to the “Model Applied” label and click the “Apply” button.

It is useful to use a “Cash counter” type used when you have several employees who can use the same workstation (e.g. reception). Instead of your employees connecting and disconnecting each time they want to work on this workstation, simply connect the workstation with the “Cash counter” user and each time an employee will, for […]

This section allows you to give permission to your users to use the module to which the access refers. Please note, these are only general accesses, there are several permissions that can be assigned for each of these accesses except “Warehouse Management” and “Administrator”.

By default, each time you print a transaction connected to this user, a receipt will be printed instead of the invoice.

This redirect, when enabled, will redirect all notifications from the sales representative to the designated one.

This notification group is extremely important because it identifies your procurement managers. It is to these managers that sales representatives make their requests for products to be ordered. This notification group provides access to the list of product requests to be ordered.

Like the order desk, this notification group provides access to the list of inter-branch transfer requests. (Inter-branch transfers are only applicable if have more than one branch.)