This permission has three main functions. First, it allows a user to add/edit customer/contacts, user-maintained log files, customer follow-up records, and customer image/scans (if the user has photo management permission). Second, this permission is also required for basic sales, shopping cart functions, invoices, and creating quotes out of the system. Third, if your corporation uses the "customer queue" or virtual waiting room feature, this permission is required for that function as well.

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This is the basic permission for PO's or purchase orders. This allows a user to add/edit, view, print, and search PO's. This permission also includes the ability to order and/or request products from a specific vendor. Once a PO has been locked or verified, the user will no longer be able to edit PO details. PO's are used to get parts (general inventory - tracked as a group) into the system. This permission is also the main permission for adding and editing part numbers in the system.

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This permission allows a user the ability to add/edit basic expense/receipts, view, print, and search expense/receipts. Once an expense gets locked and verified, the user cannot make any other changes. If an expense/receipt is marked private, the user will have very limited ability to view and edit the expense/receipts. All numbers are kept hidden (only on items marked private).

THIS ONE IS DONE PENDING BRANDON'S APPROVAL

This permission allows the user to create a new shopping cart, add/edit basic invoices, add/edit payments to invoices, create and manage invoice statements, and do basic invoice searches. Once an invoice is marked "Oked" for payroll, the invoice will be locked to these persons. The user should also have the "Add/Edit Customers" permission.

If access to special sales reports is needed, the user will also need the "Sales & Profit Reports" permission under system reports.

AFTER FURTHER REVIEW.. I DON'T BELIEVE WE NEED TO ADDRESS THIS ONE SINCE THERE PERMISSION 55 ALLOWS A VIEW ONLY INVOICE OPTION.

This permission allows the user to view and create saved shopping carts or quotes. The main "Add/Edit Customers" and "Parts & General Inventory" permissions are required. The "Basic Invoices" permission is recommended to make this section fully functional but not required. If the "Basic Invoices" permission is not selected, the user will only be able to quote and will have no access to actual invoices or part number costs and profit.

Quotes may be saved as often as needed. Quotes may also be saved in Adobe PDF format for email purposes. Quotes may be used as a stand-alone item or used to prep sales info during non-peak times and then restored to an active cart to speed up the invoicing process. There is also a save as... feature for quotes that allows you to create a quote and then save different versions from the main quote.

There is also a mini version of this permission called "My Quotes" under system basics. This mini version is literally a "My Quotes" and is limited to the specific user. They still have full rights and options, but they can only interact and see their own quotes.

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This permission allows the user to access all of the advanced search forms from a single page (grid of all main application types). This permission also shows a number of links for all of the data exports to the Microsoft Excel format for things like invoices, customers, parts, PO's, expense/receipts, vendors, stock/units, and other main application types. The user is still required to have the underlying page permissions but this permission puts everything on a single page so no other system navigation is needed to get right to the exports and advanced search pages.

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This permission does two main things. One it creates a quick link to invoice sales and profit reports. Second, it is the actual permission that is checked when running the sales and profit reports. If you have this permission, the same sales reports may be accessed through the sub navigation of the invoice homepage. Reports include daily/weekly sales, sales tax, profit, and salesperson reports. The user must have the basic invoice permission in order to use drill-down links coming from these reports.

This permission allows a user to view parts and general inventory items. All items that are tracked as a group are called "parts". Individual items are called "units" (usually serialized units). This permission allows a user to run different parts searches including shopping cart searches. This also deals with being able to sell parts out of the system. The main sales permission is under "Add/Edit Customers". Other recommended permissions are "My Quotes", "Basic PO's", "Basic Deposits", and "Basic Invoices".

In order to add/edit parts, the user must have the "Basic PO's" permission.

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This permission allows the user to view what happened (effectual) and who touched what records in the system (historical). The adilas histories are system-maintained behind the scenes and are a huge asset and provide a great audit trail. These reports also help managers and admin persons know what is going on with a click of their mouse. If the user has permissions to view financial records (income statement, P&L, and balance sheet), there are additional settings and report values. Each item that is returned will have a drill-down link directly to the underlying data.

This permission has two functions. First, it adds a quick link to the main homepage for quick access to the user's quotes. Second, it is a mini version of the "Basic Quotes" permission. If coupled with the "Basic Quotes" permission, this is a quick link to quotes that were created by the user. If it is used as a standalone feature, it allows the user to quote and have full access to all carts and quotes but will be limited to just what the specific user has created. This is a great way to allow someone the option of quoting but he/she won't be able to see and/or use any other quotes in the system.

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This permission provides a quick link to the search user-maintained customer logs section. Customer logs are part of the customer relationship management (CRM) functionality of the adilas.biz application. Logs include contact type, date/time stamps, follow-up options, and notes. All fields are searchable.

THIS ONE IS DONE PENDING APPROVAL OF BRANDON