Overview

Excerpt

You can assign roles for each individual company user. This will allow a better distribution of tools to perform required tasks along with a more secured and controlled access to data that Komet Sales has. A single user can have multiple roles at one time depending on his/her job role in the company. Here are brief descriptions of the available user roles and the Komet Sales tabs they are able to access.

What are the system's roles?

Here is a detailed explanation of the system tabs available for each Rol:

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title	1) Accounts Payable

This role has access to Accounts Payable tab. This role is allowed to upload vendor invoices, set AWB costs, among other options.

Users with this role will have access to the next system's screens:

A/P: PO Reconciliation and AWB reconciliation.

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title	2) Accounts Receivables

This role provides access to Account Receivables, receive payment, aging, and statements. Users with this role will be allowed to receive payments, process NSF, and even generate Finance Charges.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Account Receivables: Open Invoices, Receive Payment, Payment History, and Aging / Statements.
Purchase Orders: Purchase Order Summary
Setup: Customers

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title	3) Administrator

Has full access to the system and the system's settings.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.

Inventory: Inventory Summary, Staging Area, Add Inventory and Pricing.

Prebooks & SO's: Prebook Summary, Add Prebook, Standing Order Summary and Add Standing Order.

Purchase Orders: Purchase Orders Summary and Add PO.

Order Entry: Order Summary, Add Order, Credit Summary and Add / Edit Credit.

Account Receivables: Open Invoices, Receive Payment, Payment History, and Aging / Statements.

Tracking: AWB Summary and Truck Summary.

Reports

Shipping: Order Summary, Inventory, and EDI.

Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.

QC: QC Summary and Add Inspection.

Setup: Customers, Vendors, Products, Price Lists, Carriers, Box Dimensions, Settings, Users, and Locations.

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title	4) Credit Manager

Users with this role can process customer credits and credit limit overrides. This user is authorized to create and reopen credits and approve credit limit overrides.

Users with this role will have access to the next system's screens:

Home: Dashboard
Order Entry: Credit Summary and Add/Edit Credit.
Setup: Customers.

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title	5) Grower Production

Users with this role will have access to Komet Sales mobile app. There is not a limit of users with this role.

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title	6) Inventory

Users with this role available have access to Inventory and Staging area management. Users with this role will be able to confirm products to the inventory, add inventory, open boxes, print labels, setup prices, and access to the vendor availability screens.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Inventory: Inventory Summary, Staging Area, Add Inventory and Pricing.

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title	7) Procurement Manager

This role provides access to Purchase Orders, Prebooks, Standing Orders. Management of product and vendors. This role is allowed to approve and confirm Purchase Orders.

Users with this role will have access to the next system's screens:

- Home: Dashboard and Start.
- Inventory: Inventory Summary, Staging Area, and Add Inventory
- Prebooks & SO's: Prebook Summary, Add Prebook, Standing Order Summary and Add Standing Order (including lock Standing Orders).
- Purchase Orders: Purchase Orders Summary, Add and manage PO.
- A/P: PO Reconciliation.
- Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.
- Setup: Vendors, Products and Grower users.

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title	8) Procurement User

Users with this role can create and manage Purchase Orders.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.

Inventory: Inventory Summary, Staging Area, and Add Inventory

Purchase Orders: Purchase Orders Summary and Add PO. This user cannot edit the PO after Approval.

A/P: PO Reconciliation.

Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.

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title	9) Quality Control

Users with this role have access to the QC module.

Users with this role will have access to the next system's screens:

QC: QC Summary and Add Inspection

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title	10) Reports

Users with this role have access to all the reports in the system.

Users with this role will have access to the next system's screens:

Account Receivables Reports.
AWB Reports.
Customer Reports.
Inventory Reports.
Product Reports.
Salesperson Reports

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title	11) Sales

Users with this role have access to Prebooks, Standing Orders, Order Entry, and Credits. Users with this role cannot edit invoices after its confirmation.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Prebooks & SO's: Prebook Summary (Allocations is not included), Add Prebook, Standing Order Summary and Add Standing Order.
Order Entry: Order Summary, Add Order, Credit Summary and Add / Edit Credit.

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title	12) Sales-Allocations

Users with this role have access to Prebooks, Standing Orders, Order Entry, and Credits. Users with this role cannot edit invoices after its confirmation, approve or reject open credits.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Prebooks & SO's: Prebook Summary (Allocations is included), Add Prebook, Standing Order Summary and Add Standing Order.
Order Entry: Order Summary, Add Order, Credit Summary and Add / Edit Credit.

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title	13) Sales Manager

Users with this role have access to Sales role (Prebooks, Standing Orders, Order Entry, and Credits), plus access to credit limit override, Inventory pricing, and customers management. Users with the Sales Manager role are allowed to approve or reject customer credits as well as price overrides.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Inventory: Inventory Summary, Staging Area, Add Inventory and Pricing.
Prebooks & SO's: Prebook Summary (Fulfillment and Allocations included), Add Prebook, Standing Order Summary and Add Standing Order.
Purchase Orders: Purchase Orders Summary and Add PO.
Order Entry: Order Summary, Add Order, Credit Summary and Add / Edit Credit.
Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.
Setup: Customers, Products, Price Lists, and Carriers.

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title	14) Setup

Users with this role will have access to the next system's screens:

Setup: Customers, Vendors, Products, Carriers, Box Dimensions, Settings.

Info

title	Information

Users with this role enabled will not have access to Price Lists nor Users configurations. (And will neither have access to Locations management in multi-location companies)

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title	15) Shipping

Users with this role have access to process shipments, send EDI, print labels, and BOLs.

Users with this role enabled will have access to the next system's screens:

Tracking: AWB Summary and Truck Summary (Including make the inventory, print labels, close and open AWBs).
Shipping: Order Summary, Inventory, EDI and Grower Dimensions (Including print labels, BOLs, reset the inventory, make the inventory).
Setup: Access to Carriers and Box Dimensions setup.

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title	16) Scanner

Enables access to the mobile scanners via the API.

Users with this role will have access to the next system's screens:

Warning

title	Important

Users with the Scanner role cannot be assigned another role.

Keep in mind that companies subscribed to our latest plan can have as many scanner users as they want.

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title	17) Tracking

Allows the user to track AWB shipments and truck shipments.

Users with this role will have access to the next system's screens:

Tracking: AWB Summary (including print labels, close and open AWBs)

Assigning roles to company users

To assign or edit the roles of your company users please look at the following instructions:

Go to Setup > Users and click on the "company" link.

Use the available filters to find a given user.
Under the Actions column click on "Edit".
The Add/Edit User window will open, check the roles that you want to assign, then click on Save.

Info

To enable additional options or limitations click on the Options Tab and check any that will apply:

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title	1) Accounts Payable

This role has access to Accounts Payable tab. This role is allowed to upload vendor invoices, set AWB costs, among other options.

Users with this role will have access to the next system's screens:

A/P: PO Reconciliation and AWB reconciliation.

Expand

title	2) Accounts Receivables

This role provides access to Account Receivables, receive payment, aging, and statements. Users with this role will be allowed to receive payments, process NSF, and even generate Finance Charges.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Account Receivables: Open Invoices, Receive Payment, Payment History, and Aging / Statements.
Purchase Orders: Purchase Order Summary
Setup: Customers

Expand

title	3) Administrator

Has full access to the system and the system's settings.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Inventory: Inventory Summary, Staging Area, Add Inventory and Pricing.
Prebooks & SO's: Prebook Summary, Add Prebook, Standing Order Summary and Add Standing Order.
Purchase Orders: Purchase Orders Summary and Add PO.
Order Entry: Order Summary, Add Order, Credit Summary and Add / Edit Credit.
Account Receivables: Open Invoices, Receive Payment, Payment History, and Aging / Statements.
Tracking: AWB Summary and Truck Summary.
Reports
Shipping: Order Summary, Inventory, and EDI.
Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.
QC: QC Summary and Add Inspection.
Setup: Customers, Vendors, Products, Price Lists, Carriers, Box Dimensions, Settings, Users, and Locations.

Expand

title	4) Credit Manager

Users with this role can process customer credits and credit limit overrides. This user is authorized to create and reopen credits and approve credit limit overrides.

Users with this role will have access to the next system's screens:

Home: Dashboard
Order Entry: Credit Summary and Add/Edit Credit.
Setup: Customers.

Expand

title	5) Grower Production

Users with this role will have access to Komet Sales mobile app. There is not a limit of users with this role.

Expand

title	6) Inventory

Users with this role available have access to Inventory and Staging area management. Users with this role will be able to confirm products to the inventory, add inventory, open boxes, print labels, setup prices, and access to the vendor availability screens.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Inventory: Inventory Summary, Staging Area, Add Inventory and Pricing.

Expand

title	7) Procurement Manager

This role provides access to Purchase Orders, Prebooks, Standing Orders. Management of product and vendors. This role is allowed to approve and confirm Purchase Orders.

Users with this role will have access to the next system's screens:

- Home: Dashboard and Start.
- Inventory: Inventory Summary, Staging Area, and Add Inventory
- Prebooks & SO's: Prebook Summary, Add Prebook, Standing Order Summary and Add Standing Order (including lock Standing Orders).
- Purchase Orders: Purchase Orders Summary, Add and manage PO.
- A/P: PO Reconciliation.
- Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.
- Setup: Vendors, Products and Grower users.

Expand

title	8) Procurement User

Users with this role can create and manage Purchase Orders.

Users with this role will have access to the next system's screens:

Home: Dashboard and Start.
Inventory: Inventory Summary, Staging Area, and Add Inventory
Purchase Orders: Purchase Orders Summary and Add PO. This user cannot edit the PO after Approval.
A/P: PO Reconciliation.
Vendor: Confirm POs, PO Summary, AWB Summary and Add AWB.

Versions Compared

Old Version 67

New Version 68

Key

Overview

What are the system's roles?

Assigning roles to company users

Page Comparison

Versions Compared

Old Version 67

New Version 68

Key

Overview

What are the system's roles?

Assigning roles to company users