- Created by Former user, last modified by Former user on Oct 11, 2017
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Overview
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?
This role has access to Accounts Payable tab.
A/P: PO Reconciliation and AWB reconciliation
This role provides access to Account Receivables, receive payment, aging, and statements.
- Home: Dashboard and Start.
- Account Receivables: Open Invoices, Receive Payment, Payment History, and Aging / Statements.
- Purchase Orders: Purchase Order Summary
- Setup: Customers
Has full access to the system and the system's settings.
- 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.
Users with this role can process customer credits and credit limit overrides.
Home: Dashboard
Order Entry: Credit Summary and Add/Edit Credit.
Setup: Customers.
Users with this role will have access to Komet Sales mobile app. There is not a limit of users with this role.
Users with this role available have access to Inventory and Staging area management.
- Home: Dashboard and Start.
Inventory: Inventory Summary, Staging Area, Add Inventory and Pricing.
This role provides access to Purchase Orders, Prebooks, Standing Orders. Management of product and vendors.
- 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.
- 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 and Products.
Users with this role can create and manage Purchase Orders
- 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.
Users with this role have access to the QC module.
- QC: QC Summary and Add Inspection
Users with this role have access to all the reports in the system.
- Account Receivables Reports.
- AWB Reports.
- Customer Reports.
- Inventory Reports.
- Product Reports.
- Salesperson Reports
Users with this role have access to Prebooks, Standing Orders, Order Entry, and Credits.
- 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.
Users with this role have access to Prebooks, Standing Orders, Order Entry, and Credits.
- 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.
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.
- 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.
Users with this role have access to the following tabs:
Setup: Customers, Vendors, Products, Carriers, Box Dimensions, Settings.
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)
Users with this role have access to
Process shipments, send EDI, print labels, and BOLs.
- Tracking: AWB Summary and Truck Summary.
- Shipping: Order Summary, Inventory, EDI and Grower Dimensions.
Enables access to the mobile scanners via the API.
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.
Allows the user to track AWB shipments and truck shipments
- Tracking: AWB Summary
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 for searching for 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.
To enable additional options or limitations click on the Options Tab and check any that will apply:
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