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Overview

You can assign roles for each individual company user, this will allow better distribution of tools to perform required tasks along with more secure 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 a 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:

 

 

 1) Accounts Payable

This role has access to Accounts Payable tab.

  • A/P: PO Reconciliation and AWB reconciliation

 2) Accounts Receivables

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
 3) Administrator

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.
 4) Credit Manager

Users with this role can process customer credits and credit limit overrides.

 

  • Home: Dashboard

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

  • Setup: Customers.

 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.

 6) Inventory

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.

 7) Procurement Manager

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.
 8) Procurement User

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.
 9) Quality Control

Users with this role have access to the QC module.

  • QC: QC Summary and Add Inspection
 10) Reports

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
 11) Sales

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.
 12) Sales-Allocations

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.
 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.

  • 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, and Carriers.
 14) Setup

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)

 15) Shipping

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.
 16) Scanner

Enables access to the mobile scanners via the API.

 17) Tracking

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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