There are several types of Users you can create in Komet Sales, this article goes over each User role and how you can create Users for your company.
Table of Contents
Assign a User Role
To assign or edit the User roles of your Company’s Users follow these instructions:
Go to Setup and select Users.
Click on Company.
Search the User you want to modify.
Click on Edit from the actions column.
Check the box next to the Roles you want to assign.
Click on Save.
To enable additional options or restrictions, click on the Options tab and check the box next to the ones you want to enable. You can learn more by reading Setup Company Users & User Options.
User Roles
Assigning specific User Roles to your team creates a better distribution of tools to perform required tasks and enables secure and controlled access to your Komet Sales data. A single user can have multiple roles at one time, depending on their job role in the company. You can see every User Role available in the system and their permissions on the following chart:
User Role | Description | System Access |
|---|---|---|
Accounts Payable | The Accounts Payable User can upload Vendor Invoices, set AWB Costs, and perform every action in the A/P section of the system. | A/P:
|
Accounts Receivables | The Accounts Receivables User can receive payments, process NSFs, and generate Finance Charges. | Home:
A/R:
Purchase Orders:
Setup:
|
Administrator | The Administrator has access to the whole system. This User can modify company settings, add new Users, etc. | Home:
Inventory:
Prebooks & SOs:
Purchase Orders:
Order Entry:
A/R:
A/P:
Tracking:
Reports Shipping:
Vendor:
QC:
Setup:
|
Cashier | The Cashier can process payments from Order Entry and A/R. | Order Entry:
A/R:
|
Credit Manager | The Credit Manager can process Customer credits and provide credit limit overrides. This User can also create and reopen credits. | Home:
Order Entry:
Setup:
|
Fulfillment | Fulfillment Users have access to every section of the Prebook Summary screen. They can make Allocations but not create Prebooks. | Prebooks and SOs:
|
Grower Company | The Grower Company has access to Grower Production options like Sowing Control, Data Sheets, and Production Cards. | Grower |
Inventory | The Inventory User has access to the Inventory and Staging Area. They can confirm products in the Inventory, add new Inventory, open boxes, print labels, set prices, and access the Vendor Availability screens. | Home:
Inventory:
|
Procurement Manager | The Procurement Manager has access to Purchase Orders, Prebooks, and Standing Orders. They can also manage Products and Vendors, and approve and confirm Purchase Orders. | Home:
Inventory:
Prebooks & SOs:
Purchase Orders:
A/P:
Vendor:
Setup:
|
Procurement User | A Procurement User can create and manage Purchase Orders. | Home:
Inventory:
Purchase Orders:
A/P:
Vendor:
|
Quality Control | Quality Control department. | QC:
|
Reports | Reports Users can access and export every report in the system. | Reports |
Sales | Sales Users can access Prebooks, Standing Orders, and Credits. Sales Users cannot modify Invoices once they were confirmed, and do not have access to allocations. | Home:
Prebooks & SOs:
Order Entry:
|
Sales Allocations | Sales and Allocations Users can access Prebooks, Standing Orders, Order Entry and Credits. These Users cannot modify confirmed Invoices, approve, or reject open Credits. | Prebooks & SOs:
Order Entry:
|
Sales Manager | The Sales Manager has access to Prebooks, Standing Orders, Order Entry and Credits including fulfillment and allocations. In addition, they can override credit limits and Inventory pricing, and manage Customers. | Home:
Inventory:
Prebooks & SO's:
Purchase Orders:
Order Entry:
Vendor:
Setup:
|
Setup | Setup Users can manage the Company’s settings. | Setup:
|
Shipping | Shipping Users can process shipments, send EDIs, print labels and BOLs. | Tracking:
Shipping:
Setup:
|
Scanner | A Scanner User enables access to mobile scanners via the API. Is each scanner a User? Scanner Users can only have one User Role. There is no limit to the amount of Scanner Users. | ??? |
Tracking | Tracking Users can track AWB and Truck Shipments. | Tracking:
|