User Roles

In this article, you will learn about all the available user roles.

Table of Contents


Assign a User Role

To assign or edit the User roles of your Company’s Users, do the following instructions:

  1. Go to Setup and select Users.

  2. Click on Company.

  3. Search the User you want to modify.

  4. Click on Edit from the actions column.

  5. Check the box next to the Roles you want to assign.

  6. 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.

 

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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

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:

  • PO Reconciliation

  • AWB Reconciliation

Accounts Receivables

The Accounts Receivables User can receive payments, process NSFs, and generate Finance Charges.

Home:

  • Dashboard

  • Start

A/R:

  • Open Invoices

  • Receive Payment

  • Payment History

  • Aging / Statements

Purchase Orders:

  • Purchase Order Summary

Setup:

  • Customers

Administrator

The Administrator has access to the whole system. This User can modify company settings, add new Users, etc.

Home:

  • Sales Dashboard

  • Start

Inventory:

  • Inventory Summary

  • Staging Area

  • Add Inventory

  • Pricing

Prebooks & SOs:

  • Prebook Summary

  • Add Prebook

  • Standing Order Summary

  • Add Standing Order

Purchase Orders:

  • Purchase Order Summary

  • Add PO

Order Entry:

  • Order Summary

  • Add Order

  • Credit Summary

  • Add / Edit Credit

A/R:

  • Open Invoices

  • Receive Payment

  • Payment History

  • Aging / Statements

A/P:

  • PO Reconciliation

  • AWB Reconciliation

Tracking:

  • AWB Summary

  • Truck Summary

Reports Shipping:

  • Order Summary

  • Inventory

  • EDI

Vendor:

  • Confirm POs

  • PO Summary

  • AWB Summary

  • Add AWB

QC:

  • QC Summary

  • Add Inspection

Setup:

  • Customers

  • Vendors

  • Products

  • Price Lists

  • Carriers

  • Box Dimensions

  • Settings

  • Users

  • Locations

Cashier

The Cashier can process payments from Order Entry and A/R.

Order Entry:

  • Order Summary

  • Add Order

A/R: 

  • Open Invoices

  • Receive Payment

  • Payment History

Credit Manager

The Credit Manager can manage Customer Credits and provide credit limit overrides. This User can also create and reopen credits.

Home:

  • Sales Dashboard

Order Entry:

  • Credit Summary

  • Add/Edit Credit

Setup:

  • Customers

Fulfillment

Fulfillment Users have access to every section of the Prebook Summary screen. They can make Allocations but not create Prebooks.

Prebooks and SOs:

  • Prebook Summary

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:

  • Sales Dashboard

  • Start

Inventory:

  • Inventory Summary

  • Staging Area

  • Add Inventory

  • Pricing

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:

  • Sales Dashboard

  • Start

Inventory:

  • Inventory Summary

  • Staging Area

  • Add Inventory

Prebooks & SOs:

  • Prebook Summary

  • Add Prebook

  • Standing Order Summary

  • Add Standing Order

Purchase Orders:

  • Purchase Order Summary

  • Add PO

A/P:

  • PO Reconciliation

Vendor:

  • Confirm POs

  • PO Summary

  • AWB Summary

  • Add AWB

Setup:

  • Vendors

  • Products

  • Users

Procurement User

A Procurement User can create and manage Purchase Orders.

Home:

  • Sales Dashboard

  • Start

Inventory:

  • Inventory Summary

  • Staging Area

  • Add Inventory

Purchase Orders:

  • Purchase Order Summary

  • Add PO

A/P:

  • PO Reconciliation

Vendor:

  • Confirm POs

  • PO Summary

  • AWB Summary

  • Add AWB

Quality Control

Quality Control department.

QC:

  • QC Summary

  • Add Inspection

Reports

Reports Users can access and export every report in the system.

Reports

Sales

Sales Users can access and manage Prebooks, Standing Orders, and Credits. Sales Users cannot modify Invoices once they were confirmed, and do not have access to allocations.

Home:

  • Sales Dashboard

  • Start

Prebooks & SOs:

  • Prebook Summary

  • Add Prebook

  • Standing Order Summary

  • Add Standing Order

Order Entry:

  • Order Summary

  • Add Order

  • Credit Summary

  • Add/Edit Credit

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:

  • Prebook Summary

  • Add Prebook

  • Standing Order Summary

  • Add Standing Order

Order Entry:

  • Order Summary

  • Add Order

  • Credit Summary

  • Add/Edit Credit

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:

  • Dashboard

  • Start.

Inventory:

  • Inventory Summary

  • Staging Area

  • Add Inventory

  • Pricing.

Prebooks & SO's:

  • Prebook Summary

  • Add Prebook

  • Standing Order Summary

  • Add Standing Order

Purchase Orders:

  • Purchase Order Summary

  • Add PO

Order Entry:

  • Order Summary

  • Add Order

  • Credit Summary

  • Add/Edit Credit

Vendor:

  • Confirm POs

  • PO Summary

  • AWB Summary

  • Add AWB.

Setup:

  • Customers

  • Products

  • Price Lists

  • Carriers

Setup

Setup Users can manage the Company’s settings.

Setup:

  • Settings

Shipping

Shipping Users can process shipments, send EDIs, print labels and BOLs.

Tracking:

  • AWB Summary

  • Truck Summary

Shipping:

  • Order Summary

  • Inventory

Setup:

  • Carriers

  • Box Dimensions

Scanner

A Scanner User enables access to mobile scanners via the API.

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:

  • AWB Summary

  • Truck Summary

  • Inbound Truck Summary


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