Access Levels Defined

The tables below define each available Access Level, organized by tab. For Customer, Product, and Vendor File Security fields, also see the Master File Security page.

Files

Access Level	Definition
SETUP SYSTEM USERS	Permission to create a new user in the User Master. Still allows access to the User Master screen.
SETUP ACCESS LEVELS	Permission to edit company Access Levels. Still allows access to the Access Levels screen.
COMPANY MASTER FILE	Permission to edit the Company Master File.
BRANCH MASTER FILE	Permission to view the Branch Master screen.
CUSTOMER MASTER FILE	Permission to view the Customer Master screen.
VENDOR MASTER FILE	Permission to view the Vendor Master screen.
SALESMAN MASTER FILE	Permission to view the Salesman screen.
PRODUCT MASTER FILE	Permission to view the Product Master.
BANK MASTER FILE	Permission to view the Bank Master.
BRANCH FILE LISTING	Permission to use "Report" button in Branch Master screen.
CUSTOMER FILE LISTING	Permission to use "Report" button in Customer Master screen.
CUSTOMER CATEGORY LISTING	Permission to use "Report" button in Customer Category screen.
PRODUCT FILE LISTING	Permission to use "Report" button in Product Master screen.
PRODUCT LINE LISTING	Permission to use "Report" button in Product Line screen.
SALESMAN LISTING	Permission to use "Report" button in Salesman screen.
A/R TERMS LISTING	Permission to use "Report" button in A/R Terms screen.
TAX FILE LISTING	Permission to use "Report" button in Tax screen.
A/P TERMS LISTING	Permission to use "Report" A/P Terms screen.
VENDOR FILE LISTING	Permission to use "Report" button in Vendor Master screen.
VENDOR CATEGORY LISTING	Permission to use "Report" button in Vendor Category screen.
SHIP VIA LISTING	Permission to use "Report" button in Ship Via screen.
MASS CHANGE CUSTOMER	Permission to perform a Customer Mass Change.
MASS CHANGE PRODUCT	Permission to perform a Product Mass Change.
MASS CHANGE VENDOR	Permission to perform a Vendor Mass Change.
UTILITY MENU	Access to the options in the Utility menu in the main toolbar.
MASTER FILE MENU	Access to the options in the File menu in the main toolbar.
DELETE CUSTOMER	Ability to delete a customer account from the system.
DELETE PRODUCT	Ability to delete a product from the system.
CUSTOMER FILE SECURITY FIELDS	Ability to edit the "Secure" fields in the Customer Master. See the Master File Security page for more information.
PRODUCT FILE SECURITY FIELDS	Ability to edit the "Secure" fields in the Product Master. See the Master File Security page for more information.
VENDOR FILE SECURITY FIELDS	Ability to edit the "Secure" fields in the Vendor Master. See the Master File Security page for more information.
MASTER FILE SECURITY FIELDS	Ability to edit the Master File Security settings. See the Master File Security page for more information.
CHANGE PRODUCT NUMBER	Ability to change the product number of a product.
CHANGE PRODUCT SERIAL NUMBERS	Ability to change the serial numbers entered for a product.
VIEW SHARED CALENDARS	Permission to view shared group calendars.
REPORT WRITER	Access to the Report Writer screen.
CUSTOMER EXPORT	Ability to export customer information to a CSV file.
CHANGE PRODUCT MASTER FILE	Ability to edit fields in the Product Master.
CHANGE BRANCH MASTER FILE	Ability to edit fields in the Branch Master.
CHANGE CUSTOMER MASTER FILE	Ability to edit fields in the Customer Master.
CHANGE VENDOR MASTER FILE	Ability to edit fields in the Vendor Master.
CHANGE SALESMAN MASTER FILE	Ability to edit fields in the Salesman screen.
CHANGE BANK MASTER FILE	Ability to edit fields in the Bank Master.
DELETE TASK/EVENT FOR OTHER USERS	Ability to delete tasks and events from other users calendars. Does not affect the ability to delete your own tasks/events.
CUSTOMER LABELS	Permission to use "Labels" button in Customer Master screen.
VENDOR LABELS	Permission to use "Labels" button in Vendor Master screen.
CHANGE KEYWORDS IN PRODUCT MASTER	Ability to edit the "Keywords" tab in the Product Master.
PURGE PRICE CONTRACTS	Access to the "Purge" (which deletes expired contracts) button in the Price Contracts screen.
SETUP CALENDAR EVENT TYPE	Ability to create a <New Event Type> from the calendar.
CO-OP PROGRAM	Ability to access the Customer Rewards Program screen.
VIEW WEB PASSWORD FOR CONTACTS	Ability to view the password under the Web Permissions tab for a Customer Contact.
VIEW CUSTOMER AUDIT	Ability to view the Audit tab in the Customer Master.
VIEW VENDOR AUDIT	Ability to view the Audit tab in the Vendor Master.
VIEW PRODUCT AUDIT	Ability to view the Audit tab in the Product Master.
VIEW S/O AUDIT	Ability to view the Audit tab in the Sales Order screen.
VIEW P/O AUDIT	Ability to view the Audit tab in the Purchase Order screen.
SALESMAN COMMISSION MATRIX	Access to the Salesman Commissions Matrix.
RECALCULATE SALESMAN COMMISSIONS	Ability to run the Recalculate Salesman Commissions process.
INVEST IN IDEA XCHANGE	Ability to pledge an investment on the Idea xChange.
SALES MANAGER DASHBOARD	Access to the Sales Manager Dashboard, under the Analytics menu.
OPPORTUNITY PIPELINE	Access to the Opportunity Pipeline, under the CRM menu. This also includes the ability to add quotes to the Opportunity Pipeline, through the Sales Order screen.
INVENTORY DASHBOARD	Access to the Inventory Dashboard, under the Analytics menu.
ANALYTICS MENU	Access to the Analytics menu.
VIEW CUSTOMER ATTACHMENTS	Permission to view the documents under the Attachments tab in the Customer Master.
CHANGE OR ADD CONTACTS	Ability to edit or add contacts to Customers and Vendors.

Sales

Access Level	Definition
RELEASE ORDER HOLD	Ability to release Sales Orders for customers on Credit Hold.
SALES ORDER MENU	Access to the options in the Sales > Order slideout menu.
POINT OF SALE MENU	Access to the Point of Sale menu.
CUSTOMER SERVICE INQUIRIES	This field is inactive
SALES REPORTS AND ANALYSIS	This field is inactive
PRICE PAD	Access to the Price Pad.
COST OVERRIDES S/O & QUOTES	Ability to change the Cost of a product for a Sales Order or Price Quote.
CHANGE OED SCREEN COLUMNS	Ability to change the columns displayed under the Details tab in the Sales Order Entry screen.
SALES ORDER ENTRY	Ability to enter a Sales Order.
TRUCK SCHEDULE	Permission to access the Truck Schedule screen.
SALES ORDER BATCH PRINTING	Permission to batch print Sales Orders.
BACKORDER PRINTING	Permission to print backorders.
PURGE COMPLETED ORDERS	Ability to purge completed Sales Orders.
RECALCULATE ORDER	Ability to recalculate a Sales Order ("recalculate tab in the Sales Order screen).
FAX P/O FROM S/O	Ability to fax a Purchase Order from the linked Sales Order.
SALES ORDER REPRINT	Permission to reprint a Sales Order that has already been printed.
SALES ANALYSIS INQUIRY	Access to the Sales Analysis Inquiry screen.
POS CUSTOMER CREDIT OVERRIDE	Ability to allow a Point of Sale Customer to pay with credit.
CANCEL SALES ORDER	Permission to cancel a Sales Order.
PURCHASE ORDER REQUISITIONS	Access to the Special Purchase Requisitions screen.
LINK P/O IN SALES ORDERS	Ability to link a Sales Order to a Purchase Order.
SALES ORDER CORRECTION	Permission to edit an existing Sales Order.
SALESMAN/WRITER BOOKING REPORT	This field is inactive
S/O ORDER TYPE FIELD	Permission to edit "Order Type" field in the Sales Order screen.
CHANGE SALESMAN IN S/O	Permission to edit the "Salesman" field in the Sales Order screen.
SALESMAN COMMISSIONS MENU	Access to the Salesman Commissions menu.
FAST PRODUCT ENTRY IN S/O	Permission to enter a Fast Product in a Sales Order.
PRICE OVERRIDE BELOW G/P%	Ability to enter a price override that results in a Gross Profit percentage that is below the minimum set in your Company Master.
OVERRIDE MINIMUM ORDER DEPOSIT IN POS	Ability to override the minimum order deposit required for a Point of Sale Transaction.
ALLOW SUSPEND IN POS WITH CASH APPLIED	Ability to suspend a Point of Sale order that has cash applied.
OVERRIDE RETURN MERCHANDISE CHECK IN S/O	Ability to override the Return Merchandise check (which requires you to match the returned product to a previous invoice for the customer) in Sales Order entry.
RETURNS IN S/O ENTRY	Ability to process a customer return in the Sales Order screen.
NON-STOCK ITEM RETURNS IN S/O ENTRY	Ability to process a non-stock customer return in the Sales Order screen.
CHANGE P/Q PRODUCT DESCRIPTION	Permission to edit the "Quote Description" field in the Product Master.
UPDATE S/O AFTER CONFIRMED	Ability to edit a Sales Order after it has been Ship Confirmed.
ALLOW DISCARD/INSPECT FOR RETURNS	Permission to select "Discard" or "Inspect" for a returned product.
PRINT P/O FROM S/O	Ability to print a Purchase Order from the linked Sales Order.
SEE SALESMAN COST	Permission to view the Salesman Cost field, as it is defined in your Company Master.
INFORM MARKETING MANAGER	Access to the Inform Marketing Manager screen.
DELETE PRICE QUOTE	Ability to delete an existing Price Quote.
SHIPMENT CONFIRMATION ENTRY	Ability to enter a Shipment Confirmation.
CHANGE SHIPMENT CONFIRMATION	Ability to open and edit a Shipment Confirmation.
CHANGE P/Q DEFAULT TO PRINT PRODUCT #	Ability to change the Price Quote default flag to print the Product Number.
SALESMAN LEDGER	Access to the Salesperson Dashboard.
RF WMS - S/O CANCEL B/O	Ability to cancel backorders on Sales Orders. This access level only applies for companies using the Wireless Warehouse RF module.
CHANGE WRITER IN S/O	Ability to change the Writer initials in the Sales Order.
CHANGE PRICE CONTRACT IN S/O	Ability to change the Price Contract (Header tab > Other tab > Price Contract) in the Sales Order. This does not prevent users from changing the price on contract items.
CHANGE MISC CHARGES IN S/O	Ability to change the Miscellaneous Charge, under the Final tab in the Sales Order. This includes the ability to remove the charge.
CHANGE FREIGHT COST IN S/O	Ability to change the Freight Cost, under the Final tab in the Sales Order.
CHANGE STATUS IN FAST PRODUCT ENTRY	Ability to change the Special Status (Active, Nonstock, Consumable, etc.) when creating a Fast Product.
CHANGE BRANCH IN S/O	Ability to change the Branch for the Sales Order.
CHANGE TAX IN S/O	Ability to change the Tax Code for the Sales Order.
CHANGE TERMS IN S/O	Ability to change the Terms Code for the Sales Order.
ENTER A MANUAL SHIPTO IN S/O ENTRY	Ability to enter a Manual Ship To for the Sales Order.
CHANGE S/O AFTER TRUCK SCHEDULED	Ability to edit a Sales Order after it has been Truck Scheduled.

Pricing / Costing

Access Level	Definition
PRICE MATRIX FILE	Access to the Price Matrix screen.
PRICE QUOTE	Ability to enter a Price Quote in the Sales Order screen.
PRICE SERVICE UPDATE	This field is inactive
PRICE CHANGE UPDATE	Access to the Price Change Update options.
PRICING MENU	Access to the Pricing menu in the main toolbar.
PURGE PRICE QUOTES	Ability to purge expired price quotes.
CHANGE SALESMAN IN P/Q	Ability to edit the "Salesman" field in a Price Quote.
SEE COST AND GROSS PROFIT	Permission to view Cost and Gross Profit fields (other than the Salesman Cost). This access level applies to multiple screen where cost and gross profit may be displayed, including the Sales Order Report, Inventory Inquiry and Salesperson Dashboard.
SEE SALESMAN COST	Permission to view only the Salesman Cost. The Salesman Cost is set in your Company Master Pricing/Costing tab. This access level applies to multiple screen where cost and gross profit may be displayed, including the Sales Order Report, Inventory Inquiry and Salesperson Dashboard.
SEE REBATE COST IN S/O	Permission to view the raw Rebate Cost in a Sales Order.
PRICE OVERRIDE IN S/O	Permission to override a sell price in a Sales Order.
PRICE OVERRIDE IN P/Q	Permission to override a sell price in a Price Quote.
PRICE OVERRIDE BELOW G/P%	Permission to enter a price for a product that is below the minimum Gross Profit percent.
COST OVERRIDE IN S/O	Permission to override a cost for a product in a Sales Order.
COST OVERRIDE IN P/Q	Permission to override a cost for a product in a Price Quote.
PO MATRIX FILE	Access to the Purchasing Matrix screen.
RE-INDEX VENDOR REBATES	Permission to re-index the Vendor Rebates.
CHANGE TAX IN S/O	Permission to change the Tax Code in the Sales Order screen.

Invoicing

Access Level	Definition
SALES INVOICE UPDATE	Ability to change an A/R Invoice.
INVOICE MENU	Access to the Invoicing menu in the main toolbar.
DELETE POS/ONE STEP INVOICE	Ability to delete a Point of Sale invoice transaction.
INVOICE ENTRY & CORRECTION	Ability to click the "Create Invoice" button on the Final tab of the Sales Order.
PURGE PAID INVOICES	Permission to purge paid invoices.
POS UPDATE	Permission to update the Point of Sale batch.
VOID INVOICE	Ability to void an invoice.
AUTOMATED INVOICING	This field is inactive
SUSPEND INVOICE	Ability to suspend an invoice.
POST POS INVOICE TO A/R	Permission to post Point of Sale invoices to Accounts Receivable.
POST POS TYPE CS - CASH	Permission to post cash Point of Sale transactions to Accounts Receivable.

Purchasing / Inventory

Access Level	Definition
STOCK RECEIPTS	Access to the Stock Receipts screen.
INVENTORY CONTROL MENU	Access to the Inventory menu in the main toolbar.
PURCHASING MENU	Access to the Purchasing menu in the main toolbar.
WAREHOUSE MENU	Access to the Warehouse menu in the main toolbar.
CHANGE TERMS IN P/O	Permission to change the payment terms in a Purchase Order.
DELETE PURCHASE ORDER	Ability to delete an existing Purchase Order.
INVENTORY ADJUSTMENT	Permission to perform an Inventory Adjustment.
P/O ENTRY & CORRECTION	Ability to enter and edit a Purchase Order.
P/O INQUIRY	Permission to view a Purchase Order in Inquiry mode.
FAX P/O FROM P/O ENTRY	Ability to fax a Purchase Order from the Purchase Order screen.
PHYSICAL INVENTORY ENTRY	Ability to enter Physical Inventory amounts.
PHYSICAL INVENTORY UPDATE	Ability to post Physical Inventory Update.
PRODUCT ANALYSIS	Access to the Product Analysis screen.
PURGE COMPLETED TRANSFERS	Ability to purge completed stock transfers.
CHANGE G/L IN INVENTORY ADJUSTMENT	Ability to change the General Ledger account when posting an inventory adjustment.

Accounting

Access Levels	Definitions
INVOICE RECEIPTS	This field is inactive
A/P INVOICE ENTRY	Access to the A/P Invoice Entry screen.
A/P CHECK PRINT	Access to the A/P Check Print screen.
A/P CHECK VOID	Access to the A/P Check Void screen.
A/R CASH RECEIPTS	Access to the Cash Receipts screen.
FINANCE CHARGES	Ability to generate Finance Charges.
ACCOUNTING MENU	Access to the Accounting menu in the main toolbar.
GENERAL LEDGER MENU	Access to the General Ledger menu.
ACCOUNTS PAYABLE MENU	Access to the Accounts Payable menu.
ACCOUNTS RECEIVABLE MENU	Access to the Accounts Receivable menu.
EXECUTIVE INFORMATION SYSTEM	This field is inactive
E.O.M. CLOSINGS	Access to End of Month Closing & Journals screen.
P&L COMPANY SUMMARY	Ability to view Profit and Loss Company information.
CUSTOMER LEDGER	Access to Customer Ledger screen.
VENDOR LEDGER	Access to Vendor Ledger screen.
PAYROLL ENTRY	This field is inactive
FOREIGN CURRENCY EXCHANGE MENU	This field is inactive
BANK RECONCILIATION ENTRY	Access to the Bank Reconciliation screen.
BANK LEDGER	Access to the Bank Ledger screen.
HIGH ACCESS LEVEL VENDOR	Permission to access information pertaining to High Access Level vendors.
CUSTOMER CREDIT REFERENCE	Ability to view the Credit References tab in the Customer Master.

Miscellaneous

Access Level	Definition
PRODUCTION CONTROL SYSTEM	This field is inactive
FAX DOC FROM PRINTER SELECTOR	Ability to fax a document from the printer window.
HOLD FILES	Access to the Hold Files screen to view reports the user has saved to the Hold Files.
TCL ACCESS	This field is inactive
SEE ALL USERS HOLDFILES	Ability to see all users' Hold Files in the Hol