1. Settings - Select Users
2. List of customers - Select adding a new customer
3. Adding customer data
Add data for the new user. Mandatory fields are marked with (*).
- Enter e-mail address. (Warning - entered e-mail address must be entered correctly, otherwise the user might not receive your invitation to use)
- Enter the Password for the user
- Enter the Name of the new user
- Enter the Surname of the new user
Specify whether he/she can see the prices on delivery notes, goods received notes, inter-warehouse transfer, and commission (add check mark) for ''Prices display''
Specify the place of perf. service (place of performing service), if it differs from the company's headquarters and warehouse from which the stock is written off when the delivery note/invoice is created.
Access can be restricted by entering the IP address of your company, which will make logging in possible only from your company.
If the user is employed in your company, work/hour expense can be determined for him/her, which will be considered when executing the work order.
If the user is your supplier/producer - select his/her company (the user's work expense on the work order will be taken into account via the purchase price list).
If documents, created by the user, should be recorded under a particular profit center, select that profit center (header to the right)
The picture of the scanned signature can also be added to the output documents.
Additional settings - retail - fiscal cash register
Assign the following to a user:
- Warehouse from which the goods are sold
- Business unit and tax number (in the header of the user page to the right)
- Retail customer, price list, and cash register
Optional
- Set a new retail invoice to open upon logging in
Specify the user's rights
The user's rights can be specified by adding or removing the check mark for sections that are assigned/removed to/from the user.
Example: customer should see only his/her sales invoices - this is how the check marks should be set:
- Sales - no
- Customer - yes
- Administrator - own records - yes
- Invoice - no
- Administrator - own records - yes
- Reports - all - no
- Sales - no
- Domestic sales invoice - yes
If the ''overview'' option is selected, the user can still view certain documents, but cannot edit/add/delete them.
If the work consumption input option is selected for Work orders - Worker, the user will not see the prices but will only see the work orders he/she is planned for or currently works for.
4. Save entered User data
Save your entries by clicking on the ''Save'' button.