Sales Representatives - User Access
- Alex Morrisson
Sales Representatives or sales reps have been designed purposely to have limited access to BUZ.
Limitations that sales reps include
Sales Reps can only see orders that they have placed.
They can see all contact cards, even being assigned to another sales rep.
Unable to edit the dashboard
Sales reps can only see the Pending quotes that they have placed.
Unable to approve discounts above the maximum value set in the Group
Cannot apply a credit note, view product costs or invoice an order
Cannot view Purchasing, Job tracking, dispatch, reports or settings area.
If an order requires “Discount approval or “Credit Approval” or has not met the minimum deposit amount, Sales rep users will not be able to email or print quote templates,
If you want the rep to still be able to email/print the quote, you can change the document template not to be a quote type.
Sales reps cannot view any reports, nor can they view or edit any settings.
Further restrictions can be placed if you require them.
More information about setting up a Sales rep can be found here
Sales Representatives - Calendar