Create a User/Group Actions - Sales Security

• Create a User > Security tab > Actions button > Sales Security

• Create a User Group > General tab > Actions button > Sales Security

To check all boxes in the grid at once, click the All button located to the left above the grid.

To clear the check-marks from all boxes, click the None button located to the right above the grid.

To allow users to enter or edit individual line item discounts on the Merchandise tab of sales orders and the Sell Merchandise tab of exchanges, check the box at this field.

To prevent users from entering individual line item discounts in sales order and exchange entry, leave the field blank. When this box is not checked, the only line discount option available is the auto-apply feature.

Note that this setting applies to the Discount field on the Merchandise/Sell Merchandise tabs only, and does not apply to discounts entered on the Payment tab of order entry.  

To allow users to access the Sales Margin Scratchpad screen (available from the Actions menu on the Merchandise tab of Enter a Sales Order), check the box. You can use the scratchpad screen to examine how the sales margin dollars and sales margin percent are affected by changes in the selling price of indicated products. Leave the box blank to deny access to the sales margin scratchpad.

To allow users to reserve stock or back order merchandise on multi-leg transfers, check this box. Otherwise, leave this box blank.  

Check this setting to allow a user to bypass entering their initials and password during the Sales Order, Quick Sale, Service Order, Exchange, Return, and Sales Adjustment processes as defined in the Verify User ID During Entry field in the Advanced tab of Point of Sale Control Settings.

To allow users to override the number of Fill Days in the Product Full Display Screen, check the box at this field.  Otherwise, leave the box blank.

To allow individual users and user groups to change marketing codes on existing sales orders for which no part has been completed, check the box at this field.  To prevent such users from editing marketing codes on existing orders, leave the field blank.

To allow users to edit order completion dates via the Completion Date Entry Screen, check the box.  Otherwise, leave the field blank.  If this field is blank for the log-on user, the Access Control Window appears and prompts for the security override information.  A qualified user must provide this information before the log-on user can access and change an order completion date.

The ability to back-date an order's completion date can also be affected by your Point of Sale Control Settings, Days to Allow Completion Backdating field.

To allow users to edit the Customer Price Category field in the following routines, check the box at this field.  Otherwise, leave the box blank.

• Advanced Customer Settings (Point of Sale tab)

• Customer Order Information Screen (Billing tab)

This setting only applies to delivery status and not to pickup status or service order status. To allow users to change the delivery status on a sales order or exchange, check this box. Otherwise leave the box blank. If you do not have permission to change the Status, a security override is required to proceed with the change.  

Use this field to restrict users from making changes via the Sales Order Entry and Exchange Entry routines to the inventory associated with the first delivery date on scheduled (SCH) orders.  If you leave this box blank and the following is true, the system restricts users from making changes to line items that affect the inventory included on delivery tickets.

• The order is scheduled (SCH) for delivery,

• the delivery ticket has been printed, and

• the current date falls within the number of days prior to the scheduled delivery date specified at the In-Process Delivery Restriction Days field on the Logistics tab in the Point of Sale Control Settings.

In this way, you can restrict users from making changes that affect inventory that is being processed for delivery to the customer.

This setting restricts users from:

• deleting the order

• deleting the line item

• changing the zip code of the ship-to address

• changing the first delivery date on the order

• changing the route on the order

• changing the status from SCH (scheduled) to any other status

• changing the line item from a delivery type line to any other line type

• changing the shipping location on a line item

• changing the stocking location on a line item

• changing the as-is status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc.

• status of a line item

• decreasing the quantity ordered to an amount below the quantity scheduled for that date, provided the inventory is not reserved

• decreasing the quantity scheduled for that date, provided the inventory is not reserved

• decreasing the inventory assigned and/or reserved below the quantity scheduled

• exchanging any assigned inventory for different pieces

• changing the first date on a line item to later date

• changing the auto-fill days so that the inventory scheduled for the first date is no longer within the fill days

To allow the user/user group to change the quantity at the Quantity Picked Up field in Complete a Pickup without Accessing Order Entry, check this box. Otherwise, leave the box blank.

This setting only applies to pickup status details and not delivery. To allow users to change the pickup details on a sales order, check this box. Otherwise leave the box blank. Users without this setting enabled must obtain a security override in order to proceed with the change.  

To allow users to access the Adjust the Net Total screen to adjust the sales order net total amount (a.k.a. "Out The Door" total), check this box. Otherwise, leave the box blank. If you do not have this field enabled, the Security Override Screen displays when you click the Action button at the Net Total field in sales order entry.

To allow users to edit the Commission Category field on the Commission/Spiff Updates Screen, check the box. Otherwise, leave the box blank.

This setting applies only to Enter a Sales Order and Enter an Exchange. If you leave this check box empty, users/user groups are only permitted to complete orders and exchanges when the login location matches the shipping location of the lines being completed. If a user does not have the ability to complete orders whose ship and login locations do not match, the standard security override is offered. If you check the box at this setting, the user/user group can complete sales orders and exchanges whose ship location and login location do not match. When creating a new user, this setting defaults to checked, unless you assign a user group that has this setting unchecked.

To allow a user or group of users to create an order with the items in the current shopping cart from within eRoam, check this box. If this box is not checked, the user does not have access to the Create Order button in eRoam and therefore cannot convert an eRoam shopping cart to an order.

If this setting is not checked, all on-the-fly purchase orders created by the user from within Enter a Sales Order and Enter an Exchange are placed on hold regardless of other "on-hold" settings. If you check this box, purchase orders created on-the-fly by the user follow the usual business rules regarding whether or not the purchase order is placed on hold.

To allow users to delete a special order line from a sales order or from the sale portion of an exchange at any time, check this box. Users who do not have this box checked cannot delete a special order line from a sales order/exchange unless they obtain a security override from a user with this setting enabled. This security is enforced whether the special order line is linked to a purchase order or was reserved from stock.  

To allow users to discount point of sale dollar adjustments, check this box. Otherwise, leave the box blank.

To allow users to select the Auto-Apply actions in order entry, check this box. Options are: Start Automated Line Discounting, Suspend Automated Line Discounting - Remove Discounts. If this box is left blank, users are required to obtain a manger's approval in order to use these options.

To allow users to apply sales discounts that are designated manager only discounts, check this box. Otherwise, leave the box blank.

As orders are updated or merchandise is returned, discounts are constantly reevaluated to be sure they still qualify. Only users with this box checked are permitted to retain an ineligible discount. Leave the box blank if users are not permitted to override sales discount restrictions. 

To allow users to suspend the Auto-Apply process, while retaining the discounts applied to the order, check this box. Otherwise, leave the box blank. When the box is checked, users can make modifications to the sales order while still retaining the current discounts.

To allow users to add or edit a builder's allowance An amount specified by a contractor to cover goods on an order. The amount covers the contractor's costs for specific items. If the contractor's customer selects alternate items and the cost exceeds the builder's allowance, the customer assumes the difference. on a multi-ship-to sub-document, check the box. Otherwise, leave the box blank.

To allow users to enter or edit layaway orders, check the box. Otherwise, leave the box blank.  If this box is blank, users must obtain a security override from an authorized user to process a layaway order.

To allow users to enter or edit multi ship masters, check the box. Otherwise, leave the box blank. If this box is blank, users must obtain a security override from an authorized user to process a multi ship masters.

To allow users to enter or edit sales orders and convert shopping carts to sales orders, check the box. Otherwise, leave the box blank.  If this box is blank, users must obtain a security override from an authorized user to process a sales order.

To allow users to enter or edit sales quotes, check the box. Otherwise, leave the box blank.  If this box is blank, users must obtain a security override from an authorized user to process a sales quote A sales transaction in which a customer receives a documented selling price for specified merchandise in exchange for the customer's contact information. No merchandise is reserved and no deposits are accepted. order.

Check this box to grant users access to the Maintain a Customer's Own Goods (COG) Order screen in entry mode from View Customer Activity. If the box is not checked, users can access the screen in read-only mode.

Check this box to grant users access to the Enter a Return screen in entry mode from View Customer Activity. If the box is not checked, users can access the screen in read-only mode.

Check this box to grant users access to the Enter a Sales Order screen in entry mode from View Customer Activity. If the box is not checked, users can access the screen in read-only mode.

To allow a user to have access to the Enter a Service Order entry process from View Customer Activity.

Check this box to grant users access to the Enter an Exchange screen in entry mode from View Customer Activity. If the box is not checked, users can access the screen in read-only mode.

To allow users to access the Maintain Customer Deposits routine from within Enter a Sales Order, check the box. If you have permission and you delete an order to which a deposit has been applied, the system asks if you want to access the Maintain Customer Deposits routine. If you answer yes, you can use the routine to:

• apply the deposit to another order,

• refund the deposit,

• put the deposit on-account, or

• issue a finance credit.

To allow users to add, remove, or adjust the coupon or subtotal discount in Enter a Return or Adjust Dollars on a Completed Order, check this box. If you leave this box blank, users cannot add a new coupon or subtotal discount, or update any automatically calculated discount amounts, on the return or adjustment.

To allow users to override the commission rules defined on the Pricing and Commissions tab in the Point of Sale Control Settings, check the box at this field.  Otherwise, leave the box blank.

• sales orders

• quick sales

• layaways

• quotes

• the "sale" portion of an exchange  

This field does not apply to any of the following, in which the original salespeople may come into play:

• returns

• dollar adjustments

• the "return" portion of an exchange

To allow users to override the restriction of a minimum deposit on Take With orders imposed by the Minimum Deposit Percent for Take With Lines field in the Accounts Receivable Control Settings, check the box at this field.  Otherwise, leave the box blank.

Note that this field applies only to the following order types:

• Enter a Sales Order

• Enter an Exchange

To allow users to convert a sales quote containing a discount code prior to the starting date of an advertised sale, check the box at this field.  If you leave this field blank, the user does not have permission and a security override from an authorized user is required.

Check this setting to allow the user to override the system-calculated restocking fee calculated in the Enter a Return and Enter an Exchange processes. This setting is checked by default.

To allow users to apply a sales coupon or sales discount code, even if the order subtotal is less than the Minimum Subtotal Required established for the coupon or discount code, check this box. If this box is blank, users must obtain a manager override to apply the coupon or sales discount code when the subtotal does not meet the required minimum.

To allow users to override restrictions on combining line and subtotal discounts, check this box. If this box is checked, users can apply a sales coupon or sales discount code on an order that already has a line discount or can apply a line discount on an order that already has a sales coupon or sales discount code applied. If you leave this field blank, users cannot combine line and subtotal discounts on an order.

To allow users to access vendor information via the Vendor Name Search, the Search for a Product, and the View Product Availability routines, check the box. To restrict user access to this vendor information, leave the box blank.  

If you leave the box blank, you restrict users from accessing the Vendor Name Lookup. Users can still enter vendor codes directly into Vendor fields (provided the field is not inactivated by this setting), but they cannot use the Lookup.  Also if you leave this field blank, you inactivate the Vendor Model, Vendor, and Display fields in the Advanced Product Lookup.

To allow users to update a delivery scheduled sales order or exchange via Enter a Sales Order/Enter an Exchange, check this box. Users without this box checked are prompted for a security override to proceed. Users without security clearance can access the sales order/exchange in view mode only and cannot make changes.  

The system uses this field during order entry to determine if users are permitted to update a special order line item that is linked to a purchase order that is not on hold.

• Regardless of this setting, if the purchase order is on hold, all users have access to update the special order line.

• If you check the box at this field, users can update the order quantity for a special order line item linked to a purchase order that is not on hold.  

• If the box at this field is not checked and the special order line item is linked to a purchase order that is not on hold, users cannot change the order quantity and the Remove button is inactive. In addition, access to the special order entry screen for the line item is in read-only mode; users cannot make any changes.

STORIS masks (encrypts) all but the last four digits of account numbers (for example, credit card or bank account numbers) entered during the order entry process.  The masking occurs once the numbers have been saved into the system and a user attempts to re-access the order. To allow users to view account numbers that are usually masked when re-accessing the order, check the box at this field.  If you leave this field blank, users cannot view masked (encrypted) account numbers.

The payment entry screen (for example, the Credit Card Entry Window) has an option at the Actions button called Account Number Full Display.  When you click on this option, the Access Control Window appears.  Users with the View Encrypted Finance, Credit Card, Check Account Numbers field checked can enter their user ID and password to temporarily unmask the account number.   

Use this field to restrict users from deleting sales orders. You have the following options:

• All - Allow to delete all sales orders (with or without money applied)

• None - Do not allowed to delete any sales orders

• Without Money - Allow to delete only sales orders with no money applied

This field affects regular sales orders only.  Separate fields exist on this screen to restrict users from deleting quotes, shopping carts, and/or layaways.

Use this field to restrict users from deleting exchanges. You have the following options:

• All - Allow to delete all exchanges (with or without money applied)

• None - Do not allowed to delete any exchanges

• Without Money - Allow to delete only exchanges with no money applied

To allow users to delete exchange orders only if no money has been applied to the order, select Without Money.  

Use this field to restrict users from deleting returns. You have the following options:

• All - Allow to delete all returns (with or without money applied)

• None - Do not allowed to delete any returns

• Without Money - Allow to delete only returns with no money applied

To allow users to delete returns only if no money has been applied to the order, select Without Money.  

Use this field to restrict users from deleting layaway A sales transaction in which a customer leaves a deposit to reserve specified merchandise. orders. You have the following options:

• All - Allow to delete all layaway orders, with or without money applied.

• None - Do not allow to delete any layaway orders.

• Without Money - Allow to delete only layaway orders with no money applied.

Use this field to specify the current user's access to sales information in reports and inquiries for locations to which they have access. You have the following options:

• No - the user can access only their own sales information. The Salesperson fields in reports and inquiries become inactive, and the user's ID code defaults into the field.

• Yes - the user can access sales information in reports and inquiries for locations to which they have access. When this option is selected, the Store field is active from which you can choose the store location.

• Store - the user can view sales information in reports and inquiries for the current store only.

To access this field, a check must appear in the Sales Security Access field on the Advanced page in the Point of Sale Control Settings.