Can create orders ー allows putting new Orders in the system, along with asset details
Can transfer orders ー allows transferring Orders across locations (when available)
Can delete orders ー allows deleting Order, making its profile and all details completely removed from the system
Can assign Managers and Specialists to the order ー allows setting optimal workload levels for employees on the “General info” tab
Can view the client info ー allows viewing details from customer profiles directly in the Order profile. When disabled, only asset-related data will be displayed
Note: when the Client Form has mandatory (required) fields, your employees will need this user access permission. Otherwise, they can not put new Orders in the system.
Can view the asset info ー allows viewing details from asset profiles directly in the Order profile. When disabled, only order-related data will be displayed
Can see calls — allows viewing the list of conversations and listening to call records directly in the event feed
Can edit the "Order info" fields ー allows making changes in order profiles
Can edit the "Works and materials" fields ー allows adding / editing materials and services in Order profiles
Can add services from the price list ー allows adding services from the “Services and Works list”
Can add services that are not in the price list ー allows adding services out of the “Services and Works list”
Can add materials from warehouse ー allows attaching parts / materials to Order (i.e. making Inventory write-offs from a corresponding warehouse). Personal access to Product Warehouses can be configured directly in employee profiles)
Can add materials that are out of stock ー allows attaching parts / materials that are not in stock
Can edit the services price ー allows updating service prices
Can edit the materials price ー allows updating prices of parts/materials
Can edit the closed order ー allows updating details in order profiles within the “Closed” and “Dropped off” group of statuses
Can create, edit and delete shared filters — allows creating, editing, or removing shared filters. When turned off, the action will be disabled
Can create assets — allows putting new Assets in the system on the “General info” tab directly in order profiles. When turned off, the “+” and “+ Create asset” buttons will be disabled. So that only existing assets will be available for selection.