Inform's Access Levels allow you to control which salespeople can adjust prices or see cost and gross profit information in MobiOrder. You can assign an Access Level number to a salesperson when you grant them MobiOrder access in the User Master. (See also Add a MobiOrder user.) You can change a user's access level at any time; assignments take effect immediately.
- In Inform ERP, go to File > Company > Access Levels.
- Click Edit.
- Type an Access Level number for the options shown in the table below, and then click Save.
|
Access Level Category |
Tab | Allows Salesperson to . . . |
|---|---|---|
| Change or add contacts | Files | Add or edit customer contacts. |
| Delete task/event for other users | Files | Add, edit, and delete activities for other participants. |
| Sales order entry | Sales | Enter a sales order. |
| Enter a manual ship to in S/O entry | Sales | Enter a manual ship-to address during check out in MobiOrder. |
| Change price for contracted items in S/O and quotes | Pricing/Costing | Override prices on sales orders and quotes for items on a price contract. |
| Price quote | Pricing/Costing | Enter a price quote or convert a web order to a price quote. |
| See cost and gross profit | Pricing/Costing | View Cost and Gross Profit options (other than the Salesman Cost). |
| See salesman cost | Pricing/Costing | View only the salesman cost. |
| Price override in S/O | Pricing/Costing | Override a sell price on a sales order. |
| Price override in P/Q | Pricing/Costing | Override a sell price on a price quote. |
| Price override below G/P% | Pricing/Costing | Enter a price that is below a product's minimum gross profit percentage. |