This guide covers:
Minimum user group settings required to perform a physical stocktaing
How to make a user group with minimum rights to perform a physical stocktaking
How to add a user into a user group, and how to grant them access to a specific store location.
Below are the minimum user group settings required to perform a physical stocktaing:
All settings should be left blank or unchecked, except for the following:
This user group can access section:
Back office: Checked off
Main Modules section:
Reports: Checked off
Product catalog: View: All
Suppliers: View: All
Physical Stocktaking:View: All Add: Checked off Edit: Added by myself
First, you must make a new User Group where your minimum rights employees will be placed.
In the back office, navigate to the Settings module and select User groups.
Click New to create a new user group.
From here, you can name the user group and define its levels of access. Ensure Erply back office is checked off.
If needed, you can define additional user rights for specific back office actions in the Main Module section as noted above. Save your user group when you’re done.
Need to add a new employee? Check out our guides on adding an employee and creating a user to ensure they can perform a perform a physical stocktaking.
Click the Settings module and select Users.
Click on the user that you want to grant access to perform a physical stocktaking. Find the User groups field and select your newly created user group.
Scroll down to the User information section. Be sure to check off boxes next to every location where the employee should be able to perform a physical stocktaing for.
Press the Save button to save these changes.