This guide covers:
Minimum user group settings required to convert orders to POs
How to make a user group with minimum rights to convert orders to POs
How to add a user into a user group, and how to grant them access to a specific store location.
Minimum user group settings required to convert orders to POs
Below are the minimum user group settings required to convert orders to purchase orders:
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:
Orders: View: All
All purchase documents: View: All Add: Checked off
Create a user group with rights to convert orders to POs
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 convert orders to purchase orders. |
Granting employees rights to convert orders to POs
Click the Settings module and select Users.
Click on the user that you want to grant access to convert orders to purchase orders. 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 store location you’d like the employee to have access to confirm inventory for.
Press the Save button to save these changes.