wdinzey@dpdsoftware.ca
8-30-17
Hi,
I am trying to set up a Access Group for Sales.
They are allowed to use Quotes, Sales Orders but not allowed to create Deliveries or Invoices.
I have started with no access and given access to the Modules they need.
CRM, Quotations, Sales Orders
I am trying to figure out how I go about allowing them to be able to VIEW deliveries and Invoices linked to a SO as the Order Desk processes the order.
I have tried giving them
Register Deliveries Browse
Register Invoice Browse
This is with no access to modules for AR or Inventory.
Help please.