These options let you control which traders the selected login can view or edit.
It also allows you to automatically assign a rep to sales orders.
When Limited rep is selected (and the customer is assigned to the login with Limited Rep > Select Traders), a sales order's Rep is automatically set to the user entering an order when that user is a rep , and the customer does not have a Rep allocated.
- On the Set-up menu, click Company.
- Click the Logins tab.
- Select the login whose trader access you want to change.
- Alter the following settings, then click Confirm.
- Limited rep – login can only view the traders (from the Trader Card, and when creating new orders and other transactions) to which he/she has been allocated.
- The contact linked to the login is allocated a rep under the Company Contact Details tab.
- Traders can be allocated a rep under the Trader Details tab.
- When Limited Rep is selected:
- the login can only view and edit the traders (and create transactions for them) who have been assigned the same rep as they have
- where a customer has been assigned to them, when they create a sales order, they are automatically assigned as Rep to the order.
- Select Traders – In addition, the login can view and edit the traders added to this list.
- Limited rep and account manager – control which traders and transactions an account manager and rep can see.
- If a Rep or Account manager is selected on the Trader card, then they are limited to:
- search for and open the trader card;
- search for transactions using Document search;
- view or open transactions from daybooks;
- use Call manager to view or create calls, or CRM to view or create actions;
- search for transactions in Analysis;
- view contracts from the stock card ledger.
- If Rep is blank on the Trader card, then company logins are not restricted.
- See grp entries/traders – works in conjunction with Limited Rep. In the linked Contact's Rules, a Manager/Group can be selected for all the logins with the same role, e.g. sales clerks. When Limited rep and See grp entries/traders are both selected, the contact can view the traders that match the rep set on his/her contact and the traders that are similarly linked to the contact's group members.
- See other traders – works in conjunction with Limited rep. When Limited rep and See other traders are both selected, the login can view all traders, but can only edit traders that match the rep set on his/her contact.
- Limit to own branch – limits the selected login's access to their login branch only for:
- Daybook listings
- Stock Card supplier selection
- Document search
- Trader browse
- Trader card
- Analysis.
See Also
