Order Management System. What's new
← Version 1.36.19.8

OMS Web Permissions and Presets for Sales Rep

OMS Web -> Settings:

  • Presets tab -> was added new Preset:
    • View only by sales rep:
      • was added next to the “Open POS Screen” checkbox;
      • isn’t checked by default;
      • if the user is linked with sales rep and the preset is checked:
        • on the Sale Order list form on the filter panel is automatically filled Sales Rep in the “Sales Rep” dropdown;
  • Permission tab -> was added new Permission:
    • Can view other sale reps on sales orders list:
      • was added to the Customer tab -> Sale Order bucket;
      • is the next to the “ Can remove shipped item from PDF report” checkbox;
      • if the user is linked with sales rep and the checkbox is unchecked:
        • on the Sale Order list form on the filter panel is automatically filled Sales Rep in the “Sales Rep” dropdown and is disabled to change Sales Rep;
      • if for Sale Order isn’t selected Sales Rep -> is filtered by Customer sales Rep;
    • were changed logic for the next permissions:
      • Inventory tab -> Item bucket -> Can View Item Cost:
        • if these checkbox is unchecked for user:
          • on the Item list form:
            • on the Item Statistic panel:
              1. Cost / Landed Cost / Total columns are hidden;
              2. Cost tab is hidden;
            • Total Cost column is hidden;
          • on the Customer edit form -> Items tab -> Vendor Cost History tab is hidden
            • it’s also work for the next Orders:
              1. Sale Order;
              2. Invoice;
              3. Customer Credit.