Access and permissions in Inventory
What you can see and do in Inventory depends on four things. All four must allow it.
1. The module
If the Dashboard card for Inventory says Not enabled, or Inventory is missing, the Inventory module is off for your organisation. Your administrator switches it on.
2. The "Stock adjustments" feature
Two tasks need this optional feature as well as a permission:
- the Stock Adjustments page;
- posting a stock count, because posting creates adjustments.
If the feature is off, the Stock Adjustments button is missing for everyone, and posting a count is refused.
3. Permissions
| Task | Permission | Without it |
|---|---|---|
| See stock levels (Inventory Balance) | inventory.stock.view | No Inventory Balance page |
| Add stock | inventory.stock.add | No Add Stock button |
| Remove stock | inventory.stock.remove | No Remove Stock button |
| Adjust stock | inventory.stock.adjust (and the feature) | No Stock Adjustments page |
| Move stock | inventory.stock.transfer | No Stock Transfer page |
| Reserve stock | inventory.stock.reserve | No Reserve Stock page |
| Release a reservation | inventory.stock.release | No Release Stock Reservation page |
| See stock movements and transfer history | inventory.stock.movement.view | No Stock Movement or Stock Transfer Lines pages |
| See warehouses / create / edit | inventory.warehouse.view / .create / .update | No Warehouses page, or no Add Warehouse / pencil |
| See locations / create / edit | inventory.location.view / .create / .update | No Location page, or no Add Location / pencil |
| See stock counts / create / add lines | inventory.stock-count.view / .create / .update | No Stock counts page, New count or Save line |
| Post a stock count | inventory.stock-count.post (and the feature) | Posting is refused |
Typical roles (example):
| Role | Permissions |
|---|---|
| Sales staff (Omar) | View stock |
| Storekeeper (Ali) | View stock, add, remove, transfer, view movements, view locations, create and update stock counts |
| Warehouse manager (Sana) | Everything above, plus adjust, reserve, release, warehouses, locations and posting counts |
4. Business unit access
Each warehouse belongs to a business unit. To change stock in a warehouse, you need access to that business unit. This is granted by an administrator in Admin panel → User business unit access.
Example: Ali has access to the Bright Home Supplies business unit, so he can add stock to Main Warehouse. A colleague without that access can see the page, but saving shows "not authorised" or "Access denied".
Sign out and sign back in (or use Refresh access if your screen offers it). Your menu and buttons are worked out when you sign in.
Quick checklist: "I can't …"
| You can't | Check |
|---|---|
| See Inventory at all | 1. The module |
| See the Stock Adjustments button | 2. The feature, then 3. inventory.stock.adjust |
| See a button such as Add Stock | 3. The matching permission |
| Save a change in one warehouse, but can in another | 4. Business unit access for that warehouse |
| Post a count you created | 3. inventory.stock-count.post, and 2. the feature |
See also I can't see a menu or button.