Access and permissions in Sales
Permissions by step
| Step | Permission | Also needs |
|---|---|---|
| See orders | sales.order.view | |
| Create an order, or copy one | sales.order.create (copy also needs sales.order.view) | Pricing module for live price estimates |
| Edit a draft; Revert to Draft | sales.order.update | |
| Confirm | sales.order.approve | |
| Cancel | sales.order.cancel | |
| Approve a discount of 10–25% | sales.pricing.manager-approve | |
| Approve a discount over 25% | sales.pricing.director-approve | |
| Reject a discount | sales.pricing.reject | |
| Create the invoice | sales.invoice.create | |
| See the invoice | sales.invoice.view | |
| Post the invoice | sales.invoice.post | |
| Change the invoice's journal accounts | sales.invoice.accounts.update and accounting.account.view | Accounting module |
| See payments | payment.view | |
| Record a payment | payment.create and payment.allocate | |
| Dispatch | sales.order.dispatch | Inventory module |
Typical roles (example):
| Role | Permissions |
|---|---|
| Salesperson (Omar) | view, create, update |
| Sales manager (Nadia) | as salesperson, plus approve (confirm), cancel, manager-approve, reject |
| Director (Imran) | director-approve, reject |
| Accounts (Farah) | view orders; invoice create, view, post; payment view, create, allocate |
| Storekeeper (Ali) | view orders; dispatch |
Separate the roles
Let different people create, approve and pay. For example, the salesperson who offers a 15% discount shouldn't be the one who approves it.
Business unit access
Every order belongs to a business unit. You need access to that business unit (Admin panel → User business unit access) to open or change its orders. Without it you'll see "Access denied".
After your access changes
Sign out and sign back in. Your menu and buttons are worked out when you sign in.