Articles on: User Module

User Access Details




VIEW ORDER


  • Can access Order Details page.


  • Can download technician copy.


  • Can see Order Edit History.


  • Can also search orders.


  • Can view, copy link and print estimate and invoice pdf.


CREATE ORDER


  • All the accesses provided in VIEW ORDER role


  • Can create order. 


  • Can create/edit checklists.


  • Can customise job cards/checklists (master).


  • Can access Garage Tags (master).


  • Can access Garage Packages (master).


  • Can also access appointments and can only confirm the appointments not reschedule and cancel; Can also convert the appointment to repair order.


EDIT ORDER


  • All the accesses provided in VIEW ORDER and CREATE ORDER role


  • Can Edit Order.


CANCEL ORDER


  • Can Cancel Order.


VIEW INVOICE


  • Can access Order Details page.


  • Can download technician copy.


  • Can see Order Edit History.


  • Can also search orders.


  • Can view, copy link and print estimate and invoice pdf.


CREATE INVOICE


  • All the accesses provided in VIEW INVOICE role


  • Can create the invoice. 


  • Can create Counter Sale.


  • Can create/edit checklists.


  • Can also set a reminder.


EDIT INVOICE


  • All the accesses provided in VIEW INVOICE and CREATE INVOICE role.


  • Can edit invoice.


VIEW INVENTORY


  • Can view the Inventory Screen.


  • Can view Inventory alerts.


  • Can view the service and parts master.


CREATE INVENTORY


  • All the accesses provided in VIEW INVENTORY role


  • Can create Purchase Order


  • Can Stock in


  • Can add the stock items.


  • Can add new services and parts (master).


EDIT INVENTORY


  • All the accesses provided in VIEW INVENTORY and CREATE INVENTORY role.


  • Can edit Purchase Order


  • Can edit stock.


  • Can edit new services and parts (master).


VIEW SERVICE AND PARTS (master)


  • Can view the service and parts master.


CREATE SERVICE AND PARTS (master)


  • All the accesses provided in VIEW SERVICE AND PARTS role.


  • Can add new services and parts (master).


EDIT SERVICE AND PARTS (master)


  • All the accesses provided in VIEW SERVICE AND PARTS  and  CREATE SERVICE AND PARTS role.


  • Can edit new services and parts (master).


PAYMENT


  • Can receive payments.


  • Can Send Payment due reminder and payment link.


ACCOUNTS


  • Can fully manage the Accounts.


PARTS APPROVAL


  • Can view inventory, manage parts approval process.
  • Can create purchase order.


PRICE VIEW RESTRICTED


  • Can restrict user from viewing price history


PURCHASE ORDER APPROVAL


  • Can approve purchase order.


SHIFT SUPERVISOR


  • Can manage shift of all user.


GROUP TECHNICIAN


  • Allow multiple technicians to clock-in single system using passcode.


PRICE EDIT RESTRICTED


  • Stop user from editing discount,price and quantity in repair order.


Module based access control


CUSTOMERS (Module)


  • Can view/manage customer module.


VENDORS (Module)


  • Can view/manage vendors module.


REMINDERS (Module)


  • Can view/manage reminders & Insurance due modules.


FEEDBACKS (Module)


  • Can view/manage feedback module.


REPORTS (Module)


  • Can view/manage reports module.


TECHNICIAN(Module)


  • Can work on the actual jobs or repairs and can perform time-in and time-out.


JOB CONTROLLER (Module)


  • Can assign jobs to technician and manage timesheets.


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Updated on: 29/08/2024

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