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Buyer

This is a guide to the user roles and permission for Buyer.

Nisa avatar
Written by Nisa
Updated over a month ago

The Buyer Role is designed for employees that are responsible for ordering inventory for the company. This role has access to most menus with the system where inventory is affected.

Buyer's accessible features and pages:

Feature Permissions:

  1. House Deal Button

  2. Override Inventory Reservations

  3. Inventory Management

  4. Quote/Order Reassign

  5. Delivery Auditor(inventory bypass)

  6. Returns on Orders

  7. Account Credit Returns

  8. Add-on Price-Override

  9. Credit Line Access

Dashboard

  1. Delivery Routing

  2. Delivery Schedule

  3. My Event / Appointments

  4. Statistics / My Qualified Commission

  5. Leaderboards / Revenue

My Quotes

My Orders

Customers

My Reports

  1. Commission

  2. Spiffs

Directory

Deliveries

  1. Routing

Inventory

Reports

  1. Quotes Feed

  2. Orders Feed

  3. Return Feed

  4. Live Feed

  5. Sales KPI Report

  6. Accounting Summary Report

  7. Custom Item Report

  8. Damage Allowance Report

  9. Deposit Report

  10. Driver Report

  11. Install Report

  12. Instant Rebate Report

  13. Part Report

  14. Payment Break Down Report

  15. Profit Report

  16. Revenue Report

  17. Sales Tax Report

  18. Spiff Report

  19. Commission

  20. Warranty Report

  21. Outstanding Orders

  22. Account Receivables

  23. Sales by Product

  24. Sell Through

Online

  1. Quotes

  2. Appointments

  3. Kitchen Uploads

Settings

  1. Employees

  2. Delivery Settings

  3. Company

  4. Locations

  5. Payment Methods

  6. Brands

  7. Pricing

  8. Warranties

  9. Installs

  10. User Permission

  11. SEO Settings

  12. Website Message

  13. Instant Rebate

  14. Announcement

  15. Condition

  16. Digital Price Tags

  17. UPC Code

  18. Terminal

  19. Notifications

  20. E-Commerce Settings

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