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Office Employee

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

Nisa avatar
Written by Nisa
Updated over a month ago

The Office Employee Role is for employees that will be working as part of the general support structure for the business. This role will allow access to most menus and reports. This role cannot create quotes/orders.

Office Employee's accessible pages:

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

Deliveries

Inventory

Reports

  1. Quote Feed

  2. Orders Feed

  3. Return Feed

  4. Custom Item Report

  5. Damage Allowance Report

  6. Driver Report

  7. Install Report

  8. Instant Rebate Report

  9. Revenue Report

  10. Payment Break Down Report

  11. Spiff Report

  12. Warranty Report

  13. Outstanding Orders

  14. Sales by Product

Settings

  1. Employees

  2. Locations

  3. Announcement

  4. Digital Price Tags

  5. Terminal

  6. Notifications

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