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

Dashboard

  • Delivery Routing

  • Delivery Schedule

  • My Event/Appointments

  • Statistics/My Qualified Commission

  • Leaderboards/Revenue

Customers

Directory

Deliveries

Inventory

Reports

  • Quotes Feed

  • Orders Feed

  • Return Feed

  • Custom Item Report

  • Damage Allowance Report

  • Driver Report

  • Install Report

  • Instant Rebate Report

  • Revenue Report

  • Payment Break Down Report

  • Spiff Report

  • Warranty Report

  • Outstanding Orders

  • Sales by product

Settings

  • Employees

  • Locations

  • Announcement

  • Digital Price Tags

  • Terminal

  • Notifications

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