Customer (Permission)
Menu Path: Control Panel > System Admin > Manage Users > Configure Role Permission > Select Role > Customer
General Permissions
Permission to Deposit Settlements
- Tick to allow
- Untick to disallow
- Click Submit
Credit Memo Permissions
Permission to set Credit Memo Salesman
- Tick to allow Salesman Selection at Customer Credit Memo Create page.
- Untick to disallow Salesman Selection at Customer Credit Memo Create page.
- Click Submit
Permission to create Credit Memo by GL Code
- Tick to enable the GLcode part on Trade In Page or allow create Manual Customer Credit Memo
- Untick to disable the GLcode part on Trade In Page or allow create Manual Customer Credit Memo
Permission to create Credit Memo by Trade In Items
- Tick to allow create Trade In
- Untick to disallow create Trade In
Permission to Invoice Contra with Credit Memo
- Tick to allow Invoice Contra with Credit Memo
- Untick to disallow Invoice Contra with Credit Memo
Credit Memo Create by Branch
- Untick Location to disallow
- Tick Location to allow
- Click Submit
Multi AR Document Settlement
- Untick Location to disallow
- Tick Location to allow
- Click Submit
Historical AR Balance by Company
- Untick Location to disallow
- Tick Location to allow
- Click Submit
Customer Credit Memo Listing by branch
- Untick Location to disallow
- Tick Location to allow
- Click Submit
Customer Credit Memo Listing by Individual
- Untick Role to disallow
- Tick Role to allow
- Click Submit
Open Credit Receipt Listing (Deposit Listing)
- Tick to allow
- Untick to disallow
- Click Submit
Membership Statement by Branch
- Tick on Branch and click Submit
Private & Confidential