In addition to standard Security settings, you can fine-tune the
Orders page to work the way your sales staff does.
Overview
The Sales User Security is an additional level of security that only
System Administrators have access to enable, disable and/or update.
These Security options override standard security, and can be turned
on or off with a click on the checkbox at the top of the page.
It allows you to fine-tune which buttons users will see for each
Order Status, along with whether or not they can edit Order Items
for each.
By default when an order is marked "Complete", users can no longer
edit the order when these settings are disabled. However, you may
want to allow users to do so because your company's workflow is
different from the default set in SalesPro. This interface
allows you to let users add, edit and delete orders for any order
status.
Users MUST be entered in the Administration/Security list with at
least Editor access to be affected by these settings.
Changing Settings
Choose the Order Status from the drop-down list, then check or
uncheck the boxes in front of each button to turn them on or off.
Check the 'Allow users to ADD, EDIT, & DELETE order items' to give
edit access to users. Click the 'Enable all buttons for this Status
if user is System Admin' turns all buttons ON when a System
Administrator is logged in, giving them access to change any Order
Status.
Click 'Save Changes' to save your settings or Cancel to restore the
last saved or default settings. You can click the 'Default' button
next to the drop-down list to restore the defaults for the displayed
Order Status. Clicking the 'Reset All To Default Settings' resets
all settings to the default values.
