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> Set up Sage 200 / Sales Order Processing / Set up user permissions

User permissions

You can set up the processing of a sales order so that some areas are only available to specified Sage 200 user accounts.

To maintain user permissions

Open: Sales Order Processing > SOP Utilities > System Set Up > User Permissions.

To add or amend permissions

  1. Click Add or Edit.

  2. The Add user permissions or Edit user permissions window appears.

  3. Select the username. The list of users is derived from those defined by the system administrator.

  4. Set the user permissions by selecting the appropriate check boxes.

    You can allow users to:

    • Override prices and discounts on order lines.

      • Note: Free text items do not have a default price. A price is recorded during order entry for these items regardless of this setting. Profit values and discounts are not available when using rapid or trade counter order entry.

    • View profit values or discount calculations.
    • Override credit hold on orders.
    • Override the default stock fulfilment method on order lines.
    • Override the default confirmation method on free text and service/labour order lines.
    • Override cost prices.
    • Generate purchase orders from sales orders (back to back sales orders).

  5. If required, specify a default warehouse for use when the user enters new orders by rapid entry, trade counter entry or full order entry. This warehouse can be edited when you enter the order.

    Note: In all cases the warehouse must exist and accept sales. You can leave one or more of the default warehouses blank.

  6. Click OK.

    7. The changes will be displayed on the User permissions for sales order entry window.

To remove permissions
  1. Select a user.
  2. Click Remove.

  3. Confirm that you want to remove the user.

    The system removes the selected user from the list of users with Sales Order Processing permissions specified.

See also

Other tasks

Set up Sales Order Processing

Set up sales order items

Set up payment methods

Set up invoice layouts

Set up additional charges

Set up customer delivery addresses

Set up analysis codes

Reference

Stock order fulfilment methods

Override confirmation method on despatch

Processing back-to-back sales orders

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