Access Customers ― allows the user to access the customer module

Add Customers ― allows the user to add a customer record

Delete Customers ― allows the user to delete a customer record

Export Customer ― allows the user to export a customer record

Modify on hold flag ― allows the user to modify the on hold flag on a customer record

Maintain Customer Specific Pricing ― allows the user to manage the pricing on a customer record

Modify Customers ― allows the user to modify a customer record

View Accounts Receivable ― allows the user to view the customer’s accounts receivables

View Customer Communications ― allows the user to view the customer’s Communications

Edit Customer Communications ― allows the user to edit the customer’s Communications

Export Customer Communications ― allows the user to export the customer’s Communications

Edit Salesperson ― allows the user to edit salesperson on the customer’s record

Edit Territory ― allows the user to edit the customer’s territory on the customer record

Change Credit Limit ― permits the user to edit the customer’s credit limit

Can See Customer Credit Info ― When set, the user can see the customer’s credit status in customer edit and on sales orders.

Can See Customer AR Balance ― When set, the user can see the customer’s A/R balance in customer edit and on sales orders.

Show Inactive Customers ― permits the user to see the inactive customer records

Show Prospective Customers ― Allow users to see customers that are set as prospects.

Change Customer Code ― Allow user to change a customer code using the code change module.

Can See Customer Sales Information ― on the customer list, allow users to see this year, last year and next year sales

Can See Customers GP Information ― on the customer list, allows users to see this year, last year and next year gross profit.

Delete Customer Address ― can delete ship to addresses.

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.