Merchant Mobile Menu Security
Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Staff App Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.
Learn more about Available Levels here.
| Options | Available Levels | Level |
|---|---|---|
| Main Menu |
|
|
| Inventory | 0 - 1 | |
| Balances | 0 - 1 | |
| Activities | 0 - 1 | |
| Alerts | 0 - 1 | |
| Management | 0 - 1 | |
| Customers | 0 - 1 | |
| Aging Details | 0 - 1 | |
| Contacts | 0 - 4 |
1- View non-sensitive 2- View and edit non-sensitive 3- View and edit non-sensitive, view sensitive 4- Full access |
| Credit | 0 - 2 |
1- View 2- View and edit |
| Bookings | 0 - 1 | |
| Grain | 0 - 1 | |
| Order Pricing | 0 - 3 |
1 - Current Field Rep/operator Orders 2- Current and related field rep/operator Orders 3- Full Access |
| Management | 0 - 1 | |
| Fertilizer | 0 - 1 | |
| Orders | 0 - 1 | |
| Oil & Energy | 0 - 1 | |
| PO Receiving | 0 - 2 |
1- Yes, No Cost 2- Yes, See Cost |
| Action Items | 0 - 1 | |
| Pull List | 0 - 1 | |
| Product Labels | 0 - 1 | |
| Shelf Labels | 0 - 1 | |
| Inventory | ||
| Item Look Up | 0 - 1 | |
| Scan Code | 0 - 1 | |
| Counting by Category | 0 - 1 | |
| Live Count | 0 - 1 | |
| Balances | ||
| AR | 0 - 1 | |
| AP | 0 - 1 | |
| INV | 0 - 1 | |
| PPD | 0 - 1 | |
| Activities | ||
| OE Sales | 0 - 1 | |
| OE Margin | 0 - 1 | |
| Fert Sales | 0 - 1 | |
| Fert Tons | 0 - 1 | |
| Fert Margin | 0 - 1 | |
| DO Sales | 0 - 1 | |
| DO Margin | 0 - 1 | |
| Oil and Energy Sales | 0 - 1 | |
| Oil and Energy Margin | 0 - 1 | |
| Alerts | ||
| Customers Near Credit Limit | 0 - 1 | |
| Top Sales Transactions | 0 - 1 | |
| Price Overrides | 0 - 1 | |
| Margin Exception | 0 - 1 | |
| Management | ||
| Selling | 0 - 1 | |
| Customer and Treasury | 0 - 1 | |
| Inventory and Purchasing | 0 - 1 | |
| Oil & Energy Deliveries | 0 - 1 | |
| Oil & Energy Product Inventory | 0 - 1 | |
| Fertilizer | ||
| View Batches | 0 - 1 | |
| Orders | ||
| View Orders | 0 - 1 | |
| Edit Orders | 0 - 1 | |
| Create Order | 0 - 1 | |
| FieldAlytics WO | 0 - 1 | |
| Oil and Energy | ||
| Tanks | 0 - 1 | |
| Tank Photo | 0 - 1 |