ERP access rules for quotes visibility to sales staff

21/09/2019 10:26 PM

ERP access rules for quotes visibility to sales staff

We want sales staff of zones to be able to view and work on inquiries, quotations, proforma invoices, sales orders and commercial invoices of each other within same marketing zones but not of their zone managers. Zone manages should be able to view all records of all employees within marketing zone but neither manages nor other staff of one zone should be able to view any data of other zones. Can we do this in our CRM module?

Riya Sood
21/09/2019 11:25 PM

Tuhund has most elaborate and granular access control mechanism in the entire ERP industry. Almost anything is possible with Tuhund. To meet your requirement you need to do the following :

1. Add employees under each marketing zone as dedicated staff. Do not add zone managers as zone staff.

2. Add zone managers for marketing zones (as managers, not as staff).

3. Give executives following access rights :
SLV004Z : View business leads of others within assigned zones
SLV005Z : View quotations raised by others within assigned zones
SLV008Z : View commercial invoices raised by others within assigned zones
SLV012Z : View sales orders placed by others within assigned zones
SLV009Z : View new business inquiries of others within assigned zones
SLV010Z : View customer reminders of others within assigned zones
SLV006Z : View proforma invoices raised by others within assigned zones

4. Give zone managers following rights
SLV004T : View business leads of reporting team
SLV005T : View quotations raised by reporting team
SLV008T : View commercial invoices raised by reporting team
SLV012T : View sales orders placed by reporting team
SLV009T : View new business inquiries of reporting team
SLV010T : View customer reminders of reporting team
SLV006T : View proforma invoices raised by reporting team

User Community Home

ERP Interest Groups

Topics : 17|Last Topic : 02/09/2020 10:53 PM
Questions and queries about Accounting a Finance module. Working with cost centers. General Ledger, Accounts receivable, Accounts payable, financial statements, expense claims management, commission payables and receivable claims, Forex, Currency, Assets, Depreciation, Taxes and TDS, etc.
Topics : 13|Last Topic : 02/09/2020 10:32 PM
Information about Tuhund. Tuhund has moved far beyond and is much larger for just being called an ERP.
Topics : 4|Last Topic : 10/04/2019 11:32 AM
Point of sales software, Andriod and IOS applications and other software linked with Tuhund. API for connecting with Tuhund and building applications on top of Tuhund backbone.
Topics : 1|Last Topic : 10/10/2019 09:36 AM
Discussions on ERP in general and comparison of various ERP, their features, working, issues and workarounds
Topics : 4|Last Topic : 05/09/2020 11:51 PM
Questions and queries about Human Resource Management Module
Topics : 16|Last Topic : 29/09/2020 10:05 PM
Questions and queries about Inventory and Procurement Modules. Products and product categorization. Vendors Price Lists, Quotations & Invoices, Requests For Purchase, Requests for Quotes, Purchase Orders, Purchase Invoices, Tenders, Store Management, Locations, Stock. Inventory reports, margin analysis, ageing analysis.
Topics : 2|Last Topic : 26/12/2018 01:46 PM
Questions related to GST, GSTR1, GSTR3B. Issues and problems faced in GST Portal.
Topics : 2|Last Topic : 29/12/2018 11:34 PM
Knowledge sharing, support and help with Project Management Module; Project Schedule Management, Project Scope Management, Project Resource Management, Material Management, Expense Management, Deliverable, Billing and Invoicing.
Topics : 19|Last Topic : 15/09/2020 12:18 PM
All about Sales and Customer Relationship Module. Tasks, reminders and events. Inquiries, opportunities and business leads. Different types of sales targets and key performance indicators.
Topics : 2|Last Topic : 04/09/2020 11:19 PM
We welcome suggestions from our customers, third party users as well as from general public. Our aim is continual improvement of Tuhund. We are not going to stop or slow down development of Tuhund. Please let us know what you are looking for in Tuhund and we will make sure it is added.
Topics : 1|Last Topic : 02/09/2020 11:19 PM
Forum for Tuhund Channel Sales and Implementation Partners to seek clarifications and to exchange knowledge and ideas among themselves and with others.
Topics : 5|Last Topic : 03/09/2020 12:05 AM

Keywords

#access #accounting #accounts #activity #adapter #admin #advance #ageing #agent #aging #amount #analysis #android #app #application #approval #assets #attachment #attendance #automatic #backup #balance #balancesheet #bank account #bank #bar code #barcode #bi #boe #bonded #bounce #branch #browser #business development #business intelligence #calculation #campaign #cash #change #charts #chat #cheque #claims #clearing #comments #commission #companies #company #compliance #configure #consumption pattern #control #conversation #conveyance #coordinates #cost #costcenter #courier #credit note #credit #crm #currency #custom duty #customer #customers #customization #customized #dashboard #data #database #date #default #delivery charges #delivery #depreciation #discount #discussion #disk #document #download #drill down #drive #duplicate #e-commerce #elevate #email address #email client #email message #email #employee #entries #epf #escalation #evidence #excel #exchange #expense #failure #filters #finance #financial year #forwarding #function #group #gst rate #gst returns #gst #image #import #indent order #indent sale #information #inquiries #install #instructions #integration #inventory #invoice #journal #kilometer #ledger balance #ledger #license #limit #live #loading #location #locking #login #logout #logs #macbook #machine #management #maps #margin #marketing #mass mail #master #migration #mobile #module #newsletter #number #odometer #online #opening balance #outbox #partner #payable #payment #payroll #pdf #performance #petty cash #picture #pnl #point of sales #portal #pos #prefix #price list #price #printer #printing #process #procurement #product #products #profit #proforma invoice #project #promotional #purchase invoice #purchase order #purchase #qr code #quotation #rate #reading #receivable #recipient #reconciliation #register #report #request #requirement #requisition #resource #retail #revenue #revision #rfq #rules #saas #salary #sales return #sales #salesmen #sample #schedule #scope #search #section #selection #sensitive #sensors #server #services #settings #share #sms #software #space #statement #sticker #stock #storage #stuck #subledger #support #synchronize #system #target #tasks #tax invoice #tax liability #tax #template #thermal #topics #tracking #transaction #upload #user #value #vat #vendor #vouchers #warehouse #warranty #wbs #website #widget #zones
Tuhund Logo
TUHUND®
Home About us Modules CRM HR SALES BI SERVICES MANAGEMENT INVENTORY MANAGEMENT ACCOUNTING AND FINANCE PROCUREMENT PROJECT MANAGEMENT ERP ADMINISTRATION DATA REPOSITORY API & SUB PORTALS Careers Community Blog
M Home Schedule Demo About us Community Blog
CRM HR SALES BI SERVICES MANAGEMENT INVENTORY MANAGEMENT ACCOUNTING AND FINANCE PROCUREMENT PROJECT MANAGEMENT ERP ADMINISTRATION DATA REPOSITORY API & SUB PORTALS Careers
Request Demo