QBPOS Desktop Version 12.0 Security Rights (Defaults)

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iPOS Support
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General

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access company preferences

X

X

    

Access workstation preferences

X

X

X

  

Access the Setup Interview

X

X

    

Access Hardware Setup Wizard

X

X

X

  

Access Hardware Troubleshooter

X

X

X

  

Write letters

X

X

X

  

Create Email Campaign

X

X

X

  

Access Manage My License

X

X

    

Exit QuickBooks Point of Sale

X

X

X

X

Import/export data

X

X

    

Open company data

X

X

    

Close company data

X

X

    

Create company data

X

      

Rename company data

X

      

Back up company data

X

X

X

X

Restore from backup

X

X

    

Convert data from previous version

X

      

Clean up company data

X

X

    

Customize program interface

X

X

    

Access Employees & Security

X

X

    

Edit employee information

X

X

    

Modify security rights or groups

X

      

View cost fields

X

X

    

Download program updates

X

X

    

Install downloaded updates

X

X

    

E-mail documents

X

X

X

  

Print held documents

X

X

X

  

Login from an integrated application

X

X

X

X

Access Dashboard

X

X

    

Customize Dashboard

X

X

    

Access Dashboard webpage

X

X

    

View list statistics

X

X

X

  

View/edit commission information

X

X

    

 

Tools

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access Print Designer

X

X

    

 

Financial

 

Security Right

Owner

Manager

Assistant Manager

Associate

Update QuickBooks

X

X

X

  

Recover QuickBooks

X

X

    

Access Activity Log

X

X

X

  

Open linked QuickBooks transactions

X

X

    

 

Reports

 

Security Right

Owner

Manager

Assistant Manager

Associate

Modify report options

X

X

X

X

Run all reports

X

      

Run level 2-4 reports

X

X

    

Run level 3-4 reports

X

X

X

  

Run level 4 reports

X

X

X

X

View Drawer Count history

X

X

X

  

View amount of Drawer Count mismatch

X

X

X

X

View tip amounts for all employees on End of Day reports (X/Z)

X

X

    

 

POS

 

Security Right

Owner

Manager

Assistant Manager

Associate

Run End of Day procedures

X

X

X

  

Open cash drawer

X

X

X

  

Create Payout receipts

X

X

X

  

Appy global discount

X

X

X

X

Change price level

X

X

X

X

Edit shipping amount

X

X

X

X

 

Receipts

 

Security Right

Owner

Manager

Assistant Manager

Associate

Override "Accept Checks" setting

X

X

X

  

Override Credit Limit

X

X

X

  

Override Past Due Charge Blocking

X

X

X

  

Edit or discount selling price

X

X

X

X

Apply coupons

X

X

X

X

Edit item descriptions on receipts

X

X

X

  

Accept returns and exchanges

X

X

X

X

Edit receipt dates

X

X

X

X

Hold receipts

X

X

X

X

 

Sales History

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access sales history

X

X

X

X

Rever receipts

X

X

X

  

Copy receipts

X

X

X

  

Edit receipts

X

X

X

  

Reprint cardholder signatures

X

X

    

 

Inventory

 

Security Right

Owner

Manager

Assistant Manager

Associate

Add/copy items

X

X

    

Edit items

X

X

    

Delete items

X

X

    

Edit prices

X

X

    

Edit cost

X

X

    

Edit quantity

X

X

    

Change item type

X

X

    

Access Physical Inventory

X

X

X

X

Update Physical Inventory

X

X

    

View/edit item assembly

X

X

    

View/edit item group

X

X

    

View inventory reminders

X

X

X

  

Modify/clear reminders

X

X

    

Price Manage: Access 'Change Item Prices'

X

X

    

Price Manage: Access 'Discount Pricing'

X

X

    

View inventory ratings and trends

X

X

    

Create special order items

X

X

X

  

Add/change/remove item pictures

X

X

    

Print item list

X

      

Print item tags

X

X

X

  

Export item list

X

      

 

Departments

 

Security Right

Owner

Manager

Assistant Manager

Associate

Add/copy department

X

X

    

Edit departments

X

X

    

Delete departments

X

X

    

 

Vendors

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access vendors

X

X

X

  

View vendor information

X

X

    

Add/copy vendors

X

X

    

Edit vendors

X

X

    

Delete vendors

X

X

    

 

Purchase Orders

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access purchase orders

X

X

X

  

Add/copy purchase orders

X

X

    

Edit purchase orders

X

X

    

Delete purchase orders

X

X

    

Edit item descriptions on purchase order

X

X

    

Access item list from purchase order

X

X

    

 

Vouchers

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access vouchers

X

X

X

  

Create return vouchers

X

X

    

Enter cost

X

X

    

Edit item descriptions on voucher

X

X

    

Create receiving vouchers for other stores

X

X

    

Hold vouchers

X

X

    

 

Receiving History

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access receiving history

X

X

X

  

Reverse receiving vouchers

X

X

    

Copy vouchers

X

X

    

Edit voucher

X

X

    

 

Adjustments

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access adjustment memos

X

X

    

Create adjustment memos for other stores

X

X

    

Create cost adjustment memos

X

X

    

Create quantity adjustment memos

X

X

    

Hold adjustment memos

X

X

    

 

Adjustment History

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access adjustment history

X

X

    

Reverse admustment memos

X

X

    

Copy adjustment memos

X

X

    

Edit adjustment memos

X

X

    

 

Customers

 

Security Right

Owner

Manager

Assistant Manager

Associate

Add customers

X

X

X

X

Edit customer records

X

X

X

X

Delete customer records

X

X

X

  

Edit customer discounts or price levels

X

X

X

  

Change "Use with QuickBooks" setting

X

X

X

  

Change "Accept Checks" setting

X

X

X

  

Add customer type

X

X

X

  

Change charge account settings

X

X

X

  

View customer ratings

X

X

X

  

View account information

X

X

X

X

 

Rewards

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access Reward Manager

X

X

    

Manually issue or remove rewards

X

X

X

  

View and redeem rewards

X

X

X

X

 

Sales Orders and Layaways

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access sales orders and layaways

X

X

X

X

Copy sales orders and layaways

X

X

X

X

Delete sales orders and layaways

X

X

X

  

Refund deposit from sales orders and layaways

X

X

X

  

Edit item prices on sales orders and layaways

X

X

X

  

Apply coupons

X

X

X

X

Edit item descriptions on sales orders and layaways

X

X

X

  

Generate purchase orders from sales orders and layaways

X

X

X

  

 

Work Orders

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access work orders

X

X

X

X

Copy work orders

X

X

X

X

Delete work orders

X

X

X

  

Edit item descriptions on work orders

X

X

X

  

Edit item prices on work orders

X

X

X

X

Apply coupons

X

X

X

X

Refund deposit from work orders

X

X

X

  

Generate purchase orders from work orders

X

X

X

  

 

Time Tracking

 

Security Right

Owner

Manager

Assistant Manager

Associate

Manage clocked-in employees

X

X

    

Access Time Clock history

X

X

    

Add/copy Time Clock entries

X

X

    

Edit Time Clock entries

X

X

    

Delete Time Clock entries

X

X

    

 

Stores

 

Security Right

Owner

Manager

Assistant Manager

Associate

Access Store Exchange Center

X

X

X

  

Store Exchange: receive files

X

X

X

  

Store Exchange: send files

X

X

X

  

 

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