QBPOS Desktop Version 12.0 Security Rights (Defaults)

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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