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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