Roles and Permissions

The Inventory Management application offers a range of menu options to streamline inventory tasks and manage stock data efficiently.

Introduction

This manual provides guidelines and instructions for managing roles and permissions within the Inventory application. It ensures appropriate access levels and permissions assigned to different roles, promoting efficient and secure usage of the system.

Roles and Responsibilities

Administrator

The Administrator role has full control and authority over the Inventory application. Responsibilities include managing user accounts, configuring system settings, and overseeing the overall functionality of the application.

The image displayed below illustrates the Inventory module, sub-modules, and pages accessible through the Administrator account.

Clicking the boxes Inventory menu presents the sub-module and pages for Inventory.

• Manage
  • Products
  • Vendors
  • Warehouses
• Count
  • Cycle Counts
  • Product Inventories
• Purchasing
  • Purchase Requests
  • Canvassing
  • Purchase Orders
  • Receiving Receipts
• Requisition
  • Release Orders
  • Return to Merchandise Authorizations
• Stock Transfer
  • Stock Requests
  • Issuances
  • Delivery Receipts
  • Receiving Receipts
• Reports
  • Product Movements

The Manage menu displays the sub-modules, including:

• Manage
  • Users
  • Locations
  • Approvals
  • Audit Trail
  • Email Templates
  • Announcement
  • Account Settings

The Account menu presents a selection of sub-modules, which include:

• Account
  • My Account
  • Help Center
  • Logout
• Appearance
  • Light Theme
  • System Default
  • Dark Theme

Purchasing Officer

The Purchasing Officer role has comprehensive oversight and authority over procurement processes within the organization. The role also involves coordinating with various departments to meet their supply needs while optimizing cost efficiency and maintaining quality standards.

The following image illustrates the Inventory module, along with its sub-modules and pages accessible through the Purchasing Officer account.

Clicking the boxes Inventory menu presents the sub-module and pages for Inventory.

• Manage
  • Products
  • Vendors
• Count
  • Cycle Counts
  • Product Inventories
• Purchasing
  • Purchase Requests
  • Purchase Orders
• Requisition
  • Release Orders
  • Return to Merchandise Authorization

The Account menu presents a selection of sub-modules, which include:

• Account
  • My Account
  • Help Center
  • Logout
• Appearance
  • Light Theme
  • System Default
  • Dark Theme

Canvasser

The Canvasser role is responsible for gathering and comparing price quotes from various suppliers to ensure cost-effective purchasing decisions. Key responsibilities include researching potential vendors, soliciting bids, evaluating offers, and presenting findings to the purchasing team. The role also involves maintaining detailed records of canvassing activities and ensuring compliance.

The following image illustrates the Inventory module, along with its sub-modules and pages accessible through the Canvasser account.

Clicking the boxes Inventory menu presents the sub-module and pages for Inventory.

• Purchasing
  • Purchase Request

The Account menu presents a selection of sub-modules, which include:

• Account
  • My Account
  • Help Center
  • Logout
• Appearance
  • Light Theme
  • System Default
  • Dark Theme

Purchasing Manager

The Purchasing Manager role is responsible for leading and overseeing the organization's procurement activities. The Purchasing Manager plays a critical role in optimizing supply chain efficiency and contributing to the organization's overall financial health.

Clicking the boxes Inventory menu presents the sub-module and pages for Inventory.

• Manage
  • Products
• Count
  • Product Inventories
• Purchasing
  • Canvassing
  • Purchase Orders
• Stock Transfer
  • Stock Requests
  • Issuances
  • Delivery Receipts
  • Receiving Receipts

The Account menu presents a selection of sub-modules, which include:

• Account
  • My Account
  • Help Center
  • Logout
• Appearance
  • Light Theme
  • System Default
  • Dark Theme

Warehouse Staff

The Warehouse Staff role is responsible for the efficient management of warehouse operations. Key responsibilities include receiving, storing, and organizing inventory, picking and packing orders, and ensuring accurate and timely shipments. The role also involves conducting regular inventory checks, maintaining a clean and safe working environment, and collaborating with other team members to streamline warehouse processes. The Warehouse Staff plays a crucial role in supporting overall supply chain operations and ensuring that products are handled with care and delivered on time.

Clicking the boxes Inventory menu presents the sub-module and pages for Inventory.

• Manage
  • Products
  • Vendors
• Count
  • Cycle Counts
  • Products Inventories
• Requisition
  • Release Orders
  • Return to Merchandise Authorization

The Account menu presents a selection of sub-modules, which include:

• Account
  • My Account
  • Help Center
  • Logout
• Appearance
  • Light Theme
  • System Default
  • Dark Theme

Receiver

The Receiver role is responsible for managing the receipt and inspection of incoming shipments. Key responsibilities include verifying the accuracy of delivered goods against purchase orders, inspecting products for quality and damage, and properly documenting receipt of items. The role also involves coordinating with warehouse staff to ensure efficient storage and inventory management, and resolving any discrepancies or issues with suppliers. The Receiver plays a vital role in maintaining inventory accuracy and ensuring the smooth flow of goods into the warehouse.

Clicking the boxes Inventory menu presents the sub-module and pages for Inventory.

• Purchasing
  • Purchase Orders

The Account menu presents a selection of sub-modules, which include:

• Account
  • My Account
  • Help Center
  • Logout
• Appearance
  • Light Theme
  • System Default
  • Dark Theme