Professional User License

  • A Professional User has access rights to all core functionality within financials, sales, customers, and operations.
  • This includes indirect access rights.

Limited CRM User

  • This allows companies to manage sales opportunities from the first call from or to customers through to the desired purchase. Users will also have access to a variety of managerial reports such as the sales funnel report, leads utilization report, opportunity analyses, and more.
  • The service functionalities enable companies to manage service processes such as service contracts, service calls, and tracking equipment at a customer site. Users have access to solution searches from a knowledge base within the system. In addition, users have access to operational and managerial reports.
  • This includes indirect access rights.

Limited Financial User

  • Routine activities are centered around creating journal entries and handling incoming and outgoing payments. A financial user cannot create or print sales invoices.
  • This includes indirect access rights.

Limited Logistics User

  • This enables all operational sales, purchasing, and warehousing activities. In addition, users will be able to maintain item andserial and batch data and to create inventory transactions and run inventory reports.
  • This includes indirect access rights

 

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