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Enable the creation of new items from the Inbound Screen

Enable Item Creation from Inbound Screen. Purpose. Users typically create new items from Settings > Inventory. Some workflows also let users create new items directly from the Inbound screen. To allo…

Enable Item Creation from Inbound Screen

Purpose

Users typically create new items from Settings > Inventory. Some workflows also let users create new items directly from the Inbound screen. To allow this, your User Role must have the Create items (update company item master) permission toggled On. Use the steps below to enable this permission.

Prerequisites

You need access to User Roles in Settings, with permission to edit role configurations.

Screenshot of the "Edit Role" page for the Admin role in User Roles settings, showing the Inventory module's permissions table with submodules (Inventory, Plants, Lab Results,…
Enable the Permission
  1. Click the gear icon.
  2. Click Settings.
  3. Select User Roles.
  4. Select the facility you need.
  5. Click the CONFIGURE icon for the role.
  6. Locate the Inventory row.
  7. Click Actions next to Inventory to open the modal.
  8. Check the box to Create items (update company item master).
  9. Click Save.
Screenshot of the "Edit Role" page's Modules & Permissions section, showing the Inventory Actions list with checkboxes; the "Create items (update company item master)" row is…
Log out and log back in to see the setting take effect.
Screenshot of a Purchase Order edit screen on the Inbound tab, showing PO details (PO number, status, vendor, license #) and an item line table with "Create New Item" and "Create…

How did we do?

Setting Up Users for Mobile Access

Sales Order Approval

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