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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.

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.
Log out and log back in to see the setting take effect.

How did we do?

Setting Up Users for Mobile Access

Sales Order Approval

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