Control how your team accesses different invoices when using your online inventory management system.
If you are already using Megaventory (or even if you just have a business with more than one employees), you may be now familiar with the concept of restricting users to specific processes and modules within the software. Because we understand your need for privacy settings and varying access levels for each and every individual team member, one of the very first developments in Megaventory was the ability of administrator users to grant different levels of access to their accounts.
The usefulness of this feature can be illustrated in the following example of a franchise chain:
A franchise store owner may have access to issue orders and view reports of his store but will be denied access to stores of other franchisees. A Sales manager of the franchisor company may have access to sales reports from all the franchisee stores. Each franchisee store may use Megaventory to send their Purchase Orders directly to the main warehouse of the franchise company.
Impossible to handle all that without different levels of access, right?
As this User Access Permissions module has already lifted a great weight from the shoulders of a lot of you, we decided to give this feature an upgrade. With the new and enhanced User Permissions module, you are now able to grant each user different access levels to various accounting documents you issue as a company.
Let’s see this in action:
With the Megaventory inventory management system, you can -to a certain extent- manage different companies with a single Megaventory subscription. Setting your account like this makes sense if two (or more) companies share a common inventory or you need to cut down your expenses across various projects (is there really a need to pay for a separate ERP system for every new venture you make?).
With our new upgrade, you are able to grant permission to each employee to issue a different Invoice depending on the company they are working for. So, the employee that works in company A will only see an invoice format for company A when trying to fulfill a sales order in Megaventory. Similarly, the same employee will have no access to the invoice format of company B.
Thanks to this setting, you can host the invoicing processes of both companies under the same Megaventory account. Moreover, inventory changes inventory changes can also be tracked individually. Finally, chances to make common accounting mistakes -like issuing an invoice with the accounting details of the wrong company- are eliminated.
So, in the example above...
If your company has more than one sales points you can set up different document templates for each location and grant access to different users accordingly. In other words, your employee in Boston will not be able to issue an invoice with the address and accounting details of your shop in New York.
This setting, apart from keeping your company's information secure, will also save up valuable time to your team members that can be used for other tasks. When loading the available accounting documents to fulfill the order, the user will only see the related to their location documents.
Another possible scenario that can be supported in Megaventory is when a business is selling at both retail and wholesale prices. Depending if the customer is an individual or a company entity, a different price list should load when you create a sales order. On top of that, some companies have different teams to manage B2C and B2B sales.
With this update, you can now grant access to the user that handles wholesale purchases or sales to the relevant type of invoice.
We hope that this upgrade will come in handy for a lot of you. Your feedback is valuable, so if you have any comments or suggestions on what you would like to see supported in Megaventory, leave a comment below or tweet us!
You can also get in touch with any questions at [email protected]. We are happy to walk you through the details to help modify your User Access Permissions to take advantage of the new features.
And if you haven’t tried Megaventory, maybe now is a good time to upgrade your inventory management system?
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If you are already using Megaventory (or even if you just have a business with more than one employees), you may be now familiar with the concept of restricting users to specific processes and modules within the software. Because we understand your need for privacy settings and varying access levels for each and every individual team member, one of the very first developments in Megaventory was the ability of administrator users to grant different levels of access to their accounts.
The usefulness of this feature can be illustrated in the following example of a franchise chain:
A franchise store owner may have access to issue orders and view reports of his store but will be denied access to stores of other franchisees. A Sales manager of the franchisor company may have access to sales reports from all the franchisee stores. Each franchisee store may use Megaventory to send their Purchase Orders directly to the main warehouse of the franchise company.
Impossible to handle all that without different levels of access, right?
As this User Access Permissions module has already lifted a great weight from the shoulders of a lot of you, we decided to give this feature an upgrade. With the new and enhanced User Permissions module, you are now able to grant each user different access levels to various accounting documents you issue as a company.
Let’s see this in action:
Scenario #1:
Multiple Companies Under A Single Account
With the Megaventory inventory management system, you can -to a certain extent- manage different companies with a single Megaventory subscription. Setting your account like this makes sense if two (or more) companies share a common inventory or you need to cut down your expenses across various projects (is there really a need to pay for a separate ERP system for every new venture you make?).
With our new upgrade, you are able to grant permission to each employee to issue a different Invoice depending on the company they are working for. So, the employee that works in company A will only see an invoice format for company A when trying to fulfill a sales order in Megaventory. Similarly, the same employee will have no access to the invoice format of company B.
Thanks to this setting, you can host the invoicing processes of both companies under the same Megaventory account. Moreover, inventory changes inventory changes can also be tracked individually. Finally, chances to make common accounting mistakes -like issuing an invoice with the accounting details of the wrong company- are eliminated.
So, in the example above...
Scenario #2:
Issue Different Documents Based On Location
If your company has more than one sales points you can set up different document templates for each location and grant access to different users accordingly. In other words, your employee in Boston will not be able to issue an invoice with the address and accounting details of your shop in New York.
This setting, apart from keeping your company's information secure, will also save up valuable time to your team members that can be used for other tasks. When loading the available accounting documents to fulfill the order, the user will only see the related to their location documents.
Scenario #3:
Retail vs Wholesale Invoicing
Another possible scenario that can be supported in Megaventory is when a business is selling at both retail and wholesale prices. Depending if the customer is an individual or a company entity, a different price list should load when you create a sales order. On top of that, some companies have different teams to manage B2C and B2B sales.
With this update, you can now grant access to the user that handles wholesale purchases or sales to the relevant type of invoice.
We hope that this upgrade will come in handy for a lot of you. Your feedback is valuable, so if you have any comments or suggestions on what you would like to see supported in Megaventory, leave a comment below or tweet us!
You can also get in touch with any questions at [email protected]. We are happy to walk you through the details to help modify your User Access Permissions to take advantage of the new features.
And if you haven’t tried Megaventory, maybe now is a good time to upgrade your inventory management system?
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This post first appeared on Megaventory Blog - Online Inventory Management Software, please read the originial post: here
