I want to give an emplyee permission to do the following
create sales order
create delivery note
create sales invoice
enter payment
What setting will allow this in the permisisons section.
using v14
Thanks
I want to give an emplyee permission to do the following
create sales order
create delivery note
create sales invoice
enter payment
What setting will allow this in the permisisons section.
using v14
Thanks
Option 1
Just give the user the Sales User role,
ERPNext already bundles all required permissions in that one role, so the user can make Sales Orders, Delivery Notes, Sales Invoices, and Payment Entries without you configuring anything.
Go to the user → Roles →add Sales User → save.
Option 2 (Custom Role)
Create a role (like “Sales Operator”), then in Role Permission Manager, give that role these permissions on each doctype
Sales Order
Delivery Note
Sales Invoice
Payment Entry
For each one, enable: Read, Write, Create, Submit, Then assign that custom role to the user.
Thanks
I did look a sales order role, and it does contain:
sales orders
packing slip
But, i does not have:
delivery note
sales invoice
payment entry
Ideas?