helpwith.salesorder.com
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  • Video Index
  • Live in 5
    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
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        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
      • T -4: 'Open' transactions
      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
  • Common Actions
  • Company
    • Workers and Users
      • Add new User login
      • Owners
  • Organizer
    • Memo
    • Contacts
    • Calendar
    • Email
    • Attachments and Linking
  • Expenses/Timesheets
    • Expense Claims
      • Mileage Claims
    • Timesheets
  • Sales Forecasting
  • Sales
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    • Customers
      • Credit Controls
    • Jobs
    • Sales Quote
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      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
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      • Sales Order List
      • Drop Ship
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      • Discounts
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      • Processing digital Payments
      • Apply Credit Automatically on Payments
    • Customer Credit Notes
    • Customer Refunds
    • Delivery Notes (a.k.a Packing List)
    • Customer Statements
    • Shipments
      • Pick List
    • RMA
    • Commission automation?
  • Purchasing
    • Suppliers
    • Purchase Quotes
    • Purchase Orders
    • Cash Purchases
    • Item Receipts
    • Bills (Purchase Invoices)
    • Payments to Suppliers
    • Supplier Credit Notes
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    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
  • Products/Services
    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
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    • Stock Manager
    • Stock Locations
    • Categories, Tags and Attributes
      • Categories
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      • Sales Tax
        • US Tax Codes
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        • Working with HMRC (UK Specific)
      • Tax Codes
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    • General Journals
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  • WMS: Warehouse Management
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    • Admin
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    • Barcode Scanner App ⛭
    • Multipacks
    • Overship Tolerance
    • Expiry Date
  • WMS Setup
  • Third-party logistics (3PL)?
  • Shipping
    • FedEx Manager Integration
    • UPS WorldShip Integration
  • Reports
    • Classifications
    • Report Mailer
    • Email Reports on Schedule
    • Accounting Periods
  • Setup
    • Roles
    • Email templates
    • Payment Processors
      • Basys: low fees, VIP service
      • Authorize.net
      • Cybersource
      • PayPal
      • USAePAy
      • Paragon (PAYA)
    • Configuration
      • Company ⛭
      • Memo ⛭
      • Ref # ⛭
      • Leads ⛭
      • Prospects ⛭
      • Customers ⛭
      • Credit Controls⛭
      • Jobs ⛭
      • Sales Quote ⛭
      • Sales Order ⛭
      • Sales Invoice ⛭
      • Customer Credit Note ⛭
      • Cash Sale ⛭
      • Statements ⛭
      • Shipment ⛭
      • Customer Refund ⛭
      • Delivery Notes ⛭
      • RMA ⛭
      • Pick List ⛭
      • Supplier ⛭
      • Purchase Quote ⛭
      • Purchase Order ⛭
      • Item Receipt ⛭
      • Cash Purchase ⛭
      • Bills ⛭
      • Payment to Suppliers ⛭
      • Supplier Credit Notes ⛭
      • Supplier Refunds ⛭
      • 1099 Categories ⛭
      • Kit ⛭
      • Accounts ⛭
      • Accounting Periods ⛭
      • VAT ⛭
      • Email Accounts ⛭
        • OAuth for Outlook 365 ⛭
      • Company Security ⛭
        • Two Factor Authentication
      • Classifications ⛭
      • Document Templates ⛭
      • Shipping Carriers
      • Sales Invoice ⛭
      • Payments from Customers ⛭
      • Sales Opportunities ⛭
    • EasyPost ⛭
    • Shipstation ⛭
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • ⚠ Live Shopping Carts
    • Shopping Cart controls
    • Shopify ⛭
    • BigCommerce ⛭
    • Magento ⛭
    • Woocommerce ⛭
    • Prestashop ⛭
  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
      • Sales Reps
      • Sales Teams
      • Administrators
        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
    • TAP UX
      • Global Brand Style
      • Themes
      • Pages
      • Blocks
        • Group Start
        • Plain Text
        • Image
        • Hyperlink
        • Menu Matrix
        • Title
        • Custom HTML
        • Block Configurations
          • Pixels and Percentages
          • Flex Box Settings
            • Flex Wrap
            • Justify Content
            • Align Items
            • Column/Row Gap
            • Align Content
          • Background
          • Dimensions
          • Border
          • Slider & Carousel
          • Margin Padding
          • Overflow Settings
      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
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On this page
  • Workers and Users - need to know
  • Worker user access to multiple email account(s)
  • Workers are Owners of Documents
  • Preserve a different Ownership on Documents
  • Workers, Reporting, and Permissions

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  1. Company

Workers and Users

Workers model employees, contractors, sales agents. Each type of worker can be assigned a user login to the main app, TAP - Trade Acceleration Portal, or the barcode scanner interface.

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Last updated 10 months ago

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Workers and Users - need to know

Workers are ‘trading partners’ or stakeholders in your business. Workers can be employees, contractors, or sales agents.

You can manually create Workers:

Company>Workers+

You can upload Workers:

Go to: Setup>Import Data>Workers

You can assign Workers user login credentials,

Workers>Worker>Login details tab>Enable Login

Users can be configured with Roles (See ). Roles control the rights and permissions of the Worker's user login.

Workers>Worker>Login details>Security and Role>Role

To prevent security issues you should set up Roles before setting up user Logins

Workers are 'Suppliers'.

Workers are Suppliers. From the Worker Document you can create:

  • Expense Claims

  • Timesheets

  • Cash Purchases

  • Bills (Purchase Invoices)

  • Refunds

  • Credit Notes

You can make Payments to Workers, you can also view their Accounts Payable balance, and list their transaction history.

Worker user access to multiple email account(s)

Workers>Worker>Login details>Accessible email accounts>Enable Email Access.

Then select the relevant connected email account(s).

To connect email accounts go to:

Setup>Configuration>Email>Mail Accounts.

Workers are Owners of Documents

When a User creates a Document the system automatically assigns the respective user as the Document Owner. Every Document has an Owner field. Users can reassign the Owner of a Document.

Preserve a different Ownership on Documents

If you have a situation where your order entry team is capturing orders on behalf of your internal or external or independent sales reps, you may want to circumvent the normal sales document assign ownership behavior.

The normal behavior for document creation is for the user name to be set as the owner on the new document. To change this so the new document inherits the owner set on the Customer (where the rep owns the Customer) go and edit the Role set on the Order Entry worker.

Role>Edit

Role>Ownership options>Preserve ownership of sales documents = Checked.

Workers, Reporting, and Permissions

The Worker Contact section has three fields:

  • Team

  • Department

  • Office

The values you store in these fields can be used to:

  • Filter reports - Look for the filter +Team/Office/Department when you customize a report.

  • Control access permissions on Roles - Look for 'Your Team' and 'Your Office' when you create/edit a role.

See and

To change the Ownership of a Document the appropriate User Role ‘Taking Ownership’ value must be set. See .

Email
Email Accounts ⛭.
Owners
Add Workers and Create Logins
Add a Worker with Login
Roles