Customer Permissions
Permission | Description |
---|---|
Customers - Activate/Deactivate | Allow group members to activate and deactivate customers. |
Customers - Allow Manual Entry of UDF Values | Allow group members to type an entry in a customer UDF field. |
Customers - Change Price Level | Allow group members to change the price level assigned to customers |
Customers - Change Subsidiary | Allow group members to change the subsidiary on customer records. |
Customers - Create/Copy Customer | Allow group members to add a new customer by clicking the New button or the Copy button. |
Customers - Deactivate with Store Credit Balance | Allow group members to deactivate customers who have a store credit balance. |
Customers - Edit Charge Balance | Allow group members to edit customer charge balances |
Customers - Edit Charge Limit | Allow group members to edit customer charge limits |
Customers - Edit Customer | Allow group members to edit customer fields that aren't controlled by other permissions. |
Customers - Edit Customer Contact info | Allow group members to edit customer addresses, phone numbers and email. |
Customers - Edit Info and Mark Fields | Allow group members to edit the Info and Mark fields. The Info 1-2 and Mark 1-2 fields are legacy fields used in Retail Pro 8. For retailers who use these fields, this permission can be used to prevent accidental editing of these fields. |
Customers - Exceed Charge Limit | Allow group members to exceed customer charge limits at POS |
Customers - Select UDF Values | Allow group members to edit UDF fields on customer records. |
Customers - Set Accounts Receivable | Allow group members to edit the AR flag on Customer records. |