Admin

Mgmt

Purch

Sales

Service

Sales / Service

Whse

Permission

Description

Parent Permission

x

x

Accounts Payable

Displays Accounts Payable Menu

Accounts Payable

x

x

Invoice Entry

Gives the user the ability to enter invoices into the system for paying bills

Accounts Payable

x

x

AP Entry Create & Edit

Gives the user the ability to create and alter AP invoices

Invoice Entry

x

x

AP Entry Delete

Gives the user the ability to delete an AP Entry

Invoice Entry

x

x

Open credit Create and Edit

Allows the user to create and alter open credit under AP Entry

Invoice Entry

x

x

AP Flagging

Gives the user the ability to flag invoices to be paid under the AP Flagging Screen

Accounts Payable

x

Adjust Discount Taken

Gives the user the option to adjust the discount applied to an order for things like promos or company wide discounts

AP Flagging

x

x

AP Pay

Allows the user to make payments via an accounts payable account module

Accounts Payable

x

x

Void Payment

Allows the user to void a payment made through Accounts Payable

Accounts Payable

x

x

AP Reports

Gives the user the ability to view and generate reports based on Accounts Payable

Accounts Payable

x

AP Settings

Gives the user the ability to view and alter AP Settings under Accounts Payable menu

Accounts Payable

x

x

Accounts Receivable

Displays the Accounts Receivable Menu

Accounts Receivable

x

x

A/R Aging

Gives the user access to the A/R Aging screen

Accounts Receivable

x

x

Create and Edit

Can create + edit A/R payment/accounts

Accounts Receivable

x

x

Delete

Can delete an A/R account

Accounts Receivable

x

x

Open Deposits

Can overpay and have an open credit

Accounts Receivable

x

x

x

x

x

Payment

Can make an A/R payment

Accounts Receivable

x

x

Reverse A/R

Can reverse an A/R payment

Accounts Receivable

x

A/R Settings

Can manage A/R settings

Accounts Receivable

x

x

x

x

x

Send for Payment

Only turned on if they are set up to send for payment – Need website + Homesource setup

Accounts Receivable

x

x

x

x

x

Share and Print

Can email/print payment receipts, etc.

Accounts Receivable

x

x

Run Statement

Can run statements

Accounts Receivable

x

x

Customer

Gives the user access to customer related screens such as customer inquiry, etc.

Customer

x

x

Customer Merge

Displays the Merge button under Customer Inquiry > Actions

Customer

x

Digital Unity

Allows the user to manage posts on Social Media

Digital unity

x

Campaigns

Allows the user to target Awareness Campaigns on the different Social Media sites

Digital Unity

x

Facebook

Allows the user to manage campaigns on Facebook

Digital Unity

x

Instagram

Allows the user to manage campaigns on Instagram

Digital Unity

x

LinkedIn

Allows the user to manage campaigns on Linkedin

Digital Unity

x

Pinterest

Allows the user to manage campaigns on Pinterest

Digital Unity

x

Social

Allows the user to manage campaigns to all social media sites

Digital Unity

x

Vimeo

Allows the user to manage campaigns on Vimeo

Digital Unity

x

X

Allows the user to manage campaigns on X

Digital Unity

x

YouTube

Allows the user to manage campaigns on YouTube

Digital Unity

x

Ecommerce

Allows the user access the Ecommerce menu

Ecommerce

x

Location

Allows the user to manage locations in Ecommerce

Ecommerce

x

x

Fees

Allows the user to setup additional fees

Fees

x

x

Remove Credit Card Fee

Gives the user permission to remove a credit card fee

Fees

x

x

Remove Delivery Fee

Gives the user permission to remove a delivery fee.

Fees

x

x

x

x

x

x

General

Allows the user to make changes in the General Tab

General

x

Legacy Analytics

Allows Legacy customers to see analytics from Legacy

General

x

MailChimp

Allows user to utilize MailChimp

General

x

Market Factor

Allows the user to see the Market Factor Menu

General

x

Manage RDC Account

Allows user to manage Buy Group settings

General

x

Show EOMs

Allows user to see End of Month credits (EOM)

General

x

Show IRs

Allows the user to see Instant Rebates (IRs)

General

x

Slack

Allows the user to intergrate Slack into the ToDo's

General

x

Twilio SMS

Allows the user to use texting where available

General

x

x

x

View Cost

Allows the user to see cost options

General

x

x

x

x

x

x

View Salesperson Cost

Allows the user to see Salesperson cost

General

Gatekeeper

Allows the user to see the Gatekeeper Menu

Gatekeeper

x

x

Check Salesperson Out

Allows the user to check another salesperson out

Gatekeeper

x

x

Delete Customer Up

Allows the user to eliminate a customer Up

Gatekeeper

x

x

Manager View

Allows the user to have Manager access

Gatekeeper

x

x

Pause All Salespeople

Allows the user to pause all checked in sales staff

Gatekeeper

x

x

Re-order Lineup

Allows the user to re-order the lineup

Gatekeeper

x

x

Reset Up

Allows the user to reset an accepted Up

Gatekeeper

General Ledger

Displays the General Ledger Menu

General Ledger

x

x

Accounts

Turns on the Accounts menu- allows add and edit of accounts, journal entries

General Ledger

x

Swap Accounts on Details

Allows account information to be swapped

Accounts

x

Unarchive account

Allows a deleted account to be undeleted

Accounts

x

x

Set AR Credit Account

allows the user to pick a GL account for AR credits

General Ledger

x

Budget

Turns on the Budget menu

General Ledger

x

x

PO Bill BG Invoices

PO Bill invoices through ADC… Must be an ADC member for function to be enabled

General Ledger

x

x

Disable

Turns off the General Ledger postings temporarily

General Ledger

x

End of Year

Turns on the End of Year menu

General Ledger

x

Reports

Turns on the Report menu within dropdown for accces to financial reports

General Ledger

x

Settings

Turns on the General Ledger settings tab within dropdown

General Ledger

x

x

Intake Form

Displays Intake Form menu, to be filled out by HomeSource Support

Intake form

x

x

x

x

x

x

Inventory

Allows the user to view and maintain the inventory screens

Inventory

x

Containers

Gives the ability to put items in a container… Important for service departments, or separate locations that can be transferred amongst stores

Inventory

x

Create and Edit

Can create and edit containers

Containers

x

x

Inventory Settings

Enables Settings menu within dropdown

Inventory

x

Delete

Can delete containers

Inventory Settings

x

x

Miscellaneous Inventory

Shows Misc. Inventory menu and create + edit misc. items

Inventory

x

x

x

x

x

Model Inventory

Shows Model Inventory Menu

Inventory

x

Merge

Can merge models

Model Inventory

x

x

x

Create and Edit

Can create and edit models

Model Inventory

x

Create Without Price

Allows the user to create a model number without pricing

Model Inventory

x

x

x

Delete

Can delete models

Model Inventory

x

x

x

Edit Salesperson Cost

Can edit the salesperson cost of a product

Model Inventory

x

x

x

x

Print Labels

Can print labels

Model Inventory

x

x

x

x

Share and Print

Can share and print inventory spreadsheets

Model Inventory

x

x

x

x

Transfer

Can transfer inventory

Model Inventory

x

x

Packages

Gives access to the Packages menu

Inventory

x

x

Create and Edit

Can create and edit packages for customers

Packages

x

x

Inactivate

Can inactivate packages when not needed

Packages

x

x

x

x

x

x

Physical Inventory

Allows the user to create a Inventory Run

Inventory

x

x

x

x

Part Inventory

Gives access to the Part Inventory menu

Inventory

x

x

x

Create and Edit

Can create and edit part inventory models

Part Inventory

x

x

x

Related Items

Gives access to the related items menu

Inventory

x

x

x

x

x

x

Serial Inventory

Gives access to the Serial Inventory menu

Inventory

x

x

x

Allocate

Can allocate an order from the Serial Inventory screen

Serial Inventory

x

x

x

Create and Edit

Can create and edit serial inventory pieces

Serial Inventory

x

x

x

Delete

Can delete serial inventory pieces

Serial Inventory

x

x

x

x

Print Labels

Can print inventory serialized labels

Serial Inventory

x

x

x

Missing & Restore

Shows the button to set to missing or be able to restore piece

Serial Inventory

x

x

x

Share and Print

Can share and print serial inventory spreadsheet

Serial Inventory

x

x

x

x

Transfer

Can transfer serial inventory products

Serial Inventory

x

x

x

Un-receive

Can un-receive serial inventory products

Serial Inventory

x

x

x

x

x

Correct invoice

Can assign a completed order if not done originally

Inventory

x

x

x

x

x

x

Transfer Request Inventory

Shows transfer request inventory

Inventory

x

x

x

x

x

Vendor Return

Allows the user to create a vendor return

Inventory

x

x

x

x

Leads

Allows the user to access the Leads feature

Leads

x

x

Delete Lead

Allows the user to delete a lead after created

Leads

x

x

Manager View

Allows the user to have Manger access to Leads

Leads

x

x

Swap Salesperson

Allows the user to switch or swap the sapesperson on the Lead

Leads

x

x

x

x

Multi-Location

Allows the user to manage a lead from different locations

Leads

x

x

x

x

Order Now

Allows the user to order directly from a purchase order

Purchase Orders

x

x

x

x

x

x

Purchasing

Gives the user the ability to view and process purchasing of products in relation to Purchase Orders

Purchasing

x

x

Inbound Queue

Allows access to the Inbound Queue for products that will be showing up to the warehouse

Purchasing

x

x

x

x

x

x

Purchase Orders

Purchase Orders - Allows access to the Purchase Orders screen and options associated

Purchasing

x

x

x

Assign Orders

Assign Orders - Gives the user the ability to assign orders to a salesperson for the business or a technician for delivery/install

Purchase Orders

x

x

x

Create and Edit

Create and Edit - Gives user access to create new purchase orders and edit existing ones

Purchase Orders

x

x

x

x

Print Labels

Print Labels - Gives the user access to the “Print Labels” button for scanning of products

Purchase Orders

x

x

x

Legacy POs

Legacy POs - Allows the user to view Legacy POs from the old import

Purchase Orders

x

x

x

Order

Allows the user to mark a purchase order as Ordered

Purchase Orders

x

x

x

Add Overage

Add Overage - Gives the user the ability to add a quantity or a line item after PO has been ordered

Purchase Orders

x

x

x

Add Parts

Add Parts - Gives the user the option to add parts to a PO alongside main products

Purchase Orders

x

x

x

Quick Swap

Quick Swap - Allows the user to change an item of a PO with another using the ‘Quick Swap’ button and the model num. or serial

Purchase Orders

x

x

x

Receiving

Receiving - Gives access to Receiving to process items ordered on a PO

Purchase Orders

x

x

x

Backdate Received Date

Backdate Received Date - Allows user to back date a receive date to make sure times are recorded properly

Purchase Orders

x

x

x

x

x

Share and Print

Share and Print - Gives the user the ability to share and print PO to customer or worker

Purchase Orders

x

x

x

Split

Allows the user to split the PO lines when quantity and costs change

Purchase Orders

x

x

x

Inventory Tags

Gives access to the inventory tags which can help with labeling certain products for use in the future

Purchase Orders

x

x

x

Inbound Manifests

Inbound Manifests - Gives the user the ability to view and maintain the delivery manifests associate with products coming to the warehouse

Purchasing

x

x

Settings

Settings - Allows the user to view and alter inbound manifest settings like content or format

Purchasing

x

x

Create and Edit

Create and Edit - Allows user to create and edit inbound manifests in system

Settings

x

x

Delete

Delete - Gives the user the ability to delete inbound manifests after they have been used

Settings

x

x

x

Order Requirements

Order Requirements - Gives the user access to Order Requirements screen and functionality

Purchasing

x

x

x

Create and Edit

Create and Edit - Allows user to create and edit Order Requirements attached to an Order

Order Requirements

x

x

x

Order Request

Order Request - Gives the user access to place Order Requests and maintain them

Purchasing

x

x

Allocate

Allocate - Gives the user the ability to allocate products and items to Order Requests

Order Request

x

x

x

Create and Edit

Create and Edit - Gives the user the ability to create and edit Order Requests

Order Request

x

x

x

x

Reports

Gives the user access to view the Reports screen and tabs associated

Reports

x

x

x

Commission

Gives user the ability to see reports based off commission of employees and how much money has been made

Reports

x

x

x

View Unpaid Commission

Gives access to see unpaid commission value report for use when doing payroll

Commission

x

x

x

Custom Reports

Reports

x

x

ESC

Allows the user to run reports on extended service contracts to view things like quantity, cost, or amount sold

Reports

x

x

Geolocation

Allows the user to run reports on locations of sales to understand where marketing can be applied for growth in that market

Reports

x

x

x

Inventory

Allows the user to run reports on inventory to see what needs to be ordered/scheduled for future orders

Reports

x

x

x

x

x

Manager View

Allows the user to see multiple stores or other salespeople statistics

Reports

x

Open Order Tax Report

Allows the user to view the taxes associated with open orders in a report

Reports

x

x

Payment

Gives the user access to view and run reports on different types of payment methods such as Cash, Check, Credit Card, etc.

Reports

x

x

x

x

Performance

Gives the user the ability to view and maintain reports on Sales such as monetary values of quotes, open orders, or sales

Reports

x

x

x

Print

Enables the print report function

Reports

x

x

x

x

Ranking

Give the user the ability to view and maintain reports on Sales Rankings, such as; Brands, Categories, Types, Locations, Salespeople, etc.

Reports

x

x

Sales Tax

Gives the user access to reports based on taxable/un-taxable monetary values

Reports

x

x

x

x

Save Reports

Gives the user the ability to save report filters to their user profile

Reports

x

x

Save Global Reports

Gives the user the ability to save report filters to all sales users' profiles

Reports

x

x

Service Performance

Gives access to the service performance reports which give insight on; Avg. Response Time, First Trip Fix Rate, Total Trips, Avg. Trips per Service Order, # of Non-Scheduled Orders, New Business, etc.

Reports

x

x

Service Ranking

SGives the user the ability to view service ranking reports which can run reports for Top Models, Technicians, Service Items, etc.

Reports

x

x

x

x

Spiff

Gives the user the ability to view and maintain reports pertaining to spiff plans set up by the company

Reports

x

x

Time Clock

Gives the user the ability to view and manage reports for employee daily hours

Reports

x

x

x

x

x

Sales

Can access Sales menu and process Orders/Invoices

Sales

x

x

x

x

Batch Invoice

Can edit/maintain multiple invoices at once

Sales

x

x

x

x

x

Orders/Invoices

Can access Orders/Invoices

Sales

x

Add Packages

Can add Packages to Invoice

Orders/Invoices

x

Add to Purchase Order

Can add product to a Purchase Order

Orders/Invoices

x

x

x

x

Allocate

Can allocate a product to be sold

Orders/Invoices

x

x

x

x

All Locations

Can maintain all locations tied to Sales

Allocate

x

x

Re-Allocate

Allows user to be able to re-allocate items to a specific order

Allocate

x

x

Alternate Sales Associate

Allows the user to select an alternate sales associate for an invoice/order

Orders/Invoices

x

x

Backdate Invoice

Gives user the ability to backdate an Invoice

Orders/Invoices

x

x

Create and Edit

Can create and edit allocations of products on an Order

Orders/Invoices

x

x

Changes Sales Associate

Allows the user to change the sales associate responsible for taking care of customer

Orders/Invoices

x

Create Packages

Allows the user to create packages of products for sale

Orders/Invoices

x

x

x

x

Order Date

Gives the user the ability to set the date of an order when needed

Orders/Invoices

x

x

x

x

Delete

Gives the user the ability to delete an invoice or order

Orders/Invoices

x

x

Delete Lines

Allows the user to be able to delete line items from an invoice/order

Orders/Invoices

x

Edit Packages

Allows the user to edit packages

Orders/Invoices

x

x

Email Received Inventory

Emails the received Inventory to the user to capture what has and hasn’t been received yet

Orders/Invoices

x

x

x

x

Follow Up

Allows the user to contact the customer via email or phone in order to follow up on order

Orders/Invoices

x

x

x

x

Invoicing

Allows the user to invoice the orderto complete it and collect payment

Orders/Invoices

x

x

Override Min. Deposit

Allows the user to override the minimum deposit

Orders/Invoices

x

x

Add Parts

Allows the user to add parts to an invoice/order

Orders/Invoices

x

x

x

x

Send for Payment

Allows the user to send the customer payment request where they can finish the payment process and transaction can be completed

Orders/Invoices

x

x

x

x

x

Payment

Allows access to processing transactions when applicable for an Order

Orders/Invoices

x

x

x

x

A/R Payments

Allows the user to be able to utilize an A/R account as payment

Payment

x

x

Pay to A/R Open Deposits

Allows the user to take over payments and send them to A/R open deposits

A/R Payments

x

x

x

x

x

A/R Credit Payments

Allows the user to select A/R Credit account in payment options

Payment

x

x

x

x

x

Credit Card Payments

Allows user to take Credit Card Payments

Payment

x

x

x

x

x

Check Payments

Allows the user to be able to process checks as payment

Payment

x

x

Check Promised

Allows the user to use check promised as form of payment (refund checks)

Check Payments

x

x

x

x

x

Cash Payments

Allows the user to be able to process Cash payments

Payment

x

x

Cut Check

Allows user to be able to cut refund checks for a transaction

Payment

x

x

Live Credit Card Payments

Allows the user to be able to process Live Credit Cards

Payment

x

x

Show All Live Payment Terminals

Allows user to see all the live payment terminals within terminal tab

Live Credit Card Payments

x

Unreferenced Refunds

Gives the user the ability to refund money via integrated CC’s, but for transactions before it was enabled (USE WITH CAUTION!)

Live Credit Card Payments

x

x

x

x

x

Other Payments

Allows the user to take other payment types such as Bitcoin, PayPal, etc.

Payment

x

Select Location

Allows the user to change the payment location for CC terminals

Payment

x

x

Quick Swap

Gives the quick swap button to the user on the order screen to change one product for another

Orders/Invoices

x

x

Invoice Reopen

Allows the user to be able to reopen an invoice to correct mistakes or add overages to it

Orders/Invoices

x

x

x

x

Order Request

Allows the user to place PO requests for ordering of a specific product(s)

Orders/Invoices

x

x

x

x

Return

Allows the user to be able to return an item that was either incorrect or unwanted

Orders/Invoices

x

x

x

x

Schedule Trucks

Allows the user to schedule trucks for a delivery or installation

Orders/Invoices

x

x

x

x

Share and Print

Allows the user to share and print out payment information of either invoice or an order

Orders/Invoices

x

x

Split Line

Allows the user to split a line item or items from an invoice or order

Orders/Invoices

x

x

x

x

To Do

Allows the user to view and add tasks pertaining to orders

Orders/Invoices

x

x

x

x

Transfer

Gives the user the ability to transfer inventory amongst locations

Orders/Invoices

x

x

Backdate Payment

Gives the user the ability to backdate a payment for an Order,service or AR payment

Orders/Invoices

x

x

Financial Export

Allows the user to be able to export the financial information within the system in relation to payments and how much money has been generated

Sales

x

x

POS Settings

Gives the user access to the POS Settings screen where they use can change settings in relation to the POS

Sales

x

x

Price Wheel

Allows the user to change price of a product based on percent off or a dollar amount

Sales

x

x

Cost

Allows the user to change sale price of an item and change it via the price wheel via Cost

Price Wheel

x

x

List Price

Allows the user to change sale price of an item and change it via the price wheel via List Price

Price Wheel

x

x

MAP

Allows the user to change sale price of an item and change it via the price wheel via MAP

Price Wheel

x

x

MSRP

Allows the user to change sale price of an item and change it via the price wheel via MSRP

Price Wheel

x

x

RDC

Allows the user to change sale price of an item and change it via the price wheel via RDC Cost

Price Wheel

x

x

Salesperson Cost

Allows the user to change sale price of an item and change it via price wheel via Salespersons' Cost

Price Wheel

x

x

Sale Price

Allows the user to change sale price of an item and change it via the price wheel via default sale price

Price Wheel

x

x

Quick Cash Orders

Allows minimal information to create a quick sales order

Sales

x

x

Create and Edit

Gives the user the ability to create and edit quick cash orders

Quick Cash Orders

x

x

Change Sales Associate

Gives the user the option to change which salesperson is responsible for taking payment of an order

Quick Cash Orders

x

x

Delete

Gives the user the ability to delete quick cash orders

Quick Cash Orders

x

x

Add Parts

Gives the user the ability to add parts to quick cash orders

Quick Cash Orders

x

x

x

x

Quotes

Gives the user access to the Quotes Menu

Quotes

x

x

Add Packages

llows the user to add packages to a quote when needed

Quotes

x

x

x

x

Alternate Sales Associate

Allows the user to assign a different sales associate to the quote

Quotes

x

x

x

x

Create and Edit

Allows the user to create and edit quotes

Quotes

x

x

Change Sales Associate

Gives the user the ability to change which associate is responsible for the quote’s fulfillment

Quotes

x

x

x

x

Copy Quote

Allows the user to copy a quote when needed

Quotes

x

x

Create Packages

Allows the user to create bundles of products called Packages when creating Quotes

Quotes

x

x

x

x

Convert to Order

Allows the user to take a created quote and make it into an active order for a customer

Quotes

x

x

x

x

Delete

Allows the user to delete a quote whenever there are mistakes or when a customer has changed their mind

Quotes

x

Edit Packages

Gives the user the ability to change and manipulate packages

Quotes

x

x

x

x

Follow Up

Allows the user to contact customer after a quote has been created to convert that quote to an order

Quotes

x

x

Add Parts

Gives the user the ability to add parts to a quote

Quotes

x

x

x

x

Send for Payment

Allows the user to send for payment of quote utilizing the ‘Send for Payment’ button

Quotes

x

x

Quick Swap

Allows the user to swap a model in the line item of an order or quote

Quotes

x

x

x

x

Share and Print

Allows the user to be able to print and share quote information with a customer

Quotes

x

x

x

x

To Do

Gives the user access to the To Do list straight from the Quote

Sales

x

x

x

x

x

Service Requests

Allows the user to view and maintain service requests

Service Requests

x

Add to Purchase Order

Service Requests

x

x

x

Allocate

Allows the user to allocate products to a Service Request

Allocate

x

x

x

All Locations

Allows the user to change the location of a service request

Allocate

x

Re-Allocate

Allows the user to re-allocate a product within a service request

Service Requests

x

Alternate Sales Associate

Allows the user to choose another sales associate or technician to make responsible for the service request

Service Requests

x

x

x

x

x

Create and Edit

Allows the user to create and edit service requests

Service Requests

x

x

x

x

x

Change Sales Associate

Allows the user to change which associate is working on the service request

Service Requests

x

x

x

x

x

Delete

Gives the user the ability to delete service requests from the system

Service Requests

x

x

x

x

x

Follow Up

Gives the user the ability to follow up and contact customer after the request has been submitted

Service Requests

x

x

x

x

x

Payment and Invoicing

Allows the user to take payments and complete service request invoices of a customer in relation to the Service Request

Service Requests

x

x

x

x

x

Add Parts

Gives the user the ability to add parts to a service request from repairs of another product

Service Requests

x

x

x

x

Reopen

Gives the user the ability to reopen a service request after it has been closed

Service Requests

x

x

x

x

x

Share and Print

Gives the user the ability to share and print Service Request information with customers or workers

Service Requests

x

x

Split Line

Service Requests

x

x

x

x

Tax Exempt

Gives the user the ability to mark an order as tax exempt

Sales

x

x

x

x

x

x

Scheduler

Allows the user to be able to see the Scheduler tab in the menu dropdown

Scheduler

x

x

x

x

x

Delivery Scheduler

Allows the user to schedule a delivery in relation to an order

Scheduler

x

x

Create and Edit

Allows the user to create and edit deliveries or service calls

Delivery Scheduler

x

x

x

Exceed Scheduler Slot Count

Allows the user to assign more slots than available on the delivery scheduler

Delivery Scheduler

x

x

Follow Up (Email)

Gives the user the ability to follow up via email in relation to a call or delivery

Delivery Scheduler

x

x

Share and Print

Allows the user to print and share delivery or service information from the scheduler

Delivery Scheduler

x

x

x

Inbound Scheduler

Allows the user to see when shipment is due and on which days, alongside time of arrival

Scheduler