User Role Access to Inventory in Clickentry
Look into the comparison table to compare user roles and their access to inventory in Clickentry Business Edition.
| Full Access | Limited Access | |||||
| Advisor | Standard | IO+ Approve & Pay | IO+ Sales Only | IO + Purchases Only | IO+ Draft Only | |
| Add inventory items when creating transactions* | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Add inventory items from the Inventory menu | ✔ | ✔ | – | – | – | – |
| Edit and delete inventory items | ✔ | ✔ | – | – | – | – |
| View inventory items from the Inventory menu | ✔ | ✔ | – | – | – | – |
| Add inventory item opening balances | ✔ | ✔ | – | – | – | – |
| Convert untracked inventory items to tracked | ✔ | ✔ | – | – | – | – |
| Convert tracked inventory items to untracked | ✔ | ✔ | – | – | – | – |
| Mark an inventory item as active or inactive | ✔ | ✔ | – | – | – | – |
| Export and import inventory items | ✔ | ✔ | – | – | – | – |
| Make adjustments to inventory items | ✔ | ✔ | – | – | – | – |
*A user who has invoice only (IO) + approve and pay, IO + sales, IO + purchases, and IO + draft access can only add tracked inventory items. But there should have been set up the right accounts for tracked inventory in your organisation’s chart of accounts.
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