Consultant access & roles

Modified on Thu, 26 Jan, 2023 at 4:42 PM

The Consultant role gives an employee access to:

  • The client list
  • Reports --> Invoices
  • Reports --> Payments1
  • Reports --> Cash1
  • Reports --> Deposits1
  • Reports --> Promotions1
  • Reports --> Discounts1
  • Reports --> Backorder Fabrics
  • Orders --> Status Order
  • Orders --> Missing --> Measurement Not Completed
  • Orders --> Missing --> Design not completed
  • Orders --> Missing --> Missing images 
  • Orders --> Missing --> Waiting List
  • Orders --> Reception --> Communication Reception2
  • Orders --> Reception --> Shipments
  • Carts --> change status to on hold and cancel an item


1. Only available if the brand has access to the invoicing module

2. Only available if the brand has access to the communication module





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