Admin/Credit Levels - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2018-03-02T06:49:08Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Dcowan: added sales email address

2017-04-13T00:21:48Z

added sales email address

Scarpenter: /* Business Rules for Purchases */

2017-03-02T03:12:17Z

‎Business Rules for Purchases

Scarpenter: /* See Also */

2017-03-02T02:57:14Z

‎See Also

Scarpenter: /* Assign a Credit Level to Role Group */

2017-03-02T02:55:31Z

‎Assign a Credit Level to Role Group

Scarpenter: /* Credit Permission Levels */

2017-03-02T02:23:41Z

‎Credit Permission Levels

Scarpenter: /* Overview */

2017-03-02T02:23:19Z

‎Overview

Scarpenter: /* Overview */

2017-03-02T02:23:02Z

‎Overview

Scarpenter at 02:21, 2 March 2017

2017-03-02T02:21:46Z

Scarpenter: Created page with "{{DISPLAYTITLE: Credit Levels for Staff Users}} = Overview = This module to the permissions and role groups framework provides a way for service providers to limit the amount..."

2017-03-01T06:40:11Z

Created page with "{{DISPLAYTITLE: Credit Levels for Staff Users}} = Overview = This module to the permissions and role groups framework provides a way for service providers to limit the amount..."

New page

{{DISPLAYTITLE: Credit Levels for Staff Users}}
= Overview =
This module to the permissions and role groups framework provides a way for service providers to limit the amount of credit that can be given to a customer by a staff member.

This module is an extension to the permissions and role group framework of Emersion. Service Providers are granted access to a custom user interface that gives them the ability to define up to 10 credit levels. Once a level is applied to a staff user's role group, they will only be able to give a credit up to this value. Credit values are ''inclusive'' of tax.

PIC TO GO HERE

Onve a credit level has been applied to the role group of a staff user, the user will only be able to grant the amount of credit that has been set for them. This includes during activities like:

* Product Purchases for Credit Products <br />
Credit products are sold like any other product but instead of a debit, a credit is produced.

*Editing pending ledger cardlines<br />
Cardlines with a negative value result in a credit cardline being created.

If you are interested in this feature, please contact Emersion Sales.

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE: Credit Levels for Staff Users}}
+=This Content Has Moved House=
-Credits can be applied in more than one way. Credit levels apply to the following activities:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-# Product Purchases for Credit Products. Credit products are sold like any other product but instead of a debit cardline, a credit cardline is created.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-If you are interested in this feature, please contact the [mailto:sales@emersion.com.au Emersion Sales department].
+[https://resources.emersion.com/display/EKB/Staff+Credit+Levels Take me to the Emersion Knowledge Base article]
-= Credit Permission Levels =
+[[file:new_home_sm.jpg|900px]]

@@ Line 9: / Line 9: @@
 # Credits. Account-level credits that can be allocated to approved invoices.
-If you are interested in this feature, please contact the Emersion Sales department.
+If you are interested in this feature, please contact the [mailto:sales@emersion.com.au Emersion Sales department].
 = Credit Permission Levels =

@@ Line 43: / Line 43: @@
 [[File:Credit-level-powers.png]]
-= Business Rules for Purchases =
+= Business Rules =
 During the selling of credit products in an outright purchase, the system validates the credit level of the user twice.
@@ Line 55: / Line 58: @@
 * Users are not prevented from adding credit products to the cart if the value of the subtotal ( product x quantity ) is within their credit limit.
 * While it is possible to build a cart that exceeds the user's credit limit in total, the user cannot confirm the purchase if the total value of the cart exceeds the user's credit limit.
 = Access Control =

← Older revision		Revision as of 02:57, 2 March 2017
Line 60:		Line 60:

	=See Also=		=See Also=
		+	* [[Product/Purchases/Outright_Purchase\|Outright Purchases]]

@@ Line 36: / Line 36: @@
 # Open the role group by clicking the ID. If you are creating a new role group, click the '''Create New''' button.
-# Under the ''Power Based Permissions'' section, press the '''Expand All'''.
+# Under the ''Power Based Permissions'' section, press the '''Expand All''' button.
-# Scroll down the page until you see the power ''Staff Credit Limits''. Under this power are the 10 levels.
+# Scroll down the page until you see the power ''Staff Credit Limits''. Under this power are the 10 credit levels.
-# Tick the level this group will be restricted to.
+# Tick the level this role group will be restricted to.
 # When you are happy with the change, press the '''Save Role Details'''

@@ Line 18: / Line 18: @@
 NAV: '''Admin > Org Units & Roles > Credit Permission Management'''
-[[File:Credit-level-admin.png|1200px]]
+[[File:Credit-level-admin.png|1200px|]]
 # Enter a dollar value into the level 1 field.

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: Credit Levels for Staff Users}}
 = Overview =
-This module to the permissions and role groups framework provides a way for service providers to limit the amount of credit that can be given to a customer by a staff member.
+This module to the permissions and role groups framework
-This module is an extension to the permissions and role group framework of Emersion. Service Providers are granted access to a custom user interface that gives them the ability to define up to 10 credit levels. Once a level is applied to a staff user's role group, they will only be able to give a credit up to this value. Credit values are ''inclusive'' of tax.
+This module is an extension to the permissions and role group framework of Emersion. It provides a way for service providers to limit the amount of credit that can be given to a customer by a staff user. Service Providers are granted access to a custom user interface that defines up to 10 distinct levels of credit for both once off and recurring credits. Once a credit level is applied to a role group, staff users in the role group will be able to offer credits to customers up to, and including the defined value. Credit values are ''inclusive'' of tax.
-PIC TO GO HERE
+Credits can be applied in more than one way. Credit levels apply to the following activities:
 * Product Purchases for Credit Products <br />
-Credit products are sold like any other product but instead of a debit, a credit is produced.
+Credit products are sold like any other product but instead of a debit cardline, a credit cardline is created.
-*Editing pending ledger cardlines<br />
+* Pending ledger cardlines <br />
 Cardlines with a negative value result in a credit cardline being created.
-If you are interested in this feature, please contact Emersion Sales.
+* Credits <br />