Difference between revisions of "Admin/Credit Levels"

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(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...")
 
(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...")
 
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{{DISPLAYTITLE: Credit Levels for Staff Users}}
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=This Content Has Moved House=
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= Overview =
 
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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.
 
  
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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.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
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PIC TO GO HERE 
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
  
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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:
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[https://resources.emersion.com/display/EKB/Staff+Credit+Levels Take me to the Emersion Knowledge Base article]
  
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* Product Purchases for Credit Products <br />
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[[file:new_home_sm.jpg|900px]]
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Credit products are sold like any other product but instead of a debit, a credit is produced.
 
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*Editing pending ledger cardlines<br />
 
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Cardlines with a negative value result in a credit cardline being created.
 
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If you are interested in this feature, please contact Emersion Sales.
 

Latest revision as of 16:49, 2 March 2018

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 untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.

Take me to the Emersion Knowledge Base article

New home sm.jpg

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