Adding User & assigning location to a user
Table of Contents
1 Adding users
2 Assign locations
3 Max sales discount:
4 Disable login
Adding users
User Management -> Users -> Add New
Fill the user details, select user role, and give a unique username.
Sales Commission Percentage (%): Provide the commission % for this user. This option gets applied if the commission agent feature is enabled. Is active? Activate/Deactivate the user.
You can edit/delete a user.
Assigning locations in SMARTBMS ERP typically refers to associating products, users, or transactions with specific physical or virtual locations within your business. Here’s how you can assign locations in SMARTBMS ERP
1. Assigning Products to Locations:
– Navigate to the Products section within SMARTBMS ERP.
– Select the product you want to assign to a location or create a new product if it’s not already in the system.
– In the product details or settings, you should find an option to assign the product to one or multiple locations.
– Choose the appropriate location(s) from the available list or create new locations if needed.
– Save the changes to update the product’s location assignment.
2. Assigning Users to Locations:
– If you have multiple physical locations or departments within your business, you may need to assign users to specific locations.
– Go to the User Management section in SMARTBMS ERP.
– Select the user you want to assign to a location or create a new user if necessary.
– Edit the user profile and look for an option to specify the user’s primary location or locations.
– Choose the relevant location(s) from the dropdown menu or enter the location details manually.
– Save the changes to update the user’s location assignment.
3. Assigning Transactions to Locations:
– In some cases, you may want to track transactions (e.g., sales, purchases, transfers) by location for reporting or inventory management purposes.
– When creating or editing a transaction (e.g., sales order, purchase order, stock transfer) in SMARTBMS ERP, you should find an option to specify the transaction’s location.
– Choose the appropriate location from the available list or enter the location details manually if needed.
– Save the transaction to record it with the assigned location information.
4. Viewing and Managing Location Assignments:
– Once you’ve assigned products, users, or transactions to locations, you can view and manage these assignments in the respective sections of SMARTBMS ERP.
– Use filters or search functionality to quickly find items or users assigned to specific locations.
– You can edit or update location assignments as needed to reflect changes in your business operations or organizational structure.
5. Integration with Inventory Management:
– Assigning locations in SMARTBMS ERP is closely tied to inventory management processes.
– By tracking product movements and stock levels by location, you can optimize inventory replenishment, reduce stock outs, and improve overall inventory control.
– Utilize reporting and analytics features to gain insights into inventory performance across different locations and make data-driven decisions.
By effectively assigning locations in SMARTBMS ERP, you can streamline operations, improve visibility into your business processes, and enhance overall efficiency and productivity.
Max sales discount: The maximum discount this user can give during sales in the POS & sales screen. If you don’t want to have this restriction then simply keep this value blank.