Permissions
The rights of the module are prefixed with SALES. and follow the shape
SALES.RESOURCE.ACTION. A READ action opens consultation, a WRITE action
opens the creation, the edition and the deletion of the same resource.
No permission of the module is restricted by establishment or by point of sale:
they hold for the whole organization.
The module publishes twenty-five of them.
The portal displays the French labels
The permission catalog of the module is published in French only. The
descriptions below are given in English for your reading; the Profiles
screen of the portal shows the French labels and descriptions.
The catalog
Dashboard
| Code |
What it allows |
SALES.DASHBOARD.READ |
Viewing the dashboard and the indicators of the sales module |
Products
| Code |
What it allows |
SALES.PRODUCT.READ |
Viewing the products, their categories and their sale prices |
SALES.PRODUCT.WRITE |
Creating, editing or deleting the products, their categories and their sale prices |
Purchase orders
| Code |
What it allows |
SALES.PURCHASE_ORDER.READ |
Viewing the purchase orders, their lines and printing them |
SALES.PURCHASE_ORDER.WRITE |
Creating, editing, confirming, delivering, cancelling or deleting the purchase orders |
Invoices
| Code |
What it allows |
SALES.INVOICE.READ |
Viewing the invoices, their lines and printing them |
SALES.INVOICE.WRITE |
Creating, editing, validating, cancelling or deleting the invoices |
Credit notes
| Code |
What it allows |
SALES.CREDIT_NOTE.READ |
Viewing the credit notes, their lines and printing them |
SALES.CREDIT_NOTE.WRITE |
Creating, editing, validating, cancelling or deleting the credit notes |
| Code |
What it allows |
SALES.PROFORMA_INVOICE.READ |
Viewing the proforma invoices, their lines and printing them |
SALES.PROFORMA_INVOICE.WRITE |
Creating, editing, converting, cancelling or deleting the proforma invoices |
Cash receipts
| Code |
What it allows |
SALES.CASH_RECEIPT.READ |
Viewing the cash receipts, their lines and printing them |
SALES.CASH_RECEIPT.WRITE |
Creating, editing, closing, cancelling or deleting the cash receipts |
Settlements
| Code |
What it allows |
SALES.PAYMENT.READ |
Viewing the settlements of the customers and their allocation to the pieces |
SALES.PAYMENT.WRITE |
Recording, editing, allocating, cancelling or deleting the settlements of the customers |
Customers
| Code |
What it allows |
SALES.CUSTOMER.READ |
Viewing the customers, the prospects and their commercial history |
SALES.CUSTOMER.WRITE |
Creating, editing or deleting the customers and the prospects |
Sales teams
| Code |
What it allows |
SALES.TEAM.READ |
Viewing the sales teams, their members and their targets |
SALES.TEAM.WRITE |
Creating, editing or deleting the sales teams, their members and their targets |
Deadlines
| Code |
What it allows |
SALES.DEADLINE.READ |
Viewing the deadlines of the customers and what is left to collect |
Reporting
| Code |
What it allows |
SALES.REPORTING.READ |
Generating the reports of the module, the sales statistics among them |
Interfacing
| Code |
What it allows |
SALES.INTERFACING.READ |
Viewing the interfacings of the module with the other applications |
SALES.INTERFACING.WRITE |
Starting, replaying or interrupting the interfacings of the module |
Settings
| Code |
What it allows |
SALES.PARAMETERS.READ |
Viewing the settings of the module, its sequences and its points of sale |
SALES.PARAMETERS.WRITE |
Editing the settings of the module, its sequences and its points of sale |
A missing permission shows on the screen
The screens only show the actions your profile allows: without
SALES.TEAM.WRITE, the buttons adding, transferring and removing a seller
disappear; without SALES.INTERFACING.WRITE, the interfacing screen opens
locked and without a saving button. A profile holding no permission of the
module lands on an Access denied screen.
A refused screen does not lead to an error
An address your profile does not open produces no message: the module drops
you on the first screen your rights allow, walking the order from the
dashboard down to the settings.
The recommended profiles
Two profiles ship with the module. They are a starting point: nothing prevents
composing a profile of your own out of the catalog above.
| Profile |
Purpose |
Administrator (ADMINISTRATOR) |
Full access to the sales module |
Auditor (AUDITOR) |
Consultation only, over the whole module |
| Permission |
Administrator |
Auditor |
SALES.DASHBOARD.READ |
Yes |
Yes |
SALES.PRODUCT.READ |
Yes |
Yes |
SALES.PRODUCT.WRITE |
Yes |
— |
SALES.PURCHASE_ORDER.READ |
Yes |
Yes |
SALES.PURCHASE_ORDER.WRITE |
Yes |
— |
SALES.INVOICE.READ |
Yes |
Yes |
SALES.INVOICE.WRITE |
Yes |
— |
SALES.CREDIT_NOTE.READ |
Yes |
Yes |
SALES.CREDIT_NOTE.WRITE |
Yes |
— |
SALES.PROFORMA_INVOICE.READ |
Yes |
Yes |
SALES.PROFORMA_INVOICE.WRITE |
Yes |
— |
SALES.CASH_RECEIPT.READ |
Yes |
Yes |
SALES.CASH_RECEIPT.WRITE |
Yes |
— |
SALES.PAYMENT.READ |
Yes |
Yes |
SALES.PAYMENT.WRITE |
Yes |
— |
SALES.CUSTOMER.READ |
Yes |
Yes |
SALES.CUSTOMER.WRITE |
Yes |
— |
SALES.TEAM.READ |
Yes |
Yes |
SALES.TEAM.WRITE |
Yes |
— |
SALES.DEADLINE.READ |
Yes |
Yes |
SALES.REPORTING.READ |
Yes |
Yes |
SALES.INTERFACING.READ |
Yes |
Yes |
SALES.INTERFACING.WRITE |
Yes |
— |
SALES.PARAMETERS.READ |
Yes |
Yes |
SALES.PARAMETERS.WRITE |
Yes |
— |
The auditor generates the reports
Generating a report is a reading: SALES.REPORTING.READ therefore belongs
to the auditor profile, which renders the four reports without being able to
write anything.
The catalog sometimes describes more than the screens offer
SALES.PRODUCT.WRITE describes itself as the management of the products and
of their categories, and SALES.TEAM.WRITE mentions targets of a team. In
the current screens, the first only opens the pricing, the taxes, the
reductions and the prices of a product, and the second knows no targets.
See Read-only referentials.
What next?
Changelog
- 1.0 (August 27, 2026): document created.