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FnB Live: Finalising Stock Count: User Permissions

Fourth Customer Success Portal
  • Updated

Finalise a Stock Count Permission

  • The security templates for the users should be edited to ensure all those on the same user level have the same access. 
  • Expand ‘System Administration’ expand ‘Security Admin’ click on ‘Security Templates’.

 

Fig.1 this shows searching for security templates

Fig 1 - Security Templates Link
  • Find the relevant template and click on it.
 
Fig.2 this shows the security templates

Fig 2 - Security Templates
  • Click on the ‘Security Access’ tab so the settings can be edited.
 
Fig.3 this shows the ‘Security Access’ tab

Fig 3 - Security Access Tab
  • Under administrative settings, click the setting ‘Finalise Stock Count’. This will allow users to finalise the counts.
 
Fig.4 this shows the settings

Fig 4 - Finalise Stock Count Setting
  • Save the changes.
  • The template must then be updated to the users profiles, do this by clicking on ‘Reapply template to users’.
 
Fig.5 this shows the updated template

Fig 5 - Re-apply Template to Users Link
  • Click ‘Next’ and the template will be updated.
 
Fig.6 this shows the updated template

Fig 6 - Users Who Will Be Affected
 

Overriding a Finalised Stock Count Permission

  • There are two extra settings that must be ticked for the user to be able to override the stock finalisation, they are ‘Re-Open Finalised Stock Count’ and 'Override Finalised Stock Count’. 
  • Tick these and save the changes.
  • Update the template as in steps from Fig 5 and Fig 6.
 
Fig.7 this shows the updated template

Fig 7 - Updated User Security Permissions

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