What permissions are needed for inventory operations?
The following table summarizes the key permissions for inventory operations:
Permission | Security Role | Description |
|---|---|---|
Add | Inventory | Create purchase orders and transfer orders |
Edit | Inventory | Edit orders, receive deliveries, process stock operations |
View Inventory List | Inventory | View the inventory product list |
Raise Order | Inventory | Raise POs (change status from Created to Raised) |
Limited PO Edit | Inventory | Limited editing of raised PO details |
Limitless PO Edit | Inventory | Full editing of raised PO details including line items |
PO Back Date | Inventory | Back-date a purchase order |
Audit Back Date | Inventory | Back-date an audit |
Reconcile | Inventory | Submit reconciliation after audit |
Approve Reconcile | Inventory | Approve reconciliation when approval workflow is enabled |
Add adjustments | Inventory | Create stock adjustments |
Edit adjustments | Inventory | Edit existing stock adjustments |
Delete adjustments | Inventory | Delete stock adjustments |
Hide price | Inventory | Prevents user from viewing stock prices and values |
ImportProduct | ImportExport | Import products from Excel/CSV |
ExportProduct | ImportExport | Export product data |
ImportVendor | ImportExport | Import vendors from Excel/CSV |
ExportVendor | ImportExport | Export vendor data |
Stock ledger report | Inventory Reports (V2) | Access the stock ledger report |
Inventory aging report | Inventory Reports (V2) | Access the inventory aging report |
Your Zenoti administrator assigns these permissions through role-based security profiles. The Admin/Manager role profile includes most inventory permissions by default. The Inventory Manager role profile is a specialized role with full inventory access.