Permissions Required for Smart Count Roles
Each Smart Count role comes with a set of required permissions. You can also create or customize roles as needed. You can create or customize roles as needed using the Administrator role. For more information, see Customizing and Creating Roles.
Some permissions require enabling features such as Bin Management, Inventory Status, Classes, and Multiple Calendars. Go to Setup > Company > Enable Features to enable these features.
The following table lists the required permissions to use the SuiteApp.
|
Role |
Subtab |
Permission |
Minimum Access Level |
|---|---|---|---|
|
Smart Count Inventory Manager |
Transactions |
Adjust Inventory |
View |
|
Bin Transfer To use this permission, you must enable the Bin Management feature by going to Setup > Enable Features > Items & Inventory. |
View |
||
|
Cash Sale |
View |
||
|
Find Transaction |
View |
||
|
Fulfill Orders |
View |
||
|
Invoice |
View |
||
|
Inventory Status Change To use this permission, you must enable the Inventory Status feature by going to Setup > Enable Features > Items & Inventory. |
View |
||
|
Item Fulfillment |
View |
||
|
Item Receipt |
View |
||
|
Purchase Order |
View |
||
|
Return Authorization |
View |
||
|
Sales Order |
View |
||
|
Transfer Inventory |
View |
||
|
Transfer Order |
View |
||
|
Lists |
Address Lists in Search |
Full |
|
|
Bins |
View |
||
|
Classes To use this permission, you must enable the Classes feature by going to Setup > Enable Features > Company. |
View |
||
|
Custom Record Entries |
Full |
||
|
Documents and Files |
View |
||
|
Employee Records |
View |
||
|
Employees |
View |
||
|
Fiscal Calendars To use this permission, you must enable the Multiple Calendars feature by going to Setup > Enable Features > Accounting. |
View |
||
|
Items |
Edit |
||
|
Inventory Status To use this permission, you must enable the Inventory Status feature by going to Setup > Enable Features > Items & Inventory. |
View |
||
|
Locations |
View |
||
|
Perform Search |
Full |
||
|
Publish Search |
Edit |
||
|
Subsidiaries |
View |
||
|
Tasks |
Full |
||
|
Units |
View |
||
|
Vendors |
View |
||
|
Setup |
Bulk Manage Roles |
Full |
|
|
Custom Lists |
View |
||
|
Custom Record Types |
View |
||
|
Manage Accounting Periods |
View |
||
|
SuiteScript |
View |
||
|
SuiteScript Scheduling |
Full |
||
|
Custom Record |
Count Configuration |
Edit |
|
|
Item Count |
Edit |
||
|
Item Count Details |
Edit |
||
|
Setup Preferences |
Edit |
||
|
Smart Count Inventory Counter |
Transactions |
Find Transaction |
View |
|
Lists |
Address List in Search |
Full |
|
|
Bins |
View |
||
|
Custom Record Entries |
Full |
||
|
Documents and Files |
View |
||
|
Inventory Status |
View |
||
|
Items |
View |
||
|
Locations |
View |
||
|
Perform Search |
View |
||
|
Subsidiaries |
View |
||
|
Units |
View |
||
|
Setup |
Custom Record Types |
View |
|
|
Custom Record |
Count Configuration |
View |
|
|
Item Count |
Edit |
||
|
Item Count Details |
Edit |
||
|
Setup Preferences |
View |
After assigning the required permissions, provide access to the following:
-
Count Review and Dashboard pages
-
Deployment records
-
Mobile app (for employees with custom inventory counter roles)
For information, see Providing Access for Custom Smart Count Roles.