SCIS Clerk

Employees entering transactions in SCIS, must use the SCIS Clerk role, or a role configured using the SCIS Clerk role as a template. Removing any permissions that are already configured on an SCIS role can prevent employees from performing basic tasks.

Role-Based Permissions for SCIS Clerk

The following table includes a list of permissions required on the SCIS Clerk role. If you use a custom role, go to Setup > Manage Roles, and verify the role you use for SCIS includes all of the following permissions.

Permission Type

Permission

Level

Transactions

 

Access Payment Audit Log

View

 

Cash Sale

Edit

 

Credit Memo

Edit

 

Customer Deposit

Edit

 

Customer Payment

Edit

 

Customer Refund

Edit

 

Find Transaction

View

 

Fulfill Orders

Edit

 

Fulfillment Request

Full

 

Invoice

Edit

 

Invoice Approval

Edit

 

Item Fulfillment

Edit

 

Sales Order

Edit

 

Sales Order Approval

Edit

 

Estimate

Edit

 

SCIS Closing Drawer

Note:

Required for Advanced Cash Drawer Management.

Create

 

SCIS Opening Drawer

Note:

Required for Advanced Cash Drawer Management.

Create

 

Store Pickup Fulfillment

Full

 

View Payment Results Previews

View

Lists

 

Accounts

Full

 

Currency

Note:

This is required for using Multiple Currencies.

View

 

Custom Record Entries

View

 

Customers

Edit

 

Documents and Files

Create

 

Employee Record

Full

 

Employees

View

 

Items

View

 

Locations

Edit

 

Notes Tab

Full

 

Perform Search

View

 

Phone Calls

View

 

Promotion

View

 

Shipping Items

View

 

Subsidiaries

View

Setup

 

Accounting Lists

View

 

Custom Lists

View

 

Fulfillment Exception Reason

Edit

 

Set Up Company

View

 

SuiteScript

View

Custom Record

 

SCIS Audit Log

Create

 

SCIS Cash Drawer

Full

 

SCIS Fallback Settings

View

 

SCIS Fallback Transactions

View

 

SCIS Location Distance

View

 

SCIS Mobile Device

Create

 

SCIS Shift

Full

 

SCIS User Setting

Edit

Related Topics

SCIS Roles and Permissions
SCIS Support
SCIS Store Manager
Creating Custom Roles for SCIS

General Notices