Select this check box to allow this salesperson to process refund transactions. A refund is a transaction in which any return is greater than the purchase, which results in a net refund to the customer.

Select this check box to allow this salesperson to sell special order items. A special order is anything that you type into the Item field of a sales entry window that isn’t set up as an inventory or non-inventory item.

Select this check box to allow this salesperson to edit the items and quantities in a kit during a sale. Editing a kit during a sale will not permanently change the contents of the kit; you would need to do that in Inventory.

Select this check box to allow this salesperson to void saved sales transactions.

Select this check box to allow this salesperson to override the Terms Codes of customers established in Accounts Receivable.

Select this check box to allow this salesperson to override the credit limit of a customer when they enter a transaction.

This check box is only available if you have credit card authorization software selected in Module Preferences. Select this option to enable the Pre-Auth [F10] button in the Sales Transactions Closeout window for this salesperson.

Select this check box to allow this salesperson to override the price of a stock item when they enter a transaction. If you leave this check box unchecked, this salesperson cannot change the price of an item. This only applies if you set up the sales entry layout to allow input into the Price field of the detail section of the Sales Order Entry and/or Sales POS Register window.

Select this check box to allow this salesperson to use the Discount Line Item, Discount Since Last, and Discount Invoice Total options in the Entry window. If a salesperson tries to discount items and this check box is not selected, they will need a manager override.

Select this check box to allow this salesperson to continue to process a sales transaction even though the customer has a flagged check in the system.

Select this check box to allow this salesperson to continue to process an AR Charge transaction even though the customer is past due on their account. A message will appear that indicates the customer is past due and the salesperson can choose to override or not.

Select this check box to allow this salesperson to save a sales transaction without printing. We recommend you use this feature with caution. If you allow a clerk to save a transaction without printing it, there is no guarantee each transaction will save without changes being made to the original transaction.

Select this check box to allow this salesperson to retrieve saved invoices/receipts and edit them.

Select this check box if you want to allow this salesperson to create purchase orders from the sales entry window.

This option is only available if you use Denali Business. Select this check box if you want to allow this salesperson to create Job Cost invoices in Order Entry.

Specify the maximum check amount that this salesperson can accept. This can limit your liability in the event that the check is returned unpaid.

Specify the maximum credit/debit card amount that this salesperson can accept.

Specify the maximum AR Charge amount that this salesperson can authorize. This can limit your liability in the event that the customer defaults on their payment.

Select the option in this section that corresponds to the level of access you want this salesperson to have to customer information.

Select the option in this section that corresponds to the level of access you want this salesperson to have to inventory information.

Select this check box to allow this salesperson to process Paid Out transactions. Paid Out transactions are used when you need to take money from the drawer or till for miscellaneous expenses.

Select this check box if this salesperson is permitted to balance the register. This option should be reserved for highly-trusted salespeople because it provides access to both the cash drawer and to records of what was counted and what the register totals should be.

This box will only be available if the Balance Register check box is checked. If you select this check box, this salesperson will have the ability to perform a quick count of the currency when they balance the register. This means they will have the ability to enter a total amount for the register instead of itemizing each denomination tendered.

Specify the maximum amount over a transaction total for which this salesperson can tender a check.

This is the date of the most recent sale by the selected salesperson.

This is the net amount of the most recent sale by the selected salesperson.