💵
Sales Application
  • 👋Welcome to CW Suite Sales
  • Overview
    • 💡What CW Sales does
    • ✨CW Sales Features
  • Product Guides
    • 📪Get Started
    • Products
      • Product
      • Product Category
        • From Product Category window
        • From Product window
      • Product Catalogue
      • Batch Sequence
      • HSN Code
      • Product Group
      • Attribute Group
      • Addon Group
      • Attribute
      • Product Price update
      • Brand
    • Customers
      • Customer
      • Customer Category
    • Orders
      • Request for Quote
        • Creating Request for Quote
        • Creating Sales Quotation from Request for Quote
        • Printing Request for Quotation
      • Sales Quotation
        • Creating Sales Quotation
        • Creating Sales Order from Sales Quotation
        • Creating Proforma Invoice from Sales Quotation
        • Printing Sales Quotation
      • Proforma Invoice
        • Creating Proforma Invoice
        • Creating Sales Invoice from Proforma Invoice
        • Printing Proforma Invoice
      • Sales Order
        • Creating Sales Order
        • Reactivate Sales Order
        • Creating Purchase Requisition from Sales Order
        • Creating Goods Shipment from Sales Order
        • Creating Sales Invoice from Sales Order
        • Creating Payment Receipt from Sales Order
        • Printing Sales Order
      • Goods Shipment
        • Creating Goods Shipment
        • Void Goods Shipment
        • Creating Sales Invoice from Goods Shipment
        • Printing Goods Shipment
      • Sales Invoice
        • Creating Sales Invoice
        • Reactivate Sales Invoice
        • Printing Sales Invoice
    • Returns
      • Sales Return.
        • Creating Sales Return
        • Reactivate Sales Return
        • Creating Return Receipt from Sales Return
        • Printing Sales Return
      • Return Receipt
        • Creating Return Receipt
        • Printing Return Receipt
      • Credit Note
        • Creating Credit Note
        • Reactivate Credit Note
        • Printing Credit Note
    • Dashboards
      • Sales Analysis
    • Reports
      • Sales by Product Report
      • Sales by Product Category
      • Sales by Customer
      • Sales By Payment Mode Report
      • Sales Returns Report
      • Sales Summary Report
      • Sales Tax Report
      • Product Sales Summary Report
  • Fundamentals
    • 🛠️Getting set up
      • Sales Price List
      • Sales Pricelist Version
      • Tax Category
      • Tax
      • Sales Representative
      • Business Unit
      • Storage Location
      • User
  • Use Cases
    • 🎨For Designers
    • 🖥️For Developers
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  2. Getting set up

User

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Last updated 2 years ago

When creating a new user in CW Suite Sales, you'll need to provide the following information: Business Unit selection, User's first name, User's last name, User's username, Role assignment, Enabling admin status (if applicable), Business Unit access, and Role access.

Business Unit : Select the specific Business Unit to which the user will be associated. This ensures that the user has access to the relevant data and functionalities within that particular unit.

First Name and Last Name: Enter the user's first name and last name to identify them within the system.

User name: Assign a unique username for the user, which will be used for authentication and login purposes.

Role: Determine the role or position that the user will have within the system. This could be a Sales Representative, Manager, Administrator, or any other role that aligns with the user's responsibilities.

Admin : If the user is to have administrative privileges, enable the admin status for their account. Admins typically have additional permissions and access rights within the system.

Business Unit Access: Specify the level of access the user should have within the assigned Business Unit. This includes permissions to view, modify, or manage specific data related to that unit.

Role Access: Define the access rights and permissions associated with the assigned role. This determines which features, modules, or functionalities the user can access and use within the CW Suite Sales system.

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