Workflow

Navigation, dashboard and staff permissions

This section maps every live administrator work area and the exact capability gates registered by the module.

31 connected guidesLive filterPermission-aware instructions
31 guides
Guide

Understand the Enterprise POS menu

Understand the Enterprise POS menuMap all 13 live administrator work areas and their permission gates.

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Use the Enterprise POS dashboard

Use the Enterprise POS dashboardReview sales, orders, low-stock indicators and recent activity for the current tenant.

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Understand dashboard totals and time windows

Understand dashboard totals and time windowsInterpret today, current-month, order and stock indicators using the module’s tenant and location rules.

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Understand the client Shop menu

Understand the client Shop menuKnow why signed-in clients see or do not see the Shop navigation item.

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Assign the Enterprise POS View permission

Assign the Enterprise POS View permissionGrant or withhold the capability needed to open the parent menu and dashboard.

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Assign the Enterprise POS Sell permission

Assign the Enterprise POS Sell permissionGrant or withhold the capability needed to use Register and Shifts.

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Assign the Enterprise POS Manage catalogue permission

Assign the Enterprise POS Manage catalogue permissionGrant or withhold the capability needed to manage products, categories and promotions.

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Assign the Enterprise POS Manage inventory permission

Assign the Enterprise POS Manage inventory permissionGrant or withhold the capability needed to view and post stock adjustments.

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Assign the Enterprise POS Manage purchases permission

Assign the Enterprise POS Manage purchases permissionGrant or withhold the capability needed to create suppliers and receive purchases.

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Assign the Enterprise POS Manage orders permission

Assign the Enterprise POS Manage orders permissionGrant or withhold the capability needed to search, open and fulfil orders.

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Assign the Enterprise POS Refund permission

Assign the Enterprise POS Refund permissionGrant or withhold the capability needed to create full compensating returns.

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Assign the Enterprise POS View reports permission

Assign the Enterprise POS View reports permissionGrant or withhold the capability needed to run the supplied sales reports.

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Assign the Enterprise POS Manage settings permission

Assign the Enterprise POS Manage settings permissionGrant or withhold the capability needed to manage locations, registers, store settings, API keys and webhooks.

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Assign the Enterprise POS View audit permission

Assign the Enterprise POS View audit permissionGrant or withhold the capability needed to review the audit event register.

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Open the Dashboard work area

Open the Dashboard work areaUse the Dashboard page with the correct Enterprise POS permission.

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Open the Register work area

Open the Register work areaUse the Register page with the correct Enterprise POS permission.

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Open the Orders work area

Open the Orders work areaUse the Orders page with the correct Enterprise POS permission.

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Open the Products work area

Open the Products work areaUse the Products page with the correct Enterprise POS permission.

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Open the Categories work area

Open the Categories work areaUse the Categories page with the correct Enterprise POS permission.

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Open the Promotions work area

Open the Promotions work areaUse the Promotions page with the correct Enterprise POS permission.

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Open the Inventory work area

Open the Inventory work areaUse the Inventory page with the correct Enterprise POS permission.

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Open the Purchases work area

Open the Purchases work areaUse the Purchases page with the correct Enterprise POS permission.

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Open the Locations work area

Open the Locations work areaUse the Locations page with the correct Enterprise POS permission.

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Open the Shifts work area

Open the Shifts work areaUse the Shifts page with the correct Enterprise POS permission.

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Open the Reports work area

Open the Reports work areaUse the Reports page with the correct Enterprise POS permission.

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Open the Audit work area

Open the Audit work areaUse the Audit page with the correct Enterprise POS permission.

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Open the Settings work area

Open the Settings work areaUse the Settings page with the correct Enterprise POS permission.

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Troubleshoot a missing Enterprise POS menu

Troubleshoot a missing Enterprise POS menuCheck module activation, View capability and administrator status without editing unrelated navigation code.

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Troubleshoot a missing Enterprise POS submenu item

Troubleshoot a missing Enterprise POS submenu itemCheck the exact capability required by the hidden work area.

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Troubleshoot an access denied response

Troubleshoot an access denied responseCompare the route with its controller permission gate and the current staff role.

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Review least-privilege role examples

Review least-privilege role examplesSeparate cashier, inventory, purchasing, manager, integration and auditor responsibilities.

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