Users
Users can be created and assigned specific roles to customise the functionality available for them to use.
Creating Users
Follow these steps to add a new user:
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Select either Head Office or Outlet
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Click Add User
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Enter the username, password, first and last names, user role and email address for the new user
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Click OK
Different organisation types in Acquire have different user roles available to them that configure the functionality available for individual users
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Head Office users can be: Manager | Regular | Outlet Manager
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Outlet users can be: Manager | Regular | Chef
Outlet users can only create other outlet users
Assigning Outlets to a Head Office Outlet Manager
Head Office Outlet Managers can act as an outlet manager role for any outlets assigned to them.
Follow these steps to assign outlets to a Head Office Outlet Manager:
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Create a new Head Office Outlet Manager user, or select an existing one
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On the Create/Edit User modal, click the Assign Outlets tab
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Select the outlets to assign to the user
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Click Update
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Use the filters and search fields to find specific outlets. To view a list of all currently assigned outlets, click the View Outlets tab
- To manage an assigned outlet and act as an outlet manager, select the outlet from the list of assigned outlets and click "Select Outlet".
User Role Permissions
Users are created with defined roles and each one will only see the features that it needs. The table below lists every feature in Acquire and shows which roles can use it. A tick means that the role has access, a blank cell means that it does not.
Organisations
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| Manage Organisation |
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| Manage Outlet |
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| Manage Outlet Groups |
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| Manage Outlet Group Suppliers |
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| Manage Departments |
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| Manage Supplier References |
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| Manage Supplier Outlet References |
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Delivery Schedules
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| Manage Schedule |
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| Upload Schedule |
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Orders
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| Create Order |
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| View Order |
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| Dispatch Order |
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| Accept Order |
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| Invoice Order |
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| Request Credit |
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| Create Credit Note |
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| Reconcile Order |
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| Manage Visible Order States |
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| Manage Minimum Orders |
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| Upload Attachments |
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Order Templates
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| Manage Master Template |
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| Manage Regular Template |
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| Manage Category Template |
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| Manage Allocation |
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| Clone Template |
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| Create Forced Drop |
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Catalogues
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| Manage Catalogues |
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| Download Catalogues |
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| Assign Products |
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| Import Product Availability |
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Reports
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| View Commodity Report |
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| View Finance Report |
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| View Discrepancy Report |
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| View Reconciliation Report |
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Users & Settings
| Functionality | Head Office (Manager) | Head Office (Regular) | Head Office (Outlet Manager) | Outlet (Manager) | Outlet (Regular) | Outlet (Chef) | Supplier (Manager) | Supplier (Regular) |
| Manage Users |
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| Activate / Deactivate Users |
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| Transfer Users |
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| Manage Company Settings |
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| Manage Company Notifications |
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