Business Partners

Sales Channel FAQs

1. What are the access and permissions given to various business partners?

Sr. No.	Permissions / Business Partner	Branch	Printer	Sales Agent	Workflow Admin
	Orders Section
1	View Customer Information in Order	Yes	Yes	Yes	Yes
2	Check Payment Details of Order	Yes	No	Yes	Yes
3	Check Shipping Details of Order	Yes	Yes	Yes	Yes
4	Check Order Date	Yes	Yes	Yes	Yes
5	Check Current Order Status	Yes	Yes	Yes	Yes
6	View Order History	Yes	Yes	Yes	Yes
7	View/Update Order	Yes	No	Yes	Yes
8	Check Order Design	Yes	Yes	Yes	Yes
9	Modify Order Design	Yes	No	No	Yes
10	Update Order Product	Yes	Yes	No	Yes
11	Bulk Order Update	Yes	Yes	No	No
12	Create Order Shipment	Yes	Yes	No	No
13	Add Order Notes	Yes	Yes	No	No
14	Initaite Refund for Customers	Yes	No	No	No
20	Download Order Invoice	Yes	No	No	Yes
21	Download Print-ready File	Yes	Yes	No	Yes
22	Download Job Ticket	Yes	Yes	No	Yes
23	Assign Job To Printer	Yes	No	No	Yes
24	Impose Order	No	Yes	No	Yes
25	Reorder for Customer	Yes	No	No	No
26	Raise Payment Request	Yes	No	No	No
27	Add New Order (Offline)	Yes	No	No	No
28	View Unpaid Orders	Yes	No	No	No
29	View Archive Orders	Yes	Yes	Yes	No
	Quote Section
30	View Quote Details	Yes	No	No	No
31	View Quote Products	Yes	Yes	No	No
32	Edit/Duplicate Quote and Product	Yes	No	No	No
33	Update Price in Quote	Yes	Yes	No	No
34	Enter message for customer	Yes	No	No	No
35	Cancel Quote	Yes	No	No	No
36	Quote Print History	Yes	Yes	No	No
37	Check and Convert quote order	Yes	No	No	No
	Customers Section
38	View Customer Details	Yes	No	Yes	No
39	Check user type	Yes	No	Yes	No
40	Edit Customer Details	Yes	No	Yes	No
41	Change Customer Settings	Yes	No	Yes	No
42	Manage Customer Addresses (Add and Delete)	Yes	No	Yes	No
47	Import Customers	Yes	No	Yes	No
48	Import Addresses	Yes	No	Yes	No
49	Add/Delete/Update Extra Fields	No	No	No	No
50	Add New Order for Customer	Yes	No	No	No
51	View Customers' Order	Yes	No	Yes	No
52	View Customers' Quote	Yes	No	No	No
53	Edit/Update/Delete Pay On Account Details	No	No	No	No
	Reports Section
54	View Order Summary Report	Yes	Yes	No	No
55	View Commission Report	No	Yes	Yes	No