Vendor: can add/edit vendors. Note: The account mapping for the vendor will still need to be done by the accountant unless the user has custom permissions set.
Adding a private vendor and catalog ( without accounting)
Time Clock: Can add/edit employee time clock entries
How do I setup the Time Clock?
Open/Close Cashier The user cannot setup a new cashier station, only open or close an existing station
How do I open a Cashier Station?
How do I close a Cashier Station?
How do I assign an employee to a cashier station?
Custom Report Model: The user has access to the following customizable reports
Service Sales Model
Service Technician Model
Lead List Model
Customer List Model
Leads: User can access the leads tile
Tax Info: user can set a customer to tax exempt or tax percentage override
AR: Can toggle the AR customer toggle to the on position. Note: It is recommended to advise the accountant that a customer has been set up for AR so the the correct mapping can be done if possible before payment is taken.
AR Payment: User can choose the AR Method Of Payment from the drop down.
Discounts: User can set Service related discounts from the drop downs provided
Adding a Parts or Service discount to an invoice
Garage: View, add, or edit the list of units found under the customer profile
History: All purchase history for the customer
Merge Customer : The ability to take multiple customer profiles and merge them into a single entry
Working Sales: view current or add new leads from the customers profile
Closed Sales: View closed leads
Garage: View all current units owned by the customer
Scheduled Actions: Add or view any appointments
How do I schedule Follow Up Actions?
Lead Setting: See link below for further details
Transfer Open Lead: User can assign the lead to another user
Un - Complete Invoice
Model List/Information Model Type: This allows the user to look up model information for repair orders ans well as charge to MU invoices
Settings: User has access to all areas of local and dealership settings except for:
DX1 fiche for DMS Setting
Taxes and Fees
Network Access Setting
Install DX1 Microfiche Interface
Install DX1 Quick books Integration
Marketing: The access below refers to the Marketing tiles
Setting up Facebook Marketplace
Newsletters: access to this tile allows for creation and edits to the following areas:
See below for related help articles for each topic
Subscribers and Subscriber Groups: an overview
How do I pull reports for previously sent campaigns?
Note: For the above two permissions the parts invoices are attached to the RO from the service side as a parts request
Standard Job Template: User can create or edit templates
Creating service invoice templates
Technician Rate: User can set the default tech rate
Setting and Editing Technician Rates
Service Rate: User can set the default service rates for RO's
User has access to all reports except for:
Light speed Service History