I have created the POS Profile, it can be view at POS, but when Create Sales Invoice , and Include Payment, the POS Profile cannot be view. Anyone can advise if I miss out any Permission setting ?
Could you send screenshot or videos? So we can understand exact problem.
Hi @alan
You need to give the POS User permission to view Sales Invoice separately. It’s actually something that needs to be fixed. A POS User should be able to view a record of his/her sales by default
It gets more complex when you have multiple cashiers/supervisors/managers because you then have to really understand the permission system properly to get the desired output
Kind regards,
Sorry, I couldn’t really get your meaning. Do you mind to elaborate more ?
And one more thing I realize is The Problem Only Happened during CREATE NEW SALES INVOICE.
If I converted the existing Sales Order to Sales Invoice, the POS Profile can be view.
Hi @alan
You need to configure the permissions properly using the ‘Role Permission Manager’ functionality
Kind regards,
I almost enable everything for the user, but still not able to view the POS Profile at Create Sales Invoice. Not sure what happened miss out.
Hi @alan
Have you figured this out yet? If not, could you please answer the following?
- Are you trying to view the Sales Invoice document only?
- Are you opening the Sales Invoice from the search bar or from the Accounts module?
- What is the exact error message you see when you try to view the Sales Invoice (Screenshot Pls)?
Cheers
Hi,
The problem is solved, miss out some settings at permission.