The actions and activities assigned to or required or expected of a person or group is called a Role. In RetailGraph you will find some predefined roles that we have in a business like Inventory Manager, Sales Manager, Store Head etc. In RetailGraph you can create department wise Roles and can assign department wise rights to every role as per its area of operations.
How to create New Role?
To create a new role simply click on New tab as shown in the figure and enter all the required information.
How to assign rights to a Role?
In RetailGraph you can even assign particular rights (add/edit/browse/delete/print etc.) for a particular transaction in Role. To assign rights in a Role for a particular transaction please modify the Role and select the transaction type & click on “Display Default Rights” button. Associated rights for that transaction type will appear
in list that you can change as per your requirement by ticking or removing the tick from the check box.
User simply is the person who is going to use the software. You can create different users for logging in the software. RetailGraph offers you the facility to restrict every user only to its assigned area of operations. You can assign department wise role & user wise access rights for Inventory, Purchase, Sales, Accounts, Payroll, Store head & other departments.
How to create a User?
To create a new user simply click on New tab as shown in the figure and enter all the required information.
In the last session we learned accounting and MIS part of RetailGraph. Now in this session we will know about the different options that are required for troubles shooting
In RetailGraph posting of invoices &other entries is controlled through Transaction Series Master. If due to some reason the posting of any invoice or any other entry is changed or removed from accounts, you can repost the entries using reposting options available in Options->System maintenance-
>Reposting menu. You can also find options to re-calculate account balances of customers, vendors & other accounts in this menu.