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Webatar security

To allow Webatar business application to work, the user has to be activated on the main system

This setting is controlled in Huge ERP security in the user setup menu.

System Configuration Module > General > User Setup > Edit User > Module Access tab

 Put the tick on for Mobile access - this will check if you have enough licenses

Mobile role - set the role for the user

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Mobile Menus

Setup what access the user will have to various menu items

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Role Name Enter a role name
Group Menus This is discontinued, user can group or ungroup on the app
Asset Tracker Group
Asset

Allows you to search for Assets and view information on the asset

Asset Actions

Create an action on multiple assets

Asset Scan Print

Create an action on an asset by scanning the barcode.

The system will automatically print the label of information of that asset

Used in a manufacturing process

Asset Audit

Action a standard audit or blind audit on location

Client Group
Client Info
Client Visit

Client visit allows you to capture the following for a client/ customer you are visiting:

    New Client

    Add a new customer on the mobile app


    Additional security

    Setup additional security per menu item

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    Client Info This will allow you to search for client information
    Client Visit Client visit allows you to capture the following for a client/ customer you are visiting:
    Quote

    Create new quotes for customer using the Webatar App

    Purchase Order Create a new Purchase order for a customer or job using the Webatar App
    Statistics

    This will allow you to search for information on sales

    Stock Request This will allow you to do a stock request from your warehouse.
    Asset Tracker
    Asset Track streamlines manufacturing by allowing users to search, action, audit, and scan assets, with automatic label printing to keep asset information accurate and up to date.
    Asset Actions Create an action on multiple assets
    Asset Scan Print

    Create an action on an asset by scanning the barcode.

    The system will automatically print the label of information of that asset

    Used in a manufacturing process

    Asset Audit Action a standard audit or blind audit on location
    Quick Sales

    Webatar Quick Sales app is used as a basic POS system.


     Setup the warehouse access and the preferred users

     

    Warehouse access

    Set the warehouse access for the user

    View only selected warehouse tick box if you only want to view selected warehouses.

    Unticked allows user to see all warehouses

     

     

    Preferred users

     Set the default user

    This is used to send notifications to the user that a quote is ordered