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Settings & Permissions Reference

Written by Aaron

Found under Settings → Purchase Orders (admin only) unless noted.

Setting

What it controls

Require Approval

Turns on the submit → approve → order flow. Off by default; PO wizard goes straight from draft to ordered.

Approval Threshold

The order value above which approval is required (per approver, configurable).

Track Landed Cost

Enables the landed-cost panel on the receiving screen.

Cart Margin Display

Off / Margin % / Markup % controls whether and how the wizard shows a profitability column.

Default Cover Days

The default value pre-filled in Replenishment’s “Days of Cover” strategy.

Business Type Preset

Retail (default) or Restaurant swaps a handful of labels (e.g. “Reorder Level” → “Par Level”, “Replenishment” → “Par Ordering”) without changing behavior.


Request Permission

Permissions (set per employee, per location, under Employees → Permissions):

Module

Action

Governs

purchase_orders

search

View POs at a location

purchase_orders

add_update

Create/edit POs

purchase_orders

approve

Approve/reject submitted POs

purchase_orders

receive

Receive shipments against a PO

purchase_orders

receive_over

Receive more than was ordered

purchase_orders

edit_costs

Edit unit costs and landed costs while receiving

purchase_orders

see_cost_price

See any cost figures at all without it, cost columns, margin, price-trend badges, and the landed-cost panel are all hidden

purchase_orders

manage_price_lists

Add/edit supplier price-list entries

purchase_orders

cancel / close

Cancel or close an order

stock_transfers

add_update / send/receive/cancel

Mirror the transfer lifecycle above

A permission can be granted at some locations and not others. An employee only sees and acts on the locations where they hold it.

Note: These are three genuinely separate concepts that are easy to conflate: which locations you’re assigned to, which locations you can search/act on for a given module, and which locations you can see costs at. An employee can be assigned to a store but still have costs hidden there, for example.

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