The Smart Count SuiteApp includes the following custom roles with the required permissions to use the SuiteApp.
-
Smart Count Inventory Manager
-
Smart Count Inventory Counter
The following table lists the required permissions to use the SuiteApp.
|
Role |
Subtab |
Permission |
Minimum Access Level |
|---|---|---|---|
|
Smart Count Inventory Manager |
Transactions |
Adjust Inventory |
View |
|
Bin Transfer |
View |
||
|
Cash Sale |
View |
||
|
Find Transaction |
View |
||
|
Fulfill Orders |
View |
||
|
Invoice |
View |
||
|
Item Fulfillment |
View |
||
|
Item Receipt |
View |
||
|
Purchase Order |
View |
||
|
Return Authorization |
View |
||
|
Sales Order |
View |
||
|
Transfer Inventory |
View |
||
|
Transfer Order |
View |
||
|
Lists |
Bins |
View |
|
|
Custom Record Entries |
View |
||
|
Documents and Files |
View |
||
|
Items |
Edit |
||
|
Locations |
View |
||
|
Perform Search |
Full |
||
|
Subsidiaries |
View |
||
|
Tasks |
Full |
||
|
Units |
View |
||
|
Setup |
Custom Lists |
View |
|
|
Custom Record Types |
View |
||
|
Manage Accounting Periods |
View |
||
|
SuiteScript |
View |
||
|
SuiteScript Scheduling |
Full |
||
|
Custom Record |
Count Configuration |
Edit |
|
|
Item Count |
Edit |
||
|
Item Count Details |
Edit |
||
|
Setup Preferences |
View |
||
|
Smart Count Inventory Counter |
Lists |
Bins |
View |
|
Custom Record Entries |
View |
||
|
Documents and Files |
View |
||
|
Items |
View |
||
|
Locations |
View |
||
|
Perform Search |
View |
||
|
Subsidiaries |
View |
||
|
Units |
View |
||
|
Setup |
Custom Record Types |
View |
|
|
Custom Record |
Count Configuration |
View |
|
|
Item Count |
Edit |
||
|
Item Count Details |
Edit |
||
|
Setup Preferences |
View |
The administrator can create new roles or customize existing roles for using the Smart Count SuiteApp. For more information, see Customizing and Creating Roles.
To enable your custom roles to use the Smart Count SuiteApp, you must grant the required permissions and provide access to the following:
-
Smart Count mobile app
-
Count Review and Dashboard pages
-
Deployment records
Providing Access to Smart Count Mobile App
The Smart Count Mobile App enables you to perform inventory count using the browser on your mobile device. To provide your custom roles with the access to the Smart Count Mobile app, you must complete the following steps:
To provide access:
-
In the global search box, type Cycle Count.
-
Click Mobile – Imported Process: Cycle Count from the search results.
-
ClickEdit.
-
From the Roles list, select the roles that you want to provide access to the mobile app.
-
ClickSave.
Providing Access to Count Review and Dashboard
To provide your custom roles with the access to the Count Review and Dashboard pages, you must complete the following steps:
To provide access:
-
Go to Customization > Scripting > Single Page Applications.
-
Click the link to the page that you want to provide access to.
-
Click the Configuration subtab.
-
In the Release Audience section, click the Set Up Audience button.
-
Check the boxes of the roles that you want to add.
-
Click Save.
Providing Access to Deployment Records
To provide your custom roles with the access to the following deployment records, you must complete the following steps.
-
SC RL Complete Paused Item Counts
-
SC RL Complete Popup
-
SC RL Duplicate Item List
-
SC RL Item Count Creation
-
SC RL Item Count Dropdown
-
SC RL Item Count Edit
-
SC RL Item Count From Ref
-
SC RL Item Info
-
SC RL Item List
-
SC RL Paused Counts List
-
SC RL User Locations
-
SC RL Validate Bin
-
SC RL Validate Item
-
SC SL Item Counts for Approval
-
SC SL To Be Counted Items
To provide access:
-
Go to Customization > Scripting > Script Deployments.
-
Locate the deployment record and click Edit.
-
Click the Audience subtab.
-
From Roles, select the custom role that you want to give access to the deployment record.
-
Click Save.