At ProductManager, we understand that each member of your team has different access needs. With this in mind, we’ve created specific permissions to ensure that your salespeople have the essential tools to close sales and track daily operations, without being overloaded with unnecessary information.
Simplified Access for Salespeople in ProductManager
To optimize workflow and focus on productivity, users with the salesperson role in ProductManager have direct and intuitive access to the most important pages for their daily operations:
- Create Sales Orders: This is the central page where salespeople can quickly register new sales, add products, calculate discounts, and generate invoices for customers. It’s the heart of the sales operation, designed for agility.
- Sales History: Here, your salespeople can view all completed sales, apply filters by date, buyer, or amount, and review details of past transactions. Essential for follow-up and resolving customer queries.
- Inventory: Access to the inventory page allows salespeople to check product availability in real-time. They can view quantities, brands, and categories, ensuring they never sell something that’s out of stock and avoiding customer frustration.
These permissions are carefully defined so that your salespeople can operate independently and efficiently, directly contributing to the success of your business, while broader administrative functions remain with admin users.
Need more information on how to manage your team’s access permissions or have other questions about ProductManager? Contact us!
