healp me how to create onley pos user

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talluri chandu

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Dec 25, 2013, 11:10:58 PM12/25/13
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please healp me how to create onley pos user
(after login to erpnext it hast go to pos sales page only)

How to Print in POS Printer (there is no print option in pos page) and print view

paper size 58mm

attached images

please healp me
erpnext-pos.png
erpnext-pos-print.png

Umair Sayyed

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Jan 1, 2014, 1:57:05 AM1/1/14
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Hello,

You should restrict users permission only to Sales Invoice for POS invoicing. Check following link to learn assigning roles to users and customizing permissions in ERPNext.

http://erpnext.org/adding-users
http://erpnext.org/setting-up-permissions

Your should create POS Setting for user who will be making POS invoices.

http://erpnext.org/point-of-sale-pos-invoice

Hope this helps.


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Thanks and Regards,
Umair Sayyed
www.erpnext.com

François de Ryckel

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Sep 13, 2014, 8:21:14 AM9/13/14
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Hi Umair, 
I have create a user and set him as sales user and sales manager. I have created a POS 
I also given the permission for that POS.
Now when that user want to use the pos to create sales invoice, it is said that he hasn't the permission.  

I imagine that it is because of sales invoice.

Basically I would like to have a user that is just using POS (selling items from a POS).  

Any ideas what I'm missing?

Thanks

François


Le mercredi 1 janvier 2014 08:57:05 UTC+2, Umair Sayyed a écrit :
Hello,

You should restrict users permission only to Sales Invoice for POS invoicing. Check following link to learn assigning roles to users and customizing permissions in ERPNext.

http://erpnext.org/adding-users
http://erpnext.org/setting-up-permissions

Your should create POS Setting for user who will be making POS invoices.

http://erpnext.org/point-of-sale-pos-invoice

Hope this helps.
On Thu, Dec 26, 2013 at 9:40 AM, talluri chandu <talluri...@gmail.com> wrote:
please healp me how to create onley pos user
(after login to erpnext it hast go to pos sales page only)

How to Print in POS Printer (there is no print option in pos page) and print view

paper size 58mm

attached images

please healp me

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Anand Doshi

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Sep 13, 2014, 8:41:53 AM9/13/14
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François.

Sales Invoice needs Accounts User permission. However, in your case, you can create a new role "POS User" and assign read, write, create, submit permissions for Sales Invoice. Then give this role to your user.

Thanks,
Anand.

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François de Ryckel

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Sep 17, 2014, 4:54:45 PM9/17/14
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Hi Anand,
Thanks for the advise.  I did create a new role "POS user" and gave it various rights such as account, contacts, customers, warehouse, mode of payment, etc.  (basically all the fields required to make a Sale Invoice.

I've created a user that only have that role.

Now the POS "icon" / app is not appearing for that user when logged in?  What am I missing to ensure that the POS app is there for that user.

Thanks

François
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Thanks and Regards,
Umair Sayyed
www.erpnext.com

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Rushabh Mehta

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Sep 18, 2014, 1:10:50 AM9/18/14
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Francois,

On 18-Sep-2014, at 2:24 am, François de Ryckel <f.der...@gmail.com> wrote:

Hi Anand,
Thanks for the advise.  I did create a new role "POS user" and gave it various rights such as account, contacts, customers, warehouse, mode of payment, etc.  (basically all the fields required to make a Sale Invoice.

I've created a user that only have that role.

Now the POS "icon" / app is not appearing for that user when logged in?  What am I missing to ensure that the POS app is there for that user.

Currently the roles activated are Sales User, Accounts User, Purchase User.

You can edit these from:

/desk#Form/Page/pos

Sorry this is not well documented

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François de Ryckel

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Sep 18, 2014, 2:08:00 AM9/18/14
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Good morning Rushabh,
I've been to the said page and I see the 3 roles, but I'm not able to edit / add anything on that page although I'm logged in as the sys admin.  Shouldn't I be able to add a row with "POS user" as a role?  I'm on frappecloud.com.

Thanks again for your help.

Best,

François
Francois,

Anand Doshi

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Sep 18, 2014, 2:20:56 AM9/18/14
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François

You will have to give read and write to "System Manager" for "Page" via Role Permissions Manager, before you can edit the page permissions. Sorry. This will be made default.

-Anand.

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François de Ryckel

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Sep 18, 2014, 3:25:43 AM9/18/14
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Hi Anand,
OK.  Now it works.  Thanks a lot.  What you have developed guys is a real gem!!  I really enjoy this mix of simplicity and ability to still customise users, roles, etc.  It has been a great learning experience so far to trial our Cie with erpnext.
Have a great day.
François
Francois,


Thanks

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Anand Doshi

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Sep 18, 2014, 4:30:22 AM9/18/14
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Thanks François :)

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