Visibility and Security

Visibility and Security

The Visibility & Security utility enables you to control access to different areas of the Retailer software. You may have three levels of security passwords in Retailer as discussed HERE. There are hundreds of options in Retailer to control who has access to what in the system. This access is based on security levels.

Setting Security Levels in Retailer 

  1. From the Main Screen, click on Utilities → Visibility & Security.
  2. You will be asked for your Level D password. Enter it here.
  3. You will be shown a grid showing all of the areas and functions of Retailer that can have a security level.
    Note: There are a few items that can’t be changed from Level D.
  4. Find an area that you wish to password protect in the grid. In the right-most column, change the Security Level to the level you desire and click Save.
  5. To change a group of areas to the same level:
    1. Click the Selected tickbox for each item,
    2. In the bottom left corner, select a new security level and press [ENTER] or [TAB] on the keyboard.
    3. Click Save.
Idea
An easy way to find the area you want to change, (if it already has a password on it) is to go to that area and you will be prompted to enter the password. At the top of that screen, it will show a number in brackets, and the name of the area, eg. (15) - Setup POS. The 15 is the area number which you will see in the Visibility & Security screen, and Setup POS is the area description.

Common Security Area Numbers

Point of Sale

12 - Open Point of Sale
240 - Open Previous Sales
160 - Delete A Sale
176 - Discount Sale
285 - Set Temporary Retail Price
241 - Perform No Sale
332 - Edit Previous Sales (change the staff initial or payment type used for the sale)
30 - End of Shift

Stock Screen

18 - Open Stock Screen
219 - Update Cost Price
156 - Update Sell Price
416 - Update Web Price
287 - Update Trade Price
147 - Modify Quantity on Hand
422 - Set Static Quantity
393 - Web Store Item

Customers

0 - Open Customer Screen
182 - Add a Customer
346 - Delete a Customer
347 - Change Customer Account Type
399 - Customer Credit Limit
333 - Allow Sale beyond Credit Limit

Quote and Invoice Management

402 - Open Quote and Invoice Management
394 - Quote and Invoice Management Setup
413 - Cancel Quote/Proforma
411 - Delete Quote/Invoice