Method Community

What would be the best option to have a dealer log in and fill out a sales order.

We have dealers who sell our products. We would like for them to be able to fill out a sales order and estimates, nothing more. I know I can create a log in account for them. However there are things like our raw materials list that we don't want our dealers to have access to. I would like for them to be able to fill out the sales order while only havigng access to specific things in our items list.

Any ideas?

Hey JWS,

Ok thanks, I got the roles part of it done and it is working.

The salesorderline part isn't quite what I was looking for.

I guess what I would like to do is somehow put in a filter for certain item names.

For example: I don't want my "dealers" to be able to access any item starting with Raw Materials. I only want them to be able to see "Shed Styles" and "Swing Sets" and there sub items, and nothing more.

I did put a filter on "raw materials". How ever the user can still select the raw materials. It doesn't save anything containing Raw Materials but they can still see it and select it. The grid doesn't filter it until they hit save. I would like the filter to run when they click the drop down button.

i JWS,

So, if I'm understanding correctly, when your dealers go to add a line-item, at present they see all of your raw materials -- you want it so that when they click the "Item" drop down, all they can see is the Shed Styles and Swing Sets?

Okay, so if my understanding is correct, this is how you want to approach it: go to screen customization and edit the grid. In Step 2 in the "Existing Column" table, you should see the "Item" field name -> click on "Advanced" beside it (on the right-hand side). In advanced properties, near the bottom of the text, you should see a little text that says "Filters +" -- click on that and it will expand a new drop-down. Now you can add a filter to the dropdown itself -- so for example, if you select the field "Color" and add a filter "Red" to it, the dropdown will only show items that have the color red. So you can use this to filter and show only the items that have "Shed Styles" or "Swing Sets". Does that make sense?

Let me know if there's any confusion, or if I misunderstood you. I hope that helps!

Naeem

Thanks, things are working good so far.

May be you can help me with one other thing.

On the sales order screen. There is the "sales order list".

I want cetain users to be able to filter that list differnely than others.

For example: I want my dealers to view only there own sales orders on that list.

Yet I want my employees to view all of that list.

Can you help?

Hey JWS,

There's a couple different ways you can do that. The easiest way, since you already have roles defined, is to set up two different filters in your grid, and then restrict the roles that can view the filter (edit filter > step 2). So, let's say you have two filters "All sales orders" and "My sales orders". For your situation, you can go into step 2 of "All sales orders" filter and uncheck the box "Dealers" from the roles. That way, dealers will only have access to the  "My sales orders" filter, whereas employees will have access to all of it.

Does that make sense? Let me know if you have trouble, or if it doesn't solve it.

Naeem

Just a note -- this method of filter roles hasn't been fully tested, so it's possible that it doesn't 100% work. Be sure to test it well to make sure it's operating. If it doesn't work, do let me know and we'll come up with a different solution.

Cheers,

Naeem

I am having trouble picturing this.

I can't get it to work.

I tried making it so the dealer can't see the list at all (by unchecking the box in step 8). Yet when I log in the via the portal (which is where a dealer will log in) the list remains there.

Hi JWS,

Naeem