Sales users have the ability to view and modify inventory in their custody, access cases to which they are assigned, and the records in their Directory only (unless shared inventory is turned on).
Distributor Users, however, are able to interact with their personal inventory and cases, as well as the inventory, cases, and directory of sales users assigned to them.
Operations users are able to access and change the accounts of all users in the organization, but do not hold inventory themselves.
There are some differences, however, in what the Rep will see vs. an Admin account. So what can the rep do in the console?
Utilize the dashboard to view quick info and Pending PO #’s
View their pending and historical inventory requests and create new inventory requests
View their pending and historical transfers and initiate new transfers
View, create, and complete their Events and cases (marking sales, downloading sales order, enter PO number)
View and filter inventory and view inventory detail
View the product catalog
View the directory and add records for Physicians, Facilities, and Procedures.
View account settings and notifications.
View Sales statistics and performance against sales targets
Pull Inventory Export Reports
