P4 Software
/
logisticaHQ Client Portal
P4 Software
/
logisticaHQ Client Portal
Each portal user has their own set of access switches. The switches decide which menu items, buttons and Dashboard sections the user sees. This page lists all 14 switches, what each one opens and some suggested combinations. Only administrators can change the switches.
The Portal access card of a new portal user: all nine View only switches on and all five Administer switches off.
The card has two boxes. View only (hint: "What this user may look at.") holds nine switches that let the user look at things. Administer (hint: "What this user may create or change. Each one also allows viewing it.") holds five switches that let the user create or change things.
When you turn on an Administer switch, its matching View only switch is shown as on and locked, because the user needs to see something to change it. A small note Included with and the name of the Administer switch (for example Included with Place outbound orders) is shown beside the locked switch. Clicking a locked switch does nothing, so you cannot turn that View switch off while the Administer switch is on. Turn the Administer switch off to release it; the View switch then goes back to what was saved for it.
| Switch | What it opens in the portal |
| View Dashboard | The Dashboard menu item and landing page. Each panel on the Dashboard also needs its own switch (see "Dashboard sections" below). |
| View Inventory | Reports > Inventory, with the pages for one product, one bin and one LPN that open from its links. Also the Dashboard panels Units on hand, Active SKUs and Inventory by warehouse. |
| View orders & shipments | Sales > Sales orders and Closed Sales orders, and the page of one order. Also the Dashboard order and shipment panels. |
| View Purchase orders | Purchasing > Purchase orders and Closed Purchase orders, and the page of one purchase order. |
| View Invoices | Invoices: the list of posted Invoices, the invoice page and the Download PDF and Download XLSX links. The user never sees draft Invoices. Also the View Invoices button on the Dashboard. |
| View reports | Reports > Inventory detail, Bulk Inventory and Expiry. Also the Dashboard tile Expiring ≤ 30 days. |
| View Products | Master data > Products, read-only. |
| View Customers | Master data > Customers, read-only. It also lets the order form offer the customer's saved ship-to addresses. |
| View Vendors | Master data > Vendors, read-only. |
| Switch | What it adds | View switch it also turns on |
| Place outbound orders | The New order button on the Sales orders list and on the Dashboard, and the order form. Also Changing an order while it can still be changed: the Edit order button on the order page shows while the order is Draft or Unallocated and not on a truck load. | View orders & shipments |
| Create Purchase orders | The New purchase order button on the Purchase orders list and on the Dashboard, and the purchase order form. Also the Dashboard's inbound panels. A purchase order can be changed while it is Draft or Not Received. | View Purchase orders |
| Manage Products | New and edited Products, Import from Excel with its template, and the Upload image button on a product. | View Products |
| Manage Customers | New and edited Customers, adding and removing ship-to addresses, and Import from Excel. | View Customers |
| Manage Vendors | New and edited Vendors, and Import from Excel. | View Vendors |
Users who have View Dashboard land on the Dashboard. Users without it land on the first section they can open, in this order: Sales orders, Purchase orders, Inventory, Invoices, Inventory detail, Products, Customers, Vendors.
Every panel on the Dashboard needs its own switch on top of View Dashboard.
| To show | Give the user |
| Orders in progress, Units shipped this month, Outbound shipments (last 6 months), Order status, On-time shipments and the shipments in Recent activity | View orders & shipments |
| Open Purchase orders, Units on order, Units received this month, Receipts (last 6 months) and the card Open Purchase orders: expected vs received | Create Purchase orders. View Purchase orders alone shows none of this. |
| Units on hand, Active SKUs, Inventory by warehouse | View Inventory and View reports |
| Expiring ≤ 30 days | View reports |
| The stock section: SKUs at or below min, Out-of-stock SKUs, Inventory turns (annualized), Storage locations in use, Short stock and On-hand by expiry window | View Inventory and View reports together. The stock section needs both switches. A user with only View Inventory sees no stock figures there. |
| The last posted invoice in Recent activity, and the View Invoices button | View Invoices |
These are starting points. Adjust them for each person.
| Profile | Switches to turn on | What the user can do |
| Read-only viewer | All nine View only switches | Look at everything: Dashboard, stock, orders, Purchase orders, Invoices, reports and Master data. Change nothing. |
| Order desk | View Dashboard, View Inventory, View reports, View Products, View Customers, Place outbound orders | Place and follow outbound orders, check stock. View Customers lets the order form offer saved ship-to addresses. |
| Purchasing | View Dashboard, View Products, View Vendors, View Inventory, View reports, Create Purchase orders | Send and follow Purchase orders, with the inbound Dashboard panels and stock figures. |
| Accounts | View Invoices only | Read and download posted Invoices. This user lands directly on Invoices. Do not add View Dashboard unless you add other switches too. |
| Full self-service | All 14 switches | Everything the portal offers, including creating orders and Purchase orders and managing Products, Customers and Vendors. |
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