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Organization Order Permissions records control the appearance of the Orders form for employees of the specified organization (if more than one is tracked in the system). An Organization Order Permissions record can also be used to limit the set of products that the organization's employees can add as items to an order. This service is for administrator use only.
Organization Order Permissions RecordImage Removed

Attachments Tab


The Attachments tab lists any files relevant to the Organization Order Permissions record.Organization Order Permissions RecordImage Added

General Tab

Organization

The Organization to which the permissions on this record apply. This field links to the Organizations service.

Comments

The The Comments field  field contains any additional details relevant to the Organization Order Permissions record.

Product Filter Type

This field specifies how records on the the Product Category Filter tab  tab are handled. The options included in the list are:

  • None: No product filter applied.
  • Inclusive: The organization's employees can only add products in one of the product categories listed on the the Product Category Filter tab  tab to an order.
  • Exclusive: The organization's employees cannot add products in the product categories listed on the the Product Category Filter tab  tab to an order.

Exclude Payment Tab

If this option is selected, the the Payment tab  tab (and its sub-tabs) on the Orders form does not display.

Exclude Shipping Tab

If this option is selected, the the Shipping tab  tab on the Orders form does not display.

Exclude Accounting Tab

If this option is selected, the the Accounting tab  tab (and its sub-tabs) on the Orders form does not display.

Exclude Subscriptions Tab

If this option is selected, the the Subscriptions tab  tab on the Orders form does not display.

Attachments Tab

The Attachments tab lists any files relevant to the Organization Order Permissions record.

Product Category Filter Tab

The The Product Category Filters tab  tab lists all Product Category Filter records applicable to the Organization Orders Permissions record. See See About the Product Category Filter Form.

The items listed in this tab are only applicable if the the Product Filter Type field  field on the the General tab  tab of the the Organization Orders Permissions record  record is set to either Inclusive or Exclusive.