I am trying to find the security rights to allow my associate to view item history to predict sales forecasts and place orders accordingly. Can someone help?

I have Quickbooks POS 18.0. I am trying to find the security rights to allow my associate to view item history to predict sales forecasts and place orders accordingly. Can someone help?


Thanks so much!

Answer

Hello there, ryan,

Let's edit the security rights of your associates so they can view the item history and place orders.

You can simply enter the item in the search box at the top right of the page. Then, click the search (magnifying glass) icon to see the item lists.

To edit the security rights:

  1. From the Employee menu, click Security.
  2. Search the item you want them to access or select the item from the View drop-down list box.
  3. Put a check mark beside the Access sales history and Access purchase orders.
  4. Click Save.

Please see the attached screenshots for your guidance.

You can now give access to your associate.

For more details, you can read through this article: Create and customize a user login in QuickBooks Desktop Point of Sale.

Please let me know if you need clarifications by leaving a comment below. I'll be around whenever you need help.

Was this answer helpful? Yes No
Original
IntuitMaryLand , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.