RETAILvantage Sample User Level Setup
RETAILvantage User Level Password
Owner/System Operator 98 ______
Office Management 95 ______
General Office 90 ______
Inventory Management, Purchasing 85 ______
Receiving, Delivery 70 ______
Sales Manager 90 ______
Point of Sales 70 ______
Lookup 60 ______
Sample Password Level Setup
File
Maintenance
Codes
Buildings 99
Buyers 99
Categories 99
Commissions 99
Cross Reference 99
Category 99
Vendor 99
Customer Care Center 99
Reason 99
Status 99
Customer Types 99
Dashboard Control 99
Deliver/Ship Orders Ship-From 99
Orders Ship-To 99
Sales Deliver-To 99
Via 99
Foreign Exchange 99
Insurance 99
Item Descriptors 99
Item Styles 99
Markdowns 99
Payment Terms 99
Promotions 99 Sales Tax 99
Standard Remarks 99
Zip Codes 50
Customer Care Center 99
Message Board 99
Sales Goals 99
Traffic Exceptions 99
Inventory 95
Floor Plans 95
Items
Packages
Recommended Items
Ledger Accounting Periods 95
Chart of Accounts 95
Financial Layouts 95
Layout Specifications 95
Layout Text 95
Orders 85
Payables
Co-op Advertising 90
Vendors 90 Receivables
Credit Applications 90
Customers 70
Customer Remarks 80
User-Defined Forms 95
Sales
History 99
Prices 99
Special Order Assistant 99
Utilities
Administrator
Change Building ID 99
Check Log File 99
Database Connection Screen99
First Time Physical Inventory99
Initial Setup for Bar Coding 99
Passwords 99
RF Merchandise Picking 99
Set Inventory History 99
Set Lifo/Fifo Valuations 99
Custom
Apply Item Master Update 99
Catalog Updater 99
Dispatch Track 99
EDI Item Utility 99
Extract Item Master Update 99
File Conversion Utility 99
PROFITxml API
Standard Utilities
Import Customers from ABI 99
Ligne Roset 99
Carrier Listing
Item Update
O/C # Search
Sherman’s Warranty Extract99
Stock/Pricing Rpt – Norwood99
Miscellaneous
Acct/PC Ledger Maintenance99
Cart 99
Maintain Carts
Upload Carts
Change Item Category Codes99
Change Master File ID’s 99
Change Customer ID 99
Change Item ID 99
Change Vendor ID 99
Compress Ledger Entries 99
Export to Quick Books 99 Generate Mailing List 99
Interface Ledger Entries
Checkmark Payroll 95
EasyPay Payroll 95
RFMS 95
Merge Customers 99
Perform Data Integrity Check99
Set Master File Fields
Set Customer Fields 99
Set Item Fields 99
Set Vendor Fields 99
Set Receivable Profit Centers99
Purge
Inventory
Floor Plans 99
History 99
Items 99
Order Transactions 99
Payables History 99
Receivables
Customers 99
Customer Remarks 99
Open/History 99
Sales
Entries 99 History – Delivered 99
History – Written 99
Sale Prices 99
Enter
Additional Charges 95
Cash 90
Customer Care Center 95
Opportunities 95 Task 95
Ledger Entries 95
Merchandise Received 82
Orders 85
Payables 90
Non Recurring
Recurring
Processing Date 90 Sales 50
View
Check Stock 50
Customer Care Center
Customer Central 50
Priority List 50
Sales Floor Activity 50
Daily Sales Extract 99
Inventory Evaluation 99
Ledger Accounts 95
Managers Dashboard 80
Order History 80
Payables 85
Receivables
Collection Accounts 90
Installment Payoffs 90
Open/History 90
Sales
12 Month Snapshot 95
Changes 80
Delivery Schedules 70
Entries 70
History 70
Activities
Customer Care Center
Import Traffic Counts 90
Link Opportunities 90
EDI
Post Inbound 90
Receive Inbound 90
Send Outbound 90
Inventory
Bar Code Interface
Physical Inventory 82
Receiving 82
Transfers and Pick 82
Upload Files 82
Calculate Ranking 90
Change Costs & Prices 99
Generate Markdown Prices 99
Generate MTO Transactions 82
Location Transfers 82
Nail Down Merchandise 95
Open Merchandise Transfers
Finalize 82
Modify 82
Physical Inventory
Begin Inventory 99
Counts List 90
Enter Counts 90
Print/Post Exceptions 99
Quit Inventory 99
Post Transactions
Bar Code Transfer and Pick 82
Merchandise Transfers 82
Ledger
Close Year-End 95
Interface Subledgers 90
Reconcile Bank Statement 95
Orders – Generate 85
Payables - Select for Payment 90
Receivables
Apply Payments & Credits 90
Check Cash Total 90
Follow-Up Mailings 90
Delinquent Customers
Discontinued Items
Next Purchase
Opportunity
Special Order Update
Thank you
Generate Collector Work list 90
Generate Credit Reporting 90
Generate Earned Interest 90
Generate Finance/Late Charges 90
Merge Revolving Contracts 90
Sales
Attach Locations 90
Delivery Finalization 90
Post 90 Swap Sales Items 85
Preferences
Administrator 99
Printer 95
Profit Center 99
Individual Profit Center
Modify All Profit Center
User 99
Individual User 99
Modify All Users 99
Labels and Tags
Bar Code Labels 82
Credit Returns
On Demand
Receiving
Transfers
Warehouse Rack
Inventory Labels 82
Location
Picking
Price
Receiving
Shipping
Mailing Labels
By Salespeople 90
By Zip Code 90
Price Tags 82
Pre-Printed Forms
Coupon Books 90
Customer Statements 90
Payable Checks 90
Purchase Orders 85
Sales 70
Reports
Codes
Buildings 82
Buyers 85
Categories 85
Commissions 85
Cross Reference
Category 99
Vendor 99
Customer Care Center 95
Reason
Status
Customer Types 70
Deliver- Ship 70
Orders Shipped From 70
Orders Ship To 70
Sales Deliver To 70
Via 70
Foreign Exchange 90
Insurance 90
Item Descriptors 85
Item Styles 85
Markdowns 85
Payment Terms 70
Printer Preferences 95
Promotions 70
Sales Tax 70
Standard Remarks 70
Zip Codes 50
Customer Care Center 90
Daily Sales
Opportunities/Advertise Code
Priority List
Reason for No Purchase
Sales Goals
Salesperson Effectiveness
Salesperson Status
Traffic
EDI Transaction History 90
Inventory
Aging 80
Available for Sale 80
Backordered Items 80
Best/Worst Sellers 80
Building Quantities 80
Depreciation 95
Floor Plans 90
History 80
Items 80
Item Master Updates 90
Lifo/Fifo Valuations 95
Lineup 95
Locations 80
Merchandise Received
Transaction History 80
Merchandise to Display 80
Open Merchandise Transfers85
Packages 85
Price List 80
Receiving Tally 70
Stock Status 80
Concise
Item
Vendor
Valuation 99
Ledger
12 Month Financials 95
Bank Reconciliation 95
Chart of Accounts 90
Financial Layouts 95
Financial Statements 95
Layout Specifications 95
Source Cross Reference 95
Transaction History 95
Trial Balance 95
Worksheet 95
Orders
Arrival Date Changes 85
Buyer’s Budget Report 85
Cash Requirmnts-Order Aging 85
Check Stock for Backorders 85
History 85
Open 95
Outstanding Items 85
Past Due 85
Purchase Advice 85
Transaction History 85
Payables
Cash Requirements 90
Check History 90
Co-op Advertising 90
Gain or Loss on Exchange Rate 95
History 90
Open 90
Pre-Check Writing 90
Transaction History 90
Non Recurring
Recurring
Vendors 90
Receivables
Additional Charges History 90
Aging 90
Balance Cash 90
By Drawer
By Sale
Broken Promises 90 Cash History Journal 90 Collector Effectiveness 90
Collector Work list 90
Credit Applications 90
Customers 90
Customer Available Credit 90
Customer Debit Balances 90
Customer Remarks 90
First Delinquency 90
Insurance Activity 90
Open/History 90
Special Payments 90
Sales
Backordered by Receiving Trx 75 By Customer / Item 75
By Profit Center/Salesperson 75
By Salesperson 75
Delivered Sales
Open Sales
Written Sales
By Style 85
By Terms 85
Changes 70 Commissions 95
Commissions Due
Spiffs
Comparative Sales 80
Complete for Delivery 70
Delivered Sales Recap 80
Delivery Bonuses 80
Delivery Receipts 70
Follow- Up 90
Gross Margins 90
History 80
Journal 80
Package Sales 80
Packing List 82
Performance 90
By Category
By Profit Center
By Vendor
Picking List 82
Sale Prices 80
Short Deposits 80
Sold List 80
Taxes 90
Cash Basis
Delivered
Written
Unattachable Items 85
Undelivered 80
Service 85
By Customer
By Item
By Vendor
Transactions
Bar Code Transfer and Pick 82
EDI 90
Merchandise Transfers 82