Setting Up Parts Staff Access

Modified on Mon, 6 Jan at 2:40 PM

This guide outlines the process of setting up a new parts staff member in Navigator. Proper configuration ensures that staff have the necessary access and privileges to perform their roles while maintaining system and pricing integrity.

Step-by-Step Instructions

Step 1: Navigate to Staff Records

  1. Go to Setup > Staff Records to access the staff setup section.

    • Note: If you do not have access to this section, contact your manager, as they may have the necessary permissions.

    • If your manager also lacks access, they can refer to the guide: How to Grant a User Access to Staff Records.

Step 2: Assign Module-Specific Access

  1. Access the Privileges tab within the staff record.

  2. Select all relevant options for Parts Staff to ensure the staff member has access to the necessary modules and functions.

    • Navigator divides access by module, so it is essential to configure these settings correctly to avoid workflow interruptions.

Step 3: Configure Parts Margin to Retain

  1. Locate the Parts Margin to Retain setting.

  2. Set the appropriate level of discount the staff member is allowed to offer:

    • 100%: No discounts are permitted.

    • -1%: Allows discounts below cost price.

  3. Adjust these settings based on company policy to maintain pricing integrity and control.

Tips and Best Practices

  • Verify permissions: Double-check all selected privileges to ensure the staff member has the required access for their role.

  • Follow company policies: Adhere to internal guidelines for discount levels to avoid pricing inconsistencies.

  • Review regularly: Periodically audit staff access and privileges to ensure they align with current roles and responsibilities.

  • Communicate changes: Notify staff of any updates to their access or discount permissions.

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