Overview of Sales System Access Options

The Navigator Sales System includes multiple modules and permission options that support sales team operations, from enquiry generation to order processing and deal management. Each role—salesperson, manager, or administrator—can be configured with specific access depending on their responsibilities.

This guide outlines the available access options, what each one enables, and recommended usage considerations to ensure effective and secure user configuration.

Core Sales System Modules and Options

Sales 360

Provides frontline sales staff with tools to:

• Generate and manage customer enquiries

• Maintain a personal sales diary

• Create quotations

Note: The ability to create sales orders is not enabled by default and must be granted separately.

Sales Order Processing

• Grants users the ability to raise sales orders.

Optional Restriction:

• Raising of Sales Orders Not Permitted:
  This restriction blocks users from generating sales orders, even if they have access to Sales 360.

Sales Manager’s Toolkit

Designed for sales managers, this toolkit enables:

• Oversight of team enquiries

• Access to advanced sales reporting tools, including:

  • Profit reports

  • Debtors lists

  • Order book

  • Aged stock reports

Note: To function correctly, salespeople must be assigned to a manager (covered in later setup).

Vehicle Administration Tools

Vehicle Administrator Toolkit

This is the main module for vehicle administration and allows:

• Creating vehicle records

• Accepting vehicles into stock

• Posting purchase invoices

• Recording receipts

• Closing deals

• And more advanced vehicle-related tasks

Vehicle Admin Access (Restricted Profiles)

Access can be selectively limited by user profile. For example:

• A user might be allowed to view the Debtors tab and post receipts

• But be blocked from posting purchase invoices or editing vehicle records

This system is highly customisable and suitable for task-specific delegation.

Vehicle Parameters

Contains system-wide settings for the vehicle module, including:

• New vehicle data (price files)

• Finance company setups

• Bonus configuration

• Enquiry types and source management

⚠ This section should only be accessible to highly trusted personnel.

Additional Sales Options

Summary

Navigator’s sales system is highly flexible, with granular control over what each user can access and perform. The modular options support different workflows across sales, admin, and management teams while maintaining secure, role-appropriate access.

Before assigning any options, always consider:

• The user’s role and level of trust

• The need for reporting, invoicing, or admin actions

• Whether oversight or auditability is required for their actions