Note: For some roles a definition may not be required as the role is self explanatory. For some definitions, a link to an article will be added to provide further details on the role itself.
Accounting
Open/Close Cashier: Users can open/close the cashier station but cannot setup a new station to be used
How do I open a Cashier Station?
Customer: What the user can see from within the customer tile on the dashboard
Customer:
User can:
1. Edit customer info ( name, address, extended info)
User cannot:
1. Set default tax exemption
Leads: can access the leads tile
Add Lead
View all leads
AR payment: Users will be able to select the payment from the drop down so long as the customer has been setup as an AR customer type. ( Note: depending on permission requirements, the user may have to enter in a parts PIN as well)
Discounts: Add new default discounts for parts and service purchases ( Note: the default for discounts is retail, cost plus can only be set if the user has 100% discount permissions)
Note: The user cannot change any existing default discounts that have already been set
Garage: user can see all units either brought into the service area perviously, units added by the dealership maually, or units purchased from the dealership using DX1 Sales
History: Purchase history for the customer within DX1
Working Sales: Any open lead still in process. Users can also add a lead from the customer profile as well.
Close Sales: Any leads that have been closed
Schedule Actions: Add or view previous appointments
Customer Reports
User has access to all reports within the tile except for:
Testimonial Report
Sales Assistant
Total Leads (Chart)
Help
DX1 Help: Access to all DX1 help articles
Contact Support: The ability to send emails or chat with support staff
Announcements: When the user logs in, any new changes that that been added to the system will show beofre the user is fully logged in
Settings:
Local Setting: Access to the following areas:
My Account
Application Reset: When settings are changed resetting DX1 will update changes made.
Sales
Salesperson: When the user logs in they will be the default sales person on parts invoices. Note: If the user needs to change who the sales person is, the permission must be checked in their user profile.
Inventory List: The user may search for parts, but cannot make changes to inventory levels.
Parts Inventory Detail Overview
Parts Label Printing
Printing Inventory Labels after parts have been received
Parts Reports
Parts Inventory Chart
DX1 fiche for DMS
Websites
Dealership Website