Configure permissions for accessing the Buy screen, ensuring that only authorized team members can manage purchasing activities and supplier interactions. This helps maintain security and control over procurement processes by restricting access to sensitive purchasing data.
The access Buy screen permission provides users with access to the Buy screen and Suppliers tab inside the Contacts screen. Within these areas, users can view and manage purchase orders, outsourced purchase orders, and suppliers.
All Users with default access will have this permission enabled.
A user with the access Buy screen permission can:
Access the Buy screen and Contacts screen > Suppliers tab
Create, edit, and view purchase orders and outsourced purchase orders
Create, edit, and view supplier cards
View and edit certain supplier info on both product and material cards:
Default purchase price
Default supplier
Supplier currency
Purchase unit of measure
Download and import supplier info with the following data import templates:
Add new products
Add new materials
Update existing products and safety stock levels
Update existing materials and safety stock levels
Access Buy screen permission won't enable or disable access to Purchasing Insights in the Insights section. To enable access to Purchasing Insights, the Access to Insights permission needs to be enabled.
The permission can be enabled/disabled when inviting a user to Katana and changed anytime from the Team page.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]