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Fully agree that this needs to be a critical feature.

Xero, please fix this ASAP, surely it's an easy change.

It is really dumb that with the new quote form to add a new product it opens up products in a new window. then once you've added the product you have to go and save and refresh your quote. Bad backward step. As well as being disjointed and a waste of time a user in sales can now not even add a product to a quote. But they can still do it in a purchase order.

Get it sorted, please.

Credit control - Allow a user to have access to only sales invoicing and reports i.e. no access to the bank nor be able to edit settings. It seems odd that someone who can raise/send sales invoices cannot run an aged debtor report without having to be a standard user and have access to pretty much everything.

This is definitely a feature that will be useful to our clients

Since this thread is over 7 years old and nobody from Xero has even bothered to reply, it seems to be a case of xero fux given!

I need sales & purchasing persons to be able to add and edit products.

I need my new production manager to be able to write invoices and add products to make an invoice.
Basic really. Adding products to make an invoice for new items I sell clients.
Access to my bank accounts should not have to be available to him just to write an invoice. When will this be changed.

I would like to give the person that is in control of invoicing the various items out also the control to update the pricing on a quarterly basis, but still need to be able to do the final approval instead of giving them full access to enable them to do their job.

It is really frustrating when you are the one that deals with the suppliers invoices/orders but are unable to view the inventory lists. I hate the thought of having to take time away from my co-workers to be able to see it from them. This needs to be fixed!!

It is imperative that our sales staff have access to the stock list. They do NOT need to see the companies financials or bank accounts. It is also slowing down my own job down because I am the only one that can access the stock list, because I have full access and everytime they need to price something or look at part numbers I have to stop and find it for them, this is not efficient. There needs to be more scope for choosing access for purchase/sales staff.

Totally agree - stock control to the purchasing manager - its is so pointless not having this function

We have people raising purchase orders who can't access products and services so have to contact someone else with access to change prices and run any reports. Absolute madness and a total waste of time

I agree - I can't understand the logic behind the blanket user permissions. Bank accounts etc should be it's own separate tick box!

Inventory & inventory reports should be separated out - why should you need full access to deal with inventory?!

Our sales staff need to be able to see stock list, edit and do month end stock take with all editing capabilities without having access to our banking information. Would be most useful if there was a toggle switch under 'Invoice Only' users that allows them full access to stock processing capabilities. This should be done as a matter of urgency.

Sales staff cannot view cost and sales price at a glance when quoting to enable the sales team price products (if not a set price) It doesn't make sense in practice but does to a software builder i suppose??
To enable employees to see products and services they also can view bank balances which can then be openly discussed with the entire workforce which is far form ideal
products and services could be added to invoice/ bills only view to prevent the bank accounting viewed sales team don't need to bank balances in all cases.
and/or add the option under business to remove bank access under standard user as some sales will need to view reports

This feature is essential for our sales team

We need this as soon as possible.

We NEED this TOO...
our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information

We NEED this... our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information

There should be the ability to select inventory access for users that have invoice only access.

For example, my office manager handles all the invoicing as well as all of the stock and inventory management. Currently he cannot access inventory to add new items or change pricing without the ability of seeing all of the bank accounts. Second tier management should be able to access invoicing and stock control without seeing critical financials. I suggest that a tab be added to the settings for users to allow inventory to be accessed at the invoice only level user.
Alternatively, make bank record access, bank reconciliation and bank accounts a selectable feature in all levels of settings so they can be excluded whilst giving permission to specific other features for users. I would love to see this happen because I have an office manager who runs my business for me but as a managing director, I have to enter all the stock items myself to ensure that he does not have access to the bank account information.

This is not an incredibly valuable use of my time.

Xero, please look into this.