seperate quotes and invoices so users can submit quotes without having access to all invoices
We have guys out on site who need to be able to raise a quote for a client while they are on site for parts or additional works for their call out but we don't want those engineers to have access to see all of the sales invoices for the larger projects and we don't want them to have to wait until someone in the office approves it whilst they are waiting on site for it to be done.
I'd like a there to be a way that we can set permissions for certain users to be able to create and send quotes to clients but without having the option to view all sales invoices and details. I'd like them to be able to have access to see their own quotes only.
Lou Clarkson
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