I am setting up a New User who will only need to access OE. Is there a way to remove or hide the "Adagio" drop down that lists all the other Adagio modules from the OE menu?

I am not sure if this will help, but what I do is I create a security group in OE and don't create that group in any other module, once a staff is linked to that group and try to open another module the system will alert them that that user group is not associated with that module and they won't be able to get in.

Thanks, that is helpful! Now is there anyway to hide/disable the Gridviews in the View menu without hiding them for other users?

Yes.

Move the Views to a Folder under the \module\Views Folder for the Security Group allowed to see the View.

Awesome!! Now, when this limited user goes to New Order in OE and searches for a Customer, can we limit it to show only the customers for a specific Sales Person?

No. One too many questions!

Steve

Yes. We'll be showing how to do that at the AOC with GridView.

LOL!! I thought that one might be a stumper, but I was on a roll.

Andrew.. is that for real?

With GridView, not with the Grid.

But if the restrictions are that severe, why bother letting them into OrderEntry at all?

Andrew,

We have outside sales reps who work out of other locations. We provide them with inventory at their locations. They work on the road, delivering product to customers in their area out of their inventory. They currently have to hand write packing slips with everything they deliver to each customer and have the customer sign that they received it. Then they send the packing slips to us at our head office and we invoice them in OE.

The sales reps currently spend several hours a day hand writing packing slips so they can go out on their deliveries. They have to find the item code, description and price from reports we send them. It is tedious and inefficient.

We are considering setting up designated computers at our head office location so each outside sales rep can connect to their designated computer using an RDP connection. We would give them access to OE so they could create orders for their customers, print them as packing slips and take on the road with them.

There are huge advantages to implementing this:
-It would save our reps a ton of time so they could spend their time selling more instead of hand writing packing slips.
-It would greatly improve accuracy, particularly with item codes, descriptions and prices.
-The customers name, address, item code, description and prices could all be retrieved from our data. No guess work.
-It would be much more professional for our customers to receive paperwork that has been printed from our Adagio system.
-We could also give our reps access to Item Inquiry within OE and some Gridview's relevant to them.

The problem however, would be giving them access to all of our customers. That is a conflict. Our reps might identify existing accounts that they think should be transferred to them so they can earn commission on them. Maybe in the future they might end up working for a competitor and take our entire database of customers with them. It doesn't make sense for us to give an outside sales rep access to all of our customers.

Maybe you can consider this feature for the future?