Employee Preferences and Buyer Setup


Overview

In certain business models, ordering units from your vendors is handled by dedicated employees, known as buyers or purchasers. Assigning specific employees to this task helps you streamline the inventory procurement for your warehouse, ensuring consistent ordering and timely restocking.

In Sellercloud you can configure various Employee Roles and Permissions and set up different Security Settings that align with your team’s unique requirements. Check our Employee Management Overview for a detailed guide on managing and tracking employee information, as well as related Client Settings.

In this article, you will learn how to configure your employees’ preferences and assign them to specific products.


Prerequisites

First, you must set up your Employee’s Permissions and grant them the appropriate access. To do that:

  1. Go to Settings Employees Manage Employees.
  2. Click on the Add icon at the lower-right corner to create a new user or open an employee’s profile from the list.
  3. Toolbox Permissions.

On this page, you can configure different Employee Roles and Permissions depending on the tasks they are assigned to perform.


Configure Buyers

Whenever a user adds a product to a purchase order, Sellercloud can auto-assign them as the Purchaser on the product’s Purchasing page. This ensures that the buyer is seamlessly linked to the purchased item without manual intervention.

Client Setting Auto Set Purchaser When Product Added To Purchase Order must be enabled for this workflow. To enable the setting, navigate to Settings Client Settings > General Client Settings.

However, assigning dedicated purchasers for specific products makes it easier to manage and divide tasks among the employees responsible for the procurement of goods. This can be done either individually or in bulk.

Individually

To configure buyers on an individual level:

  1. Go to Catalog Manage Catalog > Select a product.
  2. On the Product Details Page, open Toolbox Purchasing.
  3. Click on Edit.
  4. Navigate to the General Panel and select a Purchaser.
  5. Click Save.

In Bulk

To configure buyers in bulk, use our Bulk Update Tool, choosing Purchaser from the Add
Columns To Template
 drop-down menu.

You can also restrict PO’s per Buyer, which will restrict non-admin users from accessing POs containing product(s) they are not set as the buyer for.

The following relevant client Settings are available:

  • Auto Set Purchaser When Product Added To Purchase Order
    • This setting automatically assigns a purchaser to a purchase order upon adding a product, streamlining the procurement process by efficiently linking products to responsible individuals. It enhances workflow automation by eliminating the need for manual purchaser selection during purchase order creation.
  • Require SiteCost And Buyer/Purchaser While Creating Product
    • This setting makes it necessary to provide SiteCost and Buyer/Purchaser details when creating a product.

Overview

In certain business models, ordering units from your vendors is handled by dedicated employees, known as buyers or purchasers. Assigning specific employees to this task helps you streamline the inventory procurement for your warehouse, ensuring consistent ordering and timely restocking.

In Sellercloud you can configure various Employee Roles and Permissions and set up different Security Settings that align with your team’s unique requirements. Check our Employee Management Overview for a detailed guide on managing and tracking employee information, as well as related Client Settings.

In this article, you will learn how to configure your employees’ preferences and assign them to specific products.

The table below describes the options on the Employees tab > User’s page > Preferences.

OptionDescription
Max Records on Manage InventoryThe option allows you to select a value from 50 to 500 000.
Max Records on Manage OrdersThe option allows you to select a value from 50 to 500 000.
Manage Inventory View ModeAllows you to set the Inventory View Mode to Advanced, eBay, Show Qty for Products, BuyDotCom, Sears, Purchasing, Amazon, DropShip, or Prices.
Homepage TypeClassic
Buyer
Accounting
Customer Support
Default WarehouseSets the default warehouse.
Orders Default Search Date RangeSets the search date range, e.g., today, previous calendar year, all dates, next 7 days, etc.

Configure Buyers

  1. Open the Employees tab.
  2. Click Add New Employee (if not already added), or open an employee profile from the list.
  3. Open Preferences from the side menu and select the employee’s default settings.
  4. From the Manage Inventory View Mode drop-down menu, select Purchasing. See how the page will now show purchasing-related columns.
  5. From the Homepage Type drop-down menu, select Classic. This allows the employee-buyer to see Sellercloud’s Reports module. Note that choosing Buyer requires the employee-buyer to have administrative rights. See how the Homepage will now show recent POs by buyer and sales information.
  6. Press Save.
  7. On the product level, open Toolbox > Purchasing. From the Purchaser drop-down menu, choose the buyer’s username and save. Only a user with the security role Edit Purchaser can change the buyer of a product.
You can bulk-update product buyers using the Bulk Update feature and choosing Purchaser from the Select fields you want to update drop-down menu. Watch how to bulk update.
You can also restrict PO’s per Buyer, which will restrict non-admin users from accessing POs containing product(s) they are not set as the buyer for.

Buyers can be auto-assigned to a product from a purchase order. As a user adds a product to a purchase order, that user will automatically be saved as the Purchaser on the product’s Purchasing page. To enable this feature, check Auto set purchaser when product added to Purchase Order in Client Settings.


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