Technical Consultant

Role name in the system: Katekile Technical Consultant

Maintains the product master: creates and edits Items (card products, chips, consumables) and reads item groups, UOMs, brands and warehouses.

Typical tasks

• Create and edit Items
• Read Item Groups, UOMs, Brands and Warehouses

Your menu

This is the sidebar a user with only this role sees.

Menu group	Links you see
Overview	Home Dashboard, To Do
Inventory & Vault	Item List, Item Group, UOM
Reports	All Reports

What you can do — permissions

Document	Read	Create	Edit	Submit	Cancel
Item	R	C	W	n/a	n/a

Supporting records (6)

Document	Read	Create	Edit	Submit	Cancel
Brand	R	—	—	n/a	n/a
Company	R	—	—	n/a	n/a
Item Group	R	—	—	n/a	n/a
Theme Settings	R	—	—	n/a	n/a
UOM	R	—	—	n/a	n/a
Warehouse	R	—	—	n/a	n/a

n/a — this document type is not submitted; saving it is final.

Approval rights

Document	From state	Action	To state	Condition
Quotation	Draft	Send For Approval	Pending Approval	any user, only the quotation Owner
Customer	Draft	Send For Verification	Pending KYC Verification	any user
Customer	Pending KYC Verification	Approve	Approved	any user
Customer	Pending KYC Verification	Incomplete Data	Incomplete Data	any user
Customer	Incomplete Data	Send For Verification	Pending KYC Verification	any user

Step-by-step guides for this role

• Items