Financial area in Shop Manager — sales orders, purchase orders, invoices, gift cards and more.
This article walks through the permissions that govern functions in Shop Manager under the Financial area — that is, sales orders, purchasing, invoicing, gift cards, payments and which screens are visible. It is the largest permission area in Sapera.
You assign these permissions in Financial under Security → Groups → select a group → Permissions (set Allow/Deny per permission).
These permissions govern the action itself or, where noted, whether a particular field can be edited.
Approve purchase orders — Allows approving a purchase order (and changing its approval state). When denied, approval is rejected.
Allow custom sales price — Lets the user set a deviating sales price on an order/invoice line instead of the product's normal price.
Allow manual change account on sales order — Lets the user change the booking account on a sales-order line.
Manage My Day for other users — Lets the user view and manage "My Day" for other employees, not just their own.
Allow credit notes — Lets the user create credit notes.
Allow manual change of account on item — Lets the user change the booking account on an invoice line.
Allow modification of booked invoice — Lets the user edit details on an already-booked invoice (e.g. contact info). When denied, the change is rejected.
Allow resetting ean invoice to generate and send it again — Lets the user reset an EAN/OIOUBL invoice so it is generated and sent again. When denied, the action is rejected.
Allow re-booking invoice — Lets the user re-book (repair the accounting on) an invoice, sales order or dispatch. When denied, the re-booking is rejected.
Allow manual change of account on purchase invoice item — Lets the user change the booking account on a purchase-invoice line.
Book purchase invoice — Lets the user book a purchase invoice in the given organizational unit. When denied, booking is rejected.
Allow re-booking purchase invoice — Lets the user re-book a purchase invoice. When denied, the re-booking is rejected.
Allow Discard Gift Card — Lets the user discard (cancel) a gift card. When denied, the action is rejected.
Allow Undo Discard Gift Card — Lets the user undo a discard of a gift card. When denied, the action is rejected.
Allow Multiple Gift Card Creation — Lets the user create multiple gift cards at once.
Allow export SAF-T — Lets the user export a SAF-T file (a standardized audit/accounting file).
Allow import SAF-T — Lets the user import a SAF-T file.
These two are granted per organizational unit.
Use Import/Export — Access to run import/export of financial data.
Setup Import/Export — Access to configure import/export setups.
The permissions below only control whether a given screen or menu item is visible and can be opened. They are not data security: they hide/show the entry, while the data and actions behind the screen are protected by organizational-unit access and/or the functional permissions above.
Each permission is shown with its name → the screen it gives access to:
Sales
Access sales orders → Sales orders
Access sales order quotes → Quotes
Access sales order types → Sales order types
Access sales order item states → Sales order line states
Access my day → My day
Access sales subscriptions → Subscriptions
Access rental contracts → Rental contracts
Access dispatches → Dispatches
Access tasks → Tasks
Access time trackers → Time tracking
Purchasing
Access purchase orders → Purchase orders
Access purchase deliveries → Purchase deliveries
Access purchase invoices → Purchase invoices
Invoicing and payments
Access invoices → Invoices
Access invoice EAN → Invoice EAN
Access incoming EAN → Incoming EAN
Access outgoing payments → Outgoing payments
Access Outgoing Expenses → Outgoing expenses
Access gift cards → Gift cards
Access gift card types → Gift card types
Access refund coupons → Refund coupons
Access payment links → Payment links
Access payment link messages → Payment link messages
Access payment link message settings → Payment link message settings
Setup and other
Configure discounts → Discounts
Configure limits → Limits
Access action codes → Action codes
Access loyalty programs → Loyalty programs
Access shipping methods → Shipping methods
Access document types → Document types (attachments)
Access shop manager settings → Shop Manager settings
Access recalculate stock consumption → Recalculate stock consumption
Access UI Dashboards → Dashboards
Access UI Dashboards setup → Dashboard setup
Access data health checks → Data health checks
Access survey → Surveys
Access survey types → Survey types
Access incoming E-mails → Incoming e-mails
Access incoming E-mail inboxes → Incoming e-mail inboxes
Access incoming E-mail categories → Incoming e-mail categories
Functional permissions vs. menu visibility: The functional permissions (at the top) block the action itself or lock a field. The menu-visibility permissions hide or show the screen.
Allow vs. Deny: An explicit Deny wins over an inherited Allow.
Per organizational unit: *Use/Setup Import/Export* and *Book purchase invoice* take effect per unit.
Administrators have all of these permissions by default.
