--- title: "Sales, purchasing and invoicing (permissions)" description: "Permissions under the Financial area in Shop Manager — sales orders, purchase orders, invoices, gift cards, payments — plus which screens are visible." url: https://support.sapera.io/en/articles/642-sales-purchasing-and-invoicing-permissions collection: "Permissions" updated: 2026-09-27 language: en alternates: [da] --- # Sales, purchasing and invoicing (permissions) Permissions under the Financial area in Shop Manager — sales orders, purchase orders, invoices, gift cards, payments — plus which screens are visible. > **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). ## Functional permissions These permissions govern the **action** itself or, where noted, whether a particular field can be edited. ### Purchase orders **Approve purchase orders** — Allows **approving a purchase order** (and changing its approval state). When denied, approval is rejected. ### Sales orders **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. ### Credit notes **Allow credit notes** — Lets the user **create credit notes**. ### Invoices **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. ### Purchase invoices **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. ### Gift cards **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**. ### SAF-T (audit file) **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**. ### Import/Export (per organizational unit) 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. ## Menu visibility 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 ## Good to know - **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. ### New permissions: price visibility and expenses **See sales price / See cost price** – control whether sales prices and cost prices respectively can be seen on sales documents. **Access outgoing expenses** – shows or hides the menu item for outgoing expenses.