Prevent staff from seeing Cost Prices
User Security
Security in Retail Express is based around people's roles within the business. A Security Profile can be created for each role and then users in that role are attached to the profile for the role.
Staff > Security Profiles
To block a staff role from accessing cost price and profit information, edit the Security Profile for their role and make sure you remove the tick from all items in the list below that has "Access to Costs" marked as YES.
| Feature | Description | Access to Costs? |
| Customers | View & edit customer details | NO |
| CRM | Use the CRM (Customer Relationship Management) feature | NO |
| Price List | View the Price List (stock list) | YES |
| Sales Report | View the Sales Report | YES |
| Create/ Edit a Product/ Package | Create Product Packages | YES |
| Label Printing | Print Labels | NO |
| Mass Download | Download inventory into excel spread sheets | YES |
| Mass Upload | Upload inventory and make changes to products via excel upload | YES |
| Mass Product Edit | Make mass changes to product details | YES |
| Create/ Edit PO | Create and edit a Purchase Order | YES |
| PO Manager | View the main purchase order report, and to receive, edit a Purchase Order | YES |
| POE Manager | View and manage the Purchase Order Errors (variances) relating to receipt of stock | YES |
| Stock Receipt | Receive Stock via Purchase Order Receipt | YES |
| Product Search | Search on Products and view product details (without seeing cost prices, and without being able to edit products) | NO |
| Reset Stock Quantity | Reset all stock levels back to zero | NO |
| Special Orders Report | Access to the Special Orders Report | NO |
| Stock Adjustment | Make manual adjustments to stock levels | NO |
| Stock Control | View the Stock Control report | YES |
| Stock List | View the Stock List report | YES |
| Stock Take | Perform a stock take | YES |
| GRA Manager | View and manage the GRA Manager Report (Goods Received Anomalies relating to Stock Transfers) | NO |
| ITO Create/ Edit | Create and edit an ITO (transfer) - using the Advanced Method | YES |
| ITO Report | View the ITO (Transfer) report - showing all transfers made in the system | YES |
| ITO Allocate | Allocate stock via the ITO Allocation report feature (Stock Transfers) | NO |
| Pick ITO | Pick an ITO (transfer) | NO |
| ITO Dispatch | Dispatch an ITO (Transfer) | NO |
| ITO Receive | Receive an ITO, into the 'Received' stock status | NO |
| ITO Make Available | Receive an ITO, and make the stock 'Available' for sale | NO |
| Report Fulfilment | View the fulfilment report, and to fulfil orders | NO |
| Report Income | View the Income Report | NO |
| Report Debtors | View the Debtors report | YES |
| Profile Security | Manage and control the User Security Profile Settings assigned to Users (system feature access) | YES |
| Users | Create, edit and manage Users of the software | NO |
| Featured Products | Manage Featured Products on your Integrated Web Store | NO |
| Freight Settings | Manage the Freight options for the Integrated Web Store | NO |
| Product Options | Configure additional purchase options / variations of products at the Checkout stage of your Web Store | NO |
| Promo Discounts | Manage Promotion Discounts, specifically related to your Web Store | NO |
| Site Structure | Setup your Web store Departments & Categories | NO |
| Static Content | Manage and create new 'static' pages for your Web store | NO |
| Template Editor | Edit the Web store html template | NO |
| Top 200 Customers | View the Top 200 Customers report | NO |
| Dashboard | View the Management Dashboard | YES |
| Report Daily Brand Sales | View the Daily Brand Sales Report | NO |
| Report EOD | View the End of Day Report | NO |
| PO Payments Report | View the Payments made against Purchase Orders (for advanced users, relating to imports) | YES |
| Report Departmental Sales | View the Department Sales report, related to Web store | YES |
| Report Item Sales | View the Item Sales Report | YES |
| Product Sales | View the Product Sales report (detailed product sales) | YES |
| Top Sellers Report | View the Top Sellers Report | YES |
| Sales Summary | View the Sales Summary Report | NO |
| Staff Sales | View the Staff Sales report | YES |
| Adjustment Report | Make manual adjustments to stock levels | NO |
| POE Report | View and manage the Purchase Order Errors (variances) relating to receipt of stock | YES |
| Stocktake Report | View the results of a Stocktake | YES |
| Stock Value Vs Sales | View the Stock Value vs. Sales report | YES |
| Supplier Statement | View the Supplier Statement report | YES |
| Supplier Report | View the Supplier Report | YES |
| Brand Setup | Create Brands, that get associated with products | NO |
| Customer Upload | Upload customer lists via excel to the Customer Database | NO |
| Delivery Options | Setup and edit Delivery Options (delivery driver, zones, etc.) | NO |
| Shipping Status | Setup and edit the 'Shipping Status' associated with Purchase Orders | NO |
| Shipment Types | Setup and edit the 'Shipment Types' associated with Purchase Orders | NO |
| Global Settings | Manage the main system and Global Setting configuration for administrative parts of the system | NO |
| Home Page Config | Configure the message on the main home page of Retail Express | NO |
| Label Presets | Create and setup label templates for printing stock labels | NO |
| Receipt Printing | Setup and configure the receipt printing options | NO |
| Countries | Create Countries, that get associated with Outlets | NO |
| Outlets | Edit details for your Outlets | NO |
| Logo Upload | Upload the company logo that will appear on your Invoices and Purchase Order templates | NO |
| Survey Settings | Create and edit the Marketing Survey settings used at POS (within the loyalty tab) | NO |
| Price Groups | Setup and manage the Price Groups (discounts) that can be applied to customers at POS | YES |
| Price Groups (Fixed) | Setup and manage the Fixed Price Groups (discounts) that can be applied to customers at POS | YES |
| Product Types | Setup new Product Types / Groups associated with products | NO |
| Suppliers | Create and edit the Suppliers register | NO |
| POS | Make sales and use the Point of Sale Module | NO |
| Essentials (Required) | Access to the Minimum Requirements of Retail Express - this must be selected for all users | NO |
| Implementation | Access and view the Implementation Console (the checklist and instructions for setting up Retail Express) | NO |
| Sales Report (Limited) | View the Sales Report, without seeing cost prices | NO |
| Stock List (Limited) | View the Stock List report, without seeing cost prices | NO |
| Stocktake Report (Limited) | View the results of a stock take, without seeing cost prices | NO |
| Day Diary | Update the Day Diary on the main home page | NO |
| Stock Re-Orders via Purchase Order | Use the Stock Reports report and create and send purchase orders | YES |
| Stock Transfers via ITO | Create a stock transfer | YES |
| Report Deposits And Redemptions | View the Deposits and Redemptions report | YES |
| Item Detail Export | View the Item Detail Export Report - which shows product sales | YES |
| Stock Replenishment | Use the Stock Replenishment feature (Purchase Orders and Transfers via replenishment | YES |
| Payment Gateway | Update technical details relating to your Online Credit Card Payment Gateway (Web Store only) | NO |
| POS Security Features | Manage and set the Security Permissions (feature access) for Users of the software | YES |
| Return Reason Codes | Setup and edit the 'Return Reasons' displayed at POS (for product returns) | NO |
| Return Reason Report | View the 'Return Reason Report' that displays customer returns processed at POS | NO |
| Voucher Creation Report | View the Voucher Creation Report | NO |
| Voucher Redemption Report | View the Voucher Redemption Report | NO |
| Payment Types | Edit and configure the types of Tenders / Payment types used at POS | NO |
| Report Fulfilment Limited | View the fulfilment report, but not actually fulfil orders | NO |
| Sales Detail Export | View the Sales Detail Export report | YES |
| Logistics Label Printing | Setup the label templates for the logistics area (fulfilment and picking labels) | NO |
| Finance Essentials | Access to the Minimum Requirements of Retail Express finance reports, such as Income Report and End of Day. | NO |
| Size Setup | Setup and edit the Sizes associated with products | NO |
| Colour Setup | Create Colours, that get associated with products | NO |
| Season Setup | Setup and edit the 'Seasons' associated with products | NO |
| Product Report | View the Product Report (product sales) | YES |
| Inventory Movement Log | View the detailed movement of inventory in the system, historically | NO |
| Order Import | Upload historical sales orders, laybys, and invoices | NO |
| EOM Customer Deposits | Access the End of Month Customer Deposits report | NO |
| EOM Customer Deposits Summary | Access the End of Month Deposits Summary Report | NO |
| EOM Inventory Valuation | Access the End of Month Inventory Valuation Report | YES |
| EOM Inventory Valuation Summary | Access the End of Month Valuation Summary Report | YES |
| Freight Report | View the Freight income related to sales transactions | NO |
| ITO Detail Report | View the detailed ITO (Transfer) report - showing all transfers made in the system | YES |
| PO Detail Report | View the detailed Purchase Order Report | YES |
| Voucher Creation Summary | View the Voucher Creation Summary Report | NO |
| Staff Purchases | View the 'Staff Purchases' report | YES |
| Report Sales Daily / Monthly | View the Sales Daily / Monthly report | YES |
| Newsletter | Setup, create, and send an email based newsletter to your customers | NO |
| Gross Profit Report | View the Gross Profit Report | YES |
| Loyalty Configuration | Setup and configure the loyalty system | NO |
| Customer Activity Report | Access and use the Customer Activity Report | NO |
| Register Setup | Create and edit the names and details of 'Cash registers' associated with Outlets at POS | NO |
| Stock Take Authorisation | Authorise a Stock Take (via wireless scanning method) | YES |
| Product Search Management | Search on Products, and view their cost prices, and be able to edit, change, maintain product details | YES |
| Max Discount Rules | Setup and configure the discounting rules, being applied to products and sales | YES |
| Staff Sales Export | View the Staff Sales Export report | YES |
| Stock Forecast Report | Stock Forecast Report | YES |
| Regions | Add / Edit / Remove Regions | NO |
| Account Payments Report | Manage payments from your account customers | NO |
| Account Statements Report | View and send out statements to your account customers | NO |
| Account Payment Terms | Change the payment term messages that appear on PDF statements | NO |
| Shipping Ports | Manage your list of Shipping Ports | NO |
| Purchasing Cash Flow Report | View the Purchasing Cash Flow Report | YES |
| Stock Adjustment Report | This report displays all stock adjustments made over time, including 'Manual Stock Adjustments' applied and 'Stock Take Adjustments' applied | YES |
| Inventory Planning Export | View the Inventory Planning Export | YES |
| Style Performance | View the Style Performance Report | YES |
| POS Multi Buy Discounts | Configuration of discounts for multiple purchases at POS | YES |
| Stock Holdings Report | YES | |
| Customer Download | NO | |
| Sales Channels | Manage Sales Channels | NO |
| Source Groups | Manage Source Groups | NO |
| Package Details Report | YES | |
| Picking / Dispatch Summary Report | YES |
Point of Sale Security
POS has its own separate set of security Profile Settings to allow for flexibility.
Staff > POS Security Settings
To block a staff role from accessing cost price and profit information at the POS, edit the POS Security Profile for their role and make sure you remove the tick from the Show Costs feature.