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What a Client user with full permissions can see and do
See exactly what a Client login can see and do in Zenventory, area by area, from the Dashboard to Reports and Admin.
If you're running Zenventory as a 3PL, the Customer permission gives each of your clients their own login scoped to their own account. This article breaks down exactly what's visible and usable from a Client login, area by area. For how to assign the Customer permission itself, see Understanding User Roles and Permissions.
A Client login only ever sees that one client's own data, every order, item, report, and dashboard figure is automatically scoped to their account. Each login belongs to exactly one client, so a single Client login can't be shared across multiple client accounts, if someone at your 3PL needs visibility into more than one client, give them a separate login for each.
| Area | Available | Not available |
|---|---|---|
| Dashboard | Order Overview (orders, shipments, and sales, with map and chart), Announcements, plus the Zenventory News, Open Orders, Unallocated Orders, and Backorders widgets | Low Stock Report, Orders Ready to Ship, Today's Deliveries, Active Cycle Count, Expiring Stock, Highest Turnover Items, Lowest Turnover Items, Par Level vs Actual, System Log History |
| Purchasing | New Purchase Order, My Drafts, All Open, Search | Nothing is restricted in this section |
| Receiving | Search | Receive With PO, Receive Without PO, Transfer |
| Inventory | List Inventory, Item Find | Put Away, Assemble, Cycle Count, Transfer, Reorder |
| Orders | Open Orders, My Drafts, New Order, On Hold, Allocate, Dispatched, Returns, Search | Pick, Pack Verify, Ready to Ship, Ship, Batches |
| Reports | All five categories: Inbound, Purchasing, Inventory, Fulfillment, Shipment | Within Inventory Reports: Accuracy, Cycle Count Details, Warehouse & Locations Export. Within Fulfillment Reports: Performance, Picker Performance, Quick Issue, Quick Issue Detail. Purchasing, Inbound, and Shipment Reports have nothing blocked. |
| Admin | Items, Suppliers, Customers, View Charges, and Integrations for their fulfillment provider (also requires the Importer permission) | Company, Users, Warehouses, System, Billing, Clients, Support |
| Item edit page (under Admin > Items) | Basic, Units, Warehouse, Supplier, Variants, Integration Mappings, Timeline tabs | Shipping, Raw Material, Missing Serial Numbers tabs |