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Selling tab is missing

Updated over a week ago

Here is how to add the "Selling" tab for a user via FocalPoint administrator;

  1. Go to Security Profiles

  2. Highlight the profile the user is under

  3. Click Edit

  4. Click on the Security tab

  5. Highlight Forms

  6. On the right, Highlight Sales Invoices and click Enable.

The user will also need usage rights, to do this, do the following;

  1. Go to System options

  2. Go to Sales & Billing

  3. Go to Sales Invoices Setup

  4. Highlight the relevant Sales Invoice and click Usage at the bottom.

  5. Scroll down to the user's ID and tick the relevant boxes to the right of it.


The user will now have the Selling tab show up within their FocalPoint Application.
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