Published at: 2026-10-12
App And Feature Permissions
Configure the business roles, scenario roles, and order action types for FMCG ordering.
Overview
💡 Use App and Feature Permissions to define who can use Van Sales & Order Solicitation and which ordering actions they can configure.
Correct permission assignment is the basis for downstream field operations and reconciliation.
Before you begin
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Role permission: You must be a System Admin or a Field Operations App Admin.
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Completion Conditions: The FMCG Ordering app is activated and the field action module is available.
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Impact scope: Permission changes affect the ordering actions and Data Range visible to field roles.
Business roles
FMCG Ordering has four business role types:
| Role | Description |
|---|---|
| System Admin | Full feature and data permissions |
| Field Operations Admin | Manages field apps and actions |
| Department Manager / Department Assistant | Manages the department’s business and data |
| Regular Employee | Basic business operation permissions |
The Van Sales / Order Solicitation business scenarios involve four field roles: Driver, Warehouse Keeper, Finance Staff, and Salesperson.
Order action types
Ordering methods fall into three scenarios. Define the order action by scenario when you create an order action:
| Action | Description |
|---|---|
| Van Sales Ordering | Has a visit plan, places orders during visits, and completes sale / return / exchange / collection in one stop |
| Order Solicitation Ordering | The salesperson collects orders in-store; the delivery staff delivers and collects payment uniformly |
| Phone Ordering | No visit plan; orders are entered when the account calls to request goods |
Configuration steps
- Go to Field App > Field Settings > Field Actions.
- In the field action list, create an action or view ordering-type actions.
- Configure common ordering actions on the App home page for one-tap quick ordering (Action Configuration).
- Verify ordering capabilities: recent orders, view order history, order staging, and Print Receipt.
Verification
- Log in to the mobile client as the corresponding role and confirm the authorized ordering actions are visible.
- On the App home page, confirm the configured quick ordering entry is available.
- Submit a test order and verify that recent orders and order history are visible.