AutoCount Filter by Salesman Module

Key Features

• Control user access based on sales agent assignments
• Control user access based on purchase agent assignments
• Assign one or multiple permitted agents to each AutoCount user
• Restrict users to billing documents belonging to selected agents
• Restrict access to customers associated with other sales agents
• Limit access to applicable reports based on agent permissions
• Apply agent filtering within AutoCount lookup screens
• Improve customer and transaction data privacy
• Reduce unauthorised access to other salespeople's customer information
• Support better internal control for multi-user sales environments

System Compatibility

• Designed for use with AutoCount Accounting
• Configured through AutoCount User Maintenance and Document Control By Agent
• Supports filtering by Sales Agent and Purchase Agent
• Can work with Apply Filter by Agent in Lookup Editor
• Suitable for Malaysian SMEs with multiple salespeople, agents or user accounts
• Available functions may depend on your AutoCount edition, licensed modules and system configuration

Who Should Use AutoCount Filter by Salesman Module?

AutoCount Filter by Salesman Module is suitable for Malaysian SMEs with multiple salespeople, sales teams or purchase agents that need to restrict each user's access to selected customers, transactions and reports.

Frequently Asked Questions

What is AutoCount Filter by Salesman Module?
AutoCount Filter by Salesman Module is an access control module that limits users to selected sales or purchase agents and their related customers, billing documents and reports.

Can each salesperson only view their own customers?
Yes. Businesses can assign permitted sales agent codes to a user so that the user can only access customer and transaction information associated with those agents.

Can one user access more than one salesman?
Yes. Multiple sales agent codes can be assigned to the same user depending on the required access permissions.

Can it also restrict purchase agents?
Yes. AutoCount provides similar filtering for purchase agents, allowing businesses to control access according to permitted purchase agent codes.

Can users be prevented from viewing other salespeople's price history?
Yes. When the appropriate agent filtering settings are enabled, users can be restricted from viewing customer information and price history associated with other agents.

Can agent filtering apply when selecting customers?
Yes. AutoCount provides an Apply Filter by Agent in Lookup Editor setting that can restrict users to customers associated with their permitted agents.

Who should use AutoCount Filter by Salesman Module?
It is suitable for businesses with multiple sales or purchase agents that need stronger control over customer visibility, transaction access and internal financial data.