User permissions for a cycle count or full-store inventory

If your staff is going to assist with cycle counts, you may need to update their User permissions (temporarily or indefinitely). The permissions they'll need depend on what part of the cycle count they're helping with.

Exporting Ascend data to your inventory scanner


A User needs to have the User permission Import/Export Data checked to export the file from Ascend to the scanner. It also lets them import the file back into Ascend after they're done scanning.

1. Select the Database Explorer icon > Users or select the View dropdown > Users.
2. Double-click the User name to edit their profile.
3. Select the Permissions Tab in the Edit User window.
4. Scroll to find the box for Import/Export Data and check the box.
5. Select Save.

Sherpa Tip

The Administrator and Manager user permission templates automatically check off the Import/Export Data box. The Cashier template does not.  

Investigating products and inventory reconciliation


After the product file is imported into Ascend, the User needs to investigate product quantities that are "off," and then reconcile the numbers once everything has been tracked down.

To investigate products, they'll need these permissions:
  • Products/Vendor Products - Adding
  • Products/Vendor Products - Modifying 
  • Products/Vendor Products - Viewing 
  • Inventory Adjustments - View
To reconcile inventory, they'll need these permissions:
  • System Tools
  • Allow Commands in SQL Query Window
  • Inventory Adjustments - Add (only needed if the user will be manually adjusting item quantities prior to reconciling - for example, if they discover that shop or display use items were never properly recorded as such)
  • Reports
You can find these permissions by using steps 1-3 above.

Additional Resources


Article: Prepare for a full-store physical inventory

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