The access permission allows an employee to customize the inventory document form: add and hide fields, change the display order. For example, if employees are responsible for receiving products at the warehouse, they can move the fields for the inventory document number and stock receipt date higher in the form.
Go to the CRM section > Settings > Inventory access permissions. To allow an employee to modify the inventory document form, ensure they have the following permissions enabled:
- View product catalog
- View Inventory Management area
- Edit inventory object view form
- Access specific document types
The access permission allows customizing the set of fields in the form but does not grant the ability to view or edit specific documents. To enable an employee to process stock receipts, transfers, or write-offs, assign separate permissions for the corresponding document types.
Once the settings are saved, the employee will be able to modify the set of fields in the document form.
The general form layout for the entire team can be configured by a Bitrix24 administrator or an employee with the "Allow settings changes" permission in CRM access permissions. This employee can modify the document form and save it as a template. Other users will see the same structure.
