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Permissions

Latner uses a group‑based permissions model, where permissions are organised into groups that typically align with departments or functional areas. Each Permission Group contains different modules, which define the scope of access:

Screen - Controls visibility and access to specific screens.

CRM
This will allow users to search CRM

Mobile CRM
This will allow users to view CRM on a mobile device.

CRM Dashboard
This will allow users to view the CRM Dashboard in the home screen

CRM Dashboard Charts
This will allow users to view the CRM Dashboard Charts in the home screen

Sales Order
This will allow users to view the Sales Order screen

Rental Daybook
This will allow users to view the Rental Daybook screen.

Rental Quotes
This will allow users to search and view rental quotes.

Mobile Rental Quotes
This will allow users to view rental quotes on a mobile device.

Rental Contracts
This will allow users to search and view rental contracts.

Mobile Rental Contracts
This will allow users to search and view mobile rental contracts.

Transport Dockets
This will allow users to search and view transport dockets.

Transport Allocation
This will allow users to search and view transport dockets in the transport allocation screen.

Mobile Transport
This will allow users to view transport dockets on a mobile device.

Mobile Sanitation
This will allow users to view sanitation dockets on a mobile device.

Off Hires
This will allow users to search and view off hires.

Mobile Off Hires
This will allow users to search and view off hires on a mobile device.

Rental Returns
This will allow users to search and view rental returns.

Customer Rental Rates
This will allow users to search Customer Rental Rates

Mobile Returns
This will allow users to complete rental returns on a mobile device.

Rental Quote Dashboard
This will allow users to view the Rental Quote Dashboard in the home screen.

Rental Contract Dashboard
This will allow users to view the Rental Contract Dashboard in the home screen.

Sub Hire Profitability Dashboard
This will allow users to view the Sub Hire Profitability Dashboard in the home screen.

Stand Downs
This will allow users to search and view Stand Downs.

Cycle Billing
This will allow users to access and run cycle billing.

Sanitation Dockets
This will allow users to view and search Sanitation Dockets.

Operator Dockets
This will allow users to view and search Operator Dockets.

Sub Hire Orders
This will allow users to view and search Sub Hire Orders.

Equipment Stand Down Estimated Cost Dashboard
This will allow users to view the Equipment Stand Down Estimated Cost Dashboard in the home screen.

Equipment Dashboard
This will allow users to view the Equipment Dashboard in the home screen.

Equipment Performance/Utilisation Dashboard
This will allow users to view the Equipment Performance/Utilisation Dashboard in the home screen.

Equipment Availability Dashboard
This will allow users to view the Equipment Availability Dashboard in the home screen.

Equipment Profitability Dashboard
This will allow users to view the Equipment Profitability Dashboard in the home screen.

Equipment
This will allow users to search and view equipment

Customer Owned Equipment
This will allow users to search and view the customer owned equipment list

Internal Use Equipment
This will allow users to search and view the internal use equipment list

Mobile Equipments
This will allow users to view equipments on a mobile device.

Equipment Transfer Request
This will allow users to search and view equipment transfer requests

Equipment Transfer
This will allow users to search and view equipment transfers

Bulk Equipment Adjustments
This will allow users to complete a bulk equipment adjustment

Inspection
This will allow users to view inspections

Inspection Allocation
This will allow users to search and view inspections in the inspection allocation screen.

Mobile Inspection
This will allow users to view mobile inspections

Work Order Daybook
This will allow users to view the Work Order Daybook

Service Request
This will allow users to search and view service requests.

Work Order Quote
This will allow users to search and view work order quotes.

Work Order
This will allow users to search and view work orders.

Mobile Work Order
This will allow users to search and view mobile work orders.

Service Planning
This will allow users to search and view service planning.

Service Allocation
This will allow users to search and view service allocation.

Equipment Due For Service
This will allow users to search and view equipment due for service.

Timesheet
This will allow users to search and view timesheets.

Mobile Timesheet
This will allow users to search and view mobile timesheets.

Stock
This will allow users to search and view stock.

Serialized Stock
This will allow users to search and view serialized stock.

Stocktake
This will allow users to search and view stocktakes.

Stock Transfer Requests
This will allow users to search and view stock transfer requests.

Stock Transfers
This will allow users to search and view stock transfers.

Stock Adjustments
This will allow users to search and view stock adjustments.

Picking Lists
This will allow users to view and create picking lists.

Customer Dashboards
This will allow users to search and view Customer Dashboards

Customer Revenue Dashboards
This will allow users to search and view Customer Revenue Dashboards

Customer Daybook
This will allow users to view the Customer Daybook

Customers
This will allow users to search and view Customers

Customer Sites
This will allow users to search and view Customer Sites

Customer Contacts
This will allow users to search and view Customer Contacts

Customer Invoices
This will allow users to search and view Customer Invoices

Bulk Email Invoices
This will allow users to search and view Bulk Email Invoices

Customer Payments
This will allow users to search and view Customer Payments

Customer Deposits
This will allow users to search and view Customer Deposits

Supplier Daybook
This will allow users to view the supplier daybook

Supplier
This will allow users to search and view suppliers

Supplier Contacts
This will allow users to search and view supplier contacts

Supplier Pricing
This will allow users to search and view supplier pricing

Supplier Invoice
This will allow users to search and view supplier invoices

Supplier Rental Rate
This will allow users to search and view Supplier Rental Rates

Financial Dashboard
This will allow users to view the Financial Dashboard.

Financials Report
This will allow users view the Financials Report Screen.

Purchase Orders
This will allow users to search and view Purchase Orders.

Assets
This will allow users to access to Asset and Depreciation functionality if turned on in settings.

Finance Schedules
This will allow users to search and view Finance Schedules

Export & Import
This will allow users to search and view export and imports

Permission Group
This will allow users to search and view Permission Groups

Notification Group
This will allow users to view, edit, and create Notification Groups

User
This will allow users to search and view Users

Setting
This will allow users to access settings

Audit Log
This will allow users to view audit logs

Options - Controls access to actions or features within a screen.

Create Account
This will allow users to create an Account in CRM

Create Account Contact
This will allow users to create an Account Contact in CRM

Manage Account Contact Status
This will allow users to activate/deactivate an Account Contact

Convert To Customer
This will allow users to convert an Account into a Customer.

Create Lead
This will allow users to create a Lead.

Edit Lead
This will allow users to edit a Lead.

Create CRM Project
This will allow users to create a CRM Project

Create Opportunity
This will allow users to create an Opportunity.

Create Activity
This will allow users to create an Activity.

Create Industry
This will allow users to create an Industry.

Create Region
This will allow users to create a Region

Create Sales Order
This will allow users to create a Sales Order.

Edit Sales Order
This will allow users to edit a Sales Order.

Convert Sales Order
This will allow users to convert a Sales Order into a Customer Invoice.

Cancel Sales Order
This will allow users to cancel a sales order.

Email Sales Order
This will allow users to email a sales order.

Create Rental Quote
This will allow users to create a rental quote.

Create Rental Contract
This will allow users to create a rental contract.

Edit Rental Contract
This will allow users to edit a rental contract.

Add Rental Quote Details
This will allow users to add a details to a rental quote.

Add Rental Contract Details
This will allow users to add a details to a rental contract.

Add Sub Hire Order Expense Details
This will allow users to add manual Expense lines to Sub Hire Orders.

Email Rental Quote
This will allow users to email a rental quote.

Email Rental Contract
This will allow users to email a rental contract.

Email Sub Hire Order
This will allow users to email a sub hire order.

Email Rental Stand Down
This will allow users to email details about a Rental Stand Down.

Email Off Hire
This will allow users to email details about an Off Hire.

Send Rental Quote
This will allow users to send a rental quote.

Convert Quote to Contract
This will allow users to convert a rental quote to a rental contract.

Create Delivery
This will allow users to create a delivery from a rental contract.

Create Off Hire
This will allow users to create an off hire on a rental contract.

Create Return
This will allow users to create a return on a rental contract.

Change Equipment Number On Hire
This will allow users to change the Equipment Number on a Rental Contract Detail after it has been on hire. To be used carefully for fixing administrative errors.

Invoice Rental Contract
This will allow users to create invoices against a rental contract.

Upload Documents
This will allow users to upload a documents to a rental quote and rental contract.

Duplicate Rental Quote
This will allow users to duplicate a rental quote.

Duplicate Rental Contract
This will allow users to duplicate a rental contract.

Cancel Rental Quote
This will allow users to cancel a rental quote.

Cancel Rental Contract
This will allow users to cancel a rental contract.

Edit Rental Quote Details
This will allow users to edit the rental quote details.

Edit Rental Contract Details
This will allow users to edit the rental contract details.

Delete Rental Quote Details
This will allow users to delete rental quote details.

Delete Rental Contract Details
This will allow users to delete rental contract details.

Delete Invoiced Rental Contract Details
This will allow users to delete invoiced rental contract details

Create Additional Items
This will allow users to create additional items.

Add Additional Items
This will allow users to add details to an additional item.

Create Package
This will allow users to create Packages and Package Details.

Create Rental Rates
This will allow users to create a rental rate.

Create Rental Rate Variations
This will allow users to create a rental rate variation.

Edit Rental Rate Variations
This will allow users to edit a rental rate variation.

Add Rental Rates
This will allow users to add details to a rental rate.

Create Admin Charges
This will allow users to create an admin charge.

Add Labour Services
This will allow users to create a labour service.

Reopen Rental Contract
This will allow users to Reopen a Rental Contract that has been completed.

Create Stand Downs
This will allow users to add a Stand Down to a Rental Contract.

Preview Cycle Billing
This will allow users to preview cycle billing.

Create Cycle Billing
This will allow users to create invoices from cycle billing.

Create Sanitation Dockets
This will allow users to Create Ad Hoc Sanitation Dockets.

Complete Sanitation Dockets
This will allow users to Complete Sanitation Dockets.

Create Operator Dockets
This will allow users to Create Operator Dockets.

Complete Operator Dockets
This will allow users to Complete Operator Dockets.

Approve Operator Dockets
This will allow users to Approve Operator Dockets.

Create Lead Sources
This will allow users to create a Lead Source.

Change Off Hire Date
This will allow users to change the date of an existing Off Hire.

Confirm Off Hire Details
This will allow users to Confirm the Rental Contract details being Off Hired on a Requested Off Hire when they are initially unknown.

Change Rental Return Date
This will allow users to change the date of an existing Rental Return.

Cancel Rental Return
This will allow users to cancel an existing Rental Return.

Update Rental Quote Branch
This will allow users to update the Branch of an existing Rental Quote.

Update Rental Contract Branch
This will allow users to update the Branch of an existing Rental Contract.

Update Rental Quote Customer
This will allow users to update the Customer of an existing Rental Quote.

Update Rental Contract Customer
This will allow users to update the Customer of an existing Rental Contract.

Postpone Rental Contract
This will allow users to postpone Rental Contracts.

Rental Rate Adjustment
This will allow users to make a rental rate adjustment after Invoicing has taken place.

Rental Rate Backdated Adjustment
This will allow users to make a backdated rental rate adjustment.

Change Rental Contract Revenue Splits
This will allow users to make changes to the Revenue Splits between Branches of a Rental Contract Detail line.

Create Rental Equipment
This will allow users to create a hire-able equipment

Create Internal Use Equipment
This will allow users to create an internal use equipment

Create Customer Owned Equipment
This will allow users to create a customer owned equipment

Edit Rental Equipment
This will allow users to edit a hire-able equipment

Edit Internal Use Equipment
This will allow users to edit an internal use equipment

Edit Customer Owned Equipment
This will allow users to edit a customer owned equipment

Create Equipment Category
This will allow users to create an equipment category

Create Equipment Class
This will allow users to create an equipment class

Create Equipment Make
This will allow users to create an equipment make

Create Equipment Model
This will allow users to create an equipment model

Create Document
This will allow users to add a Documents, Photos, Issue Photos to an equipment

Create Equipment Service Schedule
This will allow users to add a new equipment service schedule

Update Equipment Service Schedule
This will allow users to update an equipment service schedule

Delete Equipment Service Schedule
This will allow users to delete an equipment service schedule

Update Meter Reading
This will allow users to update the meter reading of equipment

Deactivate Equipment
This will allow users to deactivate equipment

Activate Equipment
This will allow users to activate equipment

Sell or Dispose Equipment
This will allow users to sell or dispose equipment

Bulk Equipment Adjustments
This will allow users to complete a bulk equipment adjustment from the equipment details screen

Assign Equipment QR Code
This will allow users to assign a QR Code to equipment from the equipment details screen

Download Equipment
This will allow users to download a csv of all equipment

Create Inspection
This will allow users to create an inspection manually

Complete Inspection
This will allow users to complete an inspection

Convert Inspection
This will allow users to convert an inspection to a work order

Approve Inspection
This will allow users to approve the completion of an inspection with failed checklist points

Cancel Inspection
This will allow users to cancel an inspection

Add Checklist to Inspection
This will allow users to manually add a checklist to an inspection

Download Inspections
This will allow users to download a csv of all inspections

Transfer Equipment
This will allow users to transfer equipment

Generate Equipment On Rent Report
This will allow users to generate a equipment on rent report.

Assign Skilled Person Rate Book
This will allow users to assign skilled person rate books.

Assign Work Order Technician
This will allow users to set the Fulfillment and assign Technicians to Work Orders.

Assign Secondary Technician
This will allow users to assign secondary technicians to a work order.

Create Service Request
This will allow users to create service requests.

Update Service Request
This will allow users to update service requests.

Create Work Order
This will allow users to create work orders.

Create Work Order Quote
This will allow users to create work order quotes.

Edit Work Order
This will allow users to edit work orders.

Edit Work Order Quote
This will allow users to edit work order quotes.

Add Timesheet to Work Order
This will allow users to add timesheets to a work order.

Add Stock to Work Order
This will allow users to add stock to a work order.

Add Expense to Work Order
This will allow users to add expenses to a work order.

Complete Work Order
This will allow users to complete a work order.

Approve Work Order Completion
This will allow users to approve the completion of a work order with failed checklist points

Cancel Work Order
This will allow users to cancel a work order

Reopen Work Order
This will allow users to reopen a work order

Email Work Order
This will allow a user to email a work order.

Email Work Order Quote
This will allow a user to email a work order quote.

Create Timesheet
This will allow users to create and edit timesheets.

Add Checklist to Work Order
This will allow users to manually add a checklist to a work order

Create Stock
This will allow users to create stock.

Create Stock Photo
This will allow users to create stock photos.

Create Serialized Stock
This will allow users to create serialized stock.

Edit Serialized Stock
This will allow users to edit serialized stock.

Edit Serial Number
This will allow users to edit the serial number of a serialized stock item.

Complete Stock Adjustment
This will allow users to complete a stock adjustment.

Update Stock Financial Details
This will allow users to update the financial details of stock.

Create Supplier Pricing
This will allow users to create supplier pricing.

Create Stock Type
This will allow users to create a stock type.

Create Stock Group
This will allow users to create a stock group.

Create Stock Sub Group
This will allow users to assign a stock sub group.

Create Stocktake
This will allow users to create stocktake.

Add Details to Stocktake
This will allow users to create stocktake details.

Export Stocktake
This will allow users to export a stocktake.

Import Stocktake Results
This will allow users to import stocktake results.

Convert Stocktake to Counting
This will allow users to convert stocktake to counting.

Request Stocktake recount
This will allow users to request a stocktake recount.

Complete Stocktake
This will allow users to complete a stocktake.

Cancel Stocktake
This will allow users to cancel a stocktake.

Create Stock Transfer Request
This will allow users to create a Stock Transfer Request.

Add Details to a Stock Transfer Request
This will allow users to add details to a Stock Transfer Request.

Process a Stock Transfer Request
This will allow users to process a stock transfer request.

Convert a Stock Request to Transfer
This will allow users to convert a stock request to a transfer.

Create Stock Transfer
This will allow users to create a Stock Transfer.

Add Details to a Stock Transfer
This will allow users to add details to a Stock Transfer.

Allocate Stock Transfer Picking Slip
This will allow users to allocate a stock transfer picking slip.

Send Stock Transfer
This will allow users to send a stock transfer.

Receive Stock Transfer
This will allow users to receive a stock transfer.

Create Customer
This will allow users to Create a Customer

Edit Customer
This will allow users to Edit a Customer

Create Cash (COD) Customer
This will allow users to Create only Customers with COD payment terms

Edit Cash (COD) Customer
This will allow users to Edit only Customers with COD payment terms

Create Customer Site
This will allow users to Create a Customer Site

Edit Customer Site
This will allow users to Edit a Customer Site

Create Customer Contact
This will allow users to Create a Customer Contact

Edit Customer Contact
This will allow users to Edit a Customer Contact

Manage Customer Contact Status
This will allow users to activate/deactivate a customer contact

Create Sales Rep
This will allow users to create a sales rep

Create Payment Term
This will allow users to create a payment term

Create Customer Category
This will allow users to create a customer category

Create Customer Invoice
This will allow users to Create a Manual Customer Invoice

Create Customer Payment
This will allow users to create a customer payment

Create Customer Deposit
This will allow users to create a customer deposit

Assign Rental Rate
This will allow users to assign a rental rate to a customer and customer site

Create Insurance Companies
This will allow users to create insurance companies

Create Insurance Types
This will allow users to create insurance types

Manage Customer Insurance Policies
This will allow users to Create, Edit, Deactivate and Delete Customer Insurance Policies.

Manage Credit Status
This will allow users to manage the credit status of customers

Email Customer Invoice
This will allow users to email a customer invoice.

Change Completed Invoice Date
This will allow users to change the date of a COMPLETED Invoice.

Cancel Customer Invoice
This will allow users to cancel a customer invoice.

Create Credit Note
This will allow users to create a credit note

Create Credit Note Approval Group
This will allow users to create a credit note approval group

Email Credit Note
This will allow users to email a credit note

Change Completed Credit Note Date
This will allow users to change the date of a COMPLETED Credit Note.

Refund Customer Payment
This will allow users to refund customer payments

Generate Customer On Rent Report
This will allow users to generate a customer on rent report.

Change Customer Code
This will allow users to change customer codes.

Create Supplier
This will allow users to create a supplier

Edit Supplier
This will allow users to edit a supplier

Manage Supplier Insurance Policies
This will allow users to Create, Edit, Deactivate and Delete Supplier Insurance Policies.

Create Supplier Site
This will allow users to create a supplier site

Edit Supplier Site
This will allow users to edit a supplier site

Create Supplier Contact
This will allow users to create a supplier contact

Edit Supplier Contact
This will allow users to edit a supplier contact

Manage Supplier Contact Status
This will allow users to activate/deactivate a supplier contact

Create Supplier Invoice
This will allow users to create a supplier invoice

Edit Supplier Invoice
This will allow users to edit a supplier invoice

Cancel Supplier Invoice
This will allow users to cancel a supplier invoice

Create Supplier Invoice Detail
This will allow users to create a supplier invoice detail

Edit Supplier Invoice Detail
This will allow users to edit a supplier invoice detail

Delete Supplier Invoice Detail
This will allow users to delete a supplier invoice detail

Create Supplier Credit Note
This will allow users to create a supplier credit note

Edit Supplier Credit Note
This will allow users to edit a supplier credit note

Cancel Supplier Credit Note
This will allow users to cancel a supplier credit note

Create Supplier Credit Note Allocation
This will allow users to create a supplier credit note allocation

Create Supplier Credit Note Detail
This will allow users to create a supplier credit note detail

Edit Supplier Credit Note Detail
This will allow users to edit a supplier credit note detail

Delete Supplier Credit Note Detail
This will allow users to delete a supplier credit note detail

Add Supplier Rental Rate Details
This will allow users to add details to Supplier Rental Rates.

Assign Supplier Rental Rates
This will allow users to assign Supplier Rental Rates to Suppliers.

Create Expense Types
This will allow users to create an expense type.

Change Supplier Code
This will allow users to change supplier codes.

Generate Supplier Revenue Report
This will allow users to generate supplier revenue reports.

Create Purchase Order
This will allow users to Create a Purchase Order.

Add Purchase Order Details
This will allow users to Add Details to a Purchase Order.

Confirm Purchase Order
This will allow a user to Confirm, Reopen and Cancel Purchase Orders.

Receipt a Purchase Order
This will allow users to Receipt a Purchase Order.

Cancel/Reverse a Purchase Order Receipt
This will allow users to Cancel/Reverse a Purchase Order Receipt.

Email Purchase Order
This will allow a user to Email a Purchase Order.

Create Finance Schedule
This will allow users to Create a Finance Schedule.

Cancel Finance Schedule
This will allow users to Cancel a Finance Schedule.

Export Data
This will allow users to export data

Import Data
This will allow users to import data

Create Users
This will allow users to create users

Create Permission Groups
This will allow users to create permission groups

Generate Transport Order PDF
This will allow users to generate a Transport Order PDF

Email Transport Order
This will allow a user to email a transport order.

Confirm Pick Up Details
This will allow users to Confirm the Rental Contract details being Picked Up on Transport Docket when they are initially unknown.

Configuration - Controls access to system setup and configuration options.

Pipeline Groups
This will allow users to search and view CRM Pipeline Groups configuration.

Opportunity Types
This will allow users to search and view CRM Opportunity Types configuration.

Opportunity Stages
This will allow users to search and view CRM Opportunity Stages configuration.

Activity Types
This will allow users to search and view CRM Activity Types configuration.

Industries
This will allow users to search and view CRM Industries configuration.

Call Types
This will allow users to search and view CRM Call Types configuration.

Admin Charges
This will allow users to search and view admin charges configuration.

Cancel Reasons
This will allow users to search, view and edit the cancel reasons configuration.

Labour Services
This will allow users to search and view labour services configuration.

Additional Items
This will allow users to search and view additional Items configuration.

Packages
This will allow users to search and view package configuration.

Rental Rates
This will allow users to search and view rental rates configuration.

Rental Rate Variations
This will allow users to search and view rental rate variations configuration.

Sanitation Services
This will allow users to search and view sanitation services configuration.

Lead Sources
This will allow users to search and view Lead Sources configuration.

Stand Downs Reason
This will allow users to search and view Stand Down Reasons configuration.

Transport Runs
This will allow users to search and view transport run configuration.

Rental Quote PDF Templates
This will allow users to search and view rental quote PDF templates configuration.

Rental Contract PDF Templates
This will allow users to search and view rental contract PDF templates configuration.

Equipment Category
This will allow users to search and create equipment categories

Equipment Class
This will allow users to search and create equipment classes

Equipment Make
This will allow users to search and create equipment makes

Equipment Model
This will allow users to search and create equipment models

Fuel Type
This will allow users to view and create fuel types

Equipment Adjustment Reason
This will allow users to search, view and edit bulk equipment adjustment reasons

Equipment Disposal Reason
This will allow users to view and create equipment disposal reasons

Equipment Transfer Reason
This will allow users to view and create equipment transfer reasons

Equipment Portal Documentation Type
This will allow users to view and create equipment portal documentation types

Checklist Templates
This will allow users to view and create Checklist Templates

Telematics Integration
This allows users to connect and configure Latner Software with third party telematics systems.

Skilled Person Rate Book
This will allow users to search and create skilled person rate books.

Work Order Reason
This will allow users to search and create work order reasons.

Work Order Category
This will allow users to search and create work order categories.

Skill
This will allow users to search and create work order skills.

Skilled Person
This will allow users to search and create skilled persons.

Service Request Type
This will allow users to search and create service request types.

Service Request Status
This will allow users to search and create service request statuses.

Timesheet Configuration
This will allow users to configure groups for timesheets.

Stock Type
This will allow users to search and create Stock Types.

Stock Group
This will allow users to search and create Stock Groups.

Stock Sub Group
This will allow users to search and create Stock Sub Groups.

Stock Adjustment Reasons
This will allow users to search, view and edit stock adjustment reasons.

Credit Note Approval Groups
This will allow users to search, view and manage credit note approval group configuration.

Sales Reps
This will allow users to search and view Sales Reps

Payment Terms
This will allow users to search and view payment terms

Customer Categories
This will allow users to search and view customer categories

Insurance Companies
This will allow users to search for insurance companies.

Insurance Types
This will allow users to search for insurance types.

Expense Types
This will allow users to search and view expense types configuration.

Companies
This will allow users to search and manage Companies.

Divisions
This will allow users to search and manage Divisions.

Branches
This will allow users to search and manage Branches.

Warehouses
This will allow users to search and manage Warehouses.

Sales Tax
This will allow users to search and manage Sales taxes.

Purchase Tax
This will allow users to search and manage Purchase taxes.

Accounting Integration
This allows users to connect and configure Latner Software with third party accounting systems.

Payment Gateway Integration
This allows users to connect and configure Latner Software with third party payment gateways.

Rouse Integration
This allows users to connect and configure Latner Software with Rouse Analytics.

Financials Report Config
This will allow users to view, create and edit Financials Report Configurations.

Purchase Order PDF Template
This will allow users to search and view purchase order PDF templates configuration.

Purchase Order Approval Groups
This will allow users to search, view and manage purchase order approval group configuration.

Webhook Integration
This allows users to connect and configure Latner Software with external webhooks.

Fields - Controls visibility or edit rights for individual fields.

Damage waiver
This will allow users to change the damage waiver percentage in rental quotes and rental contracts.

Environmental Levy
This will allow users to change the Environmental Levy percentage in rental quotes and rental contracts.

Edit Rental Rates
This will allow users to edit rental rates when adding details to a rental quotes and rental contracts.

Edit Excess Hours
This will allow users to edit maximum daily hours and excess hours rate when adding details to a rental quotes and rental contracts.

Allow Rates Below Floor Rate
This will allow users to enter in a rental rate & excess hours rate lower than than a floor rate.

Allow Transport Cost To Be Greater Than Charge
This will allow users to add a cost that is greater than the charge for external delivery & pick up dockets.

Allow Rates below Sub Hire Minimum Markup
This will allow users to add a rental line with a rate that is less than the minimum markup for sub hire lines.

Opening Equipment Balances
This will allow users to edit the Opening Balances for Equipment for Revenue, Service/Repair Costs and Depreciation Costs.

Customer Damage Waiver
This will allow users to change the damage waiver percentage for a customer.

Change Sales Rep
This will allow users to change the sales rep field of a Customer, Rental Quote, Rental Contract, Sales Order and Customer Invoice.

Asset Financial Details
This will allow users to view the financial details of an asset.

Complete Transport on Delivery/Pick Up Dockets
This will allow users to complete the transport for equipment when creating delivery/pick up dockets.

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