Install the app and assign roles

Install the app and assign roles

Step 1 - Install

Install LataSys: 3PL Connector from the Apps menu. The module depends on Sales, Inventory (with delivery), Purchase and Expiration Dates - Odoo installs these automatically if they are missing.

After installation a new 3PL Connector app appears in the main menu with: Dashboard, Operations (Orders, Products, Suppliers, ASNs / GRNs, Returns, Inventory Syncs), Sync Log and Configuration.

Step 2 - Assign roles

Open Settings > Users, pick a user, and set the 3PL Connector role. There are three levels; each includes everything below it:

  • Read Only - sees the dashboard, all operations data and the Sync Log. No buttons, no changes. For finance, customer service or anyone who needs visibility without risk.
  • Ops - everything Read Only can, plus every day-to-day operation: send orders, poll statuses and returns, run inventory syncs, push products, create returns, retry and acknowledge log entries. Ops users cannot see credentials or change configuration.
  • Admin - full access including credentials, providers, mappings and sync settings.

See Roles and security for the complete permission matrix.

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