TABLE OF CONTENTS

The WOS Fulfillment app utilizes a separate set of permissions from the WMS Fusion app. 

  • WMS Fusion utilizes Groups
  • WOS Fulfllment utilizes User Groups

The details below are related to the User Groups that are used to control permissions in the WOS Fulfillment app.


WarehouseOS distinguishes between Accounts that will log into WOS Manager and Users that will log into WOS Fulfillment. 

Users are organized into User Groups to assign permissions to WOS Operations. Because a User is assigned to a User Group, processes can differ for warehouse employees based on skill, experience, or job responsibilities.


User Groups are more granular and provide more control over permissions within the WOS Fulfillment app. Permission settings are organized first by operation within the WOS Fulfillment app, then by function. It should match very closely to the actual experience selecting a function within WOS Fulfillment.


Note: There is no default settings on first implementation. The first group will need to be created.
After creating new User Groups, review WOS Operations Users to assign User Groups to Users.


Manage User Groups

  1. Go to Admin -> Users
  2. Click on the WOS Fulfillment User Groups Tab
  3. Click on an existing Group or click on Create New
  4. Make the necessary edits to the settings
  5. Click Save


Delete User Groups

  1. Go to Admin -> User Groups
  2. Click on an existing User Group or click on Create New
  3. Click Delete
  4. When the confirmation page loads, click Delete again


User Group Options

Sections of User Group will be added as more operations and functions are built into the WOS Fulfillment App.

General

Applies to the entire WOS Fulfillment app

  • Enable Session Timeout - With this setting enabled, a User will be logged out of WOS Fulfillment after being inactive
  • Inactive Time Frame - How long the WOS Fulfillment app waits before logging out an inactive User
    • 3600 Seconds is 1 hour
    • 86400 seconds is 1 day
  • Rapidscan Time Delay - Specifies the time delay, in milliseconds, for all rapidscan enabled features. (The default delay is 250ms, please contact support for questions about the rapidscan feature)


Home

  • Enable General Search - Enables users to use the search function to lookup orders, items, carts, or locations.

Receiving

  • Receiving
    • Enable Receiving App - Enables users to use the Receiving app.
    • Restrict POs by Area - Filters open POs to only show ones that are in the user's assigned areas.
    • Restrict Receipts by Area - Filters the available receiving locations to only show ones that are in the user's assigned areas. 
    • Require Scan Each item - Requires each item to be scanned to set receive quantity
    • Allow Tap Selection - Allows tapping on an item instead of requiring a scan
    • Receive to Storage - Putaways are immediately performed and inventory is created in the received locations. Sometimes referred to as 1-step receiving. Auto-Approve Receipts must be on.
    • Auto-approve PO Receipts - PO receipts are immediately received when they are committed
    • Allow Receive All - Allows all lines to be received in full
    • Allow Over Receipts - Allows receiving more than the PO quantity
    • Allow Multiple-Item Override - Allows overriding the default PO or line to be received against when working against multiple lines for the same item
  • Blind Receiving 
    • Enable Blind Receiving App - Enables users to use the Blind Receiving app

    • Restrict Receipts By Area - Filters the available receiving locations to only show ones that are in the user's assigned areas. This setting relies on “Receive To Storage" being enabled.

    • Receive To Storage - Putaways are immediately performed and inventory is created in the received locations. Sometimes referred to as 1-step receiving.

    • Auto Approve Purchase Order Receipts - PO receipts are immediately received when they are committed.

    • Allow On The Fly Item Creation - Allows items to be created on-the-fly during the receiving process.

    • Require Scan Each - Requires each item to be scanned to set receive quantity.

  • Putaway 

    • Enable Receiving Putaway App - Enables users to use the Putaway app.

    • Restrict Putaways By Area - Filters the available putaway locations to only show ones that are in the user's assigned areas.

    • Allow Receipt Edits For Errors - Allows the adjustment of the received quantity to be modified based on a given issue quantity.

    • Request Putaway To Preferred Location - Prompts the user to putaway to the preferred location when they attempt to putaway to another location.

    • Require Scan Each - Allows items to be created on-the-fly to set receive quantity.

    • Allow Tap Selection - Allows tapping on an item instead of requiring a scan.

Packing

  • Enable Packing App - Enables users to use the Packing app
  • Enable Pack All - Enables a button that will Pack all remaining items into the current open Box
  • Close on Pack All - If PackAll is enabled, close all the open Boxes when the PackAll button is pressed
  • Enable Close All - Enables a button to close all Boxes in a single action
  • Require Box Type Selection - Forces Box Type selection before allowing to close the shipping box
  • Require Item Validation - Requires the Item and quantity be validated by scan or tap on each line
  • Require Item Scan Validation - Disables the ability to tap on the line items to validate them
  • Require Lot - Requires Lot Number be provided for Lot Enabled items
  • Require Serial - Requires Serial Number to be provided for Serial Enabled items
  • Allow Short Packing - Allow Users to short Pack an Order if necessary
  • Allow Box Reopening - Allows Users to reopen a Box while packing
  • Force Show Order Notes - Shows the notes for an Order when starting to Pack the Order


Replenishment

  • Pick
    • Enable Replenish Pick - Enable Users to use the Replenish Pick app
    • Restrict by Area - Restricts users to put to assigned areas
    • Require Location Scan - Requires the location be scanned when performing a pick.
    • Require Scanning Each Item - Requires each item be scanned to set pick quantity.
    • Allow Tap Selection - Allows the user to tap on a line for location or item instead of requiring a scan
    • Allow Lot Selection - Instead of requiring a Lot to be scanned, show Lot numbers and allow user to identify the lot from a list.
  • Put

    • Enable Replenish Put - Enable Users to use the Replenish Put app.

    • Restrict by Area - Restricts users to put to assigned areas.

    • Require Scanning Each Item - Requires each item be scanned to set put quantity.

    • Allow Tap Selection - Allows the user to tap on a line for location or item instead of requiring a scan.

    • Request Put to Home Location - Reminds user that Put should be done into the item’s Home Locatio

    • Allow Lot Selection - Instead of requiring a Lot to be scanned, show Lot numbers and allow user to identify the lot from a list.

Cycle Count

  • Enable Cycle Count App - Enables users to use the Cycle Count app 
  • Enable Location Spot Count - Enables users to perform location spot counts
  • Enable Item Spot Count - Enables users to perform item spot counts 
  • Enable Recount - Enables users to perform recounts 
  • Require Different User for Recounts - Prevents the user who performed the original count from performing recounts against the original count. Instead, any other user must perform the recounts against the original count.
  • Enable Blind Counts - Hides the current inventory quantity during a count so the user doesn't have an expected count quantity 
  • Warn for Missing Items - Display a warning during a count if an item's quantity will be set to 0 because the item was not included in the count
  • Restrict by Area- Restricts users to cycle count in assigned areas
  • Require Scan Each Item - Requires each item to be scanned to set count quantity 
  • Allow Tap Selection - Allows the user to tap on an item instead of requiring a scan 
  • Allow Lot Selection - Instead of requiring a lot to be scanned, show lot numbers and allow user to identify the lot from a list


Manage Inventory

Each function has a dedicated section to allow more granular controls

  • Enable Inventory (Pull | Put | Move) - Enables users to use the desired function in the Manage Inventory app
  • Restrict (Pull | Put | Move) by Area - Restricts the User from performing inventory transactions to only Areas assigned to the User
  • Require Scan Each Item - Requires each Item be scanned to indicate the desired quantity (Scan for each instead of typing in a quantity per scan)
  • Allow Tap Selection - Allows the User to tap a line to identify second option instead of requiring a scan
  • Enable Reason Codes - Require User to enter a Reason Code when performing a inventory transaction
  • Reason Code Mode - Configures when a Reason Code is required
    • Each Transaction - A Reason Code will be required after the Item and Location scan for each transaction
    • PerSession - A Reason Code will be required when entering the operation and that same Reason Code will be used for all transactions until the operation is changed