TABLE OF CONTENTS

Group Settings are applied for permissions and settings through the iPad app. 

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

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


Note: The initial system is deployed with a default group called "Default Group". This should be edited to match the specific business requirements.
After creating new groups, review WOS Operations Users to assign group to users.


Manage Groups

  1. Go to Admin -> Users, then click the WMS Fusion Groups tab
  2. Click on an existing Group or click on Create New
  3. Make the necessary edits to the settings
  4. Click Save


Note: The Duplicate Group button will copy all existing group settings into a new group. This is an easy way to make new Groups that only have slightly different settings.


Delete Groups

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


Group Options

Picking

Applies to both Batch Pick and Single Pick

  • Verify Location - Requires a scan of a location before you can complete the pick
  • Verify Item - Requires a scan of an item or item’s UPC before you can complete the pick

  • Verify Quantity - Requires a scan of item for each count (ie Qty=3 requires 3 item scans). Quantity can also be entered 


    Note: When Verify Item and Verify Quantity are both selected, the item must first be scanned to verify that it's the right item and then scanned again to be counted against the first quantity of the pick.

  • Auto Next Pick - After completing a pick, the user is automatically shown the next pick instead of returning to pick list

  • Do Cart Picking - Forces a user to scan a cart before picking. Any subsequent picks will be placed on that cart


    Warning: If Do Cart Picking is disabled, there won't be a cart to scan into Packing, Verify, or PackOne. Order Numbers can be scanned into Packing and Verify to complete the orders one by one. But because PackOne completes orders by scanning the single item on the order, this app can't be used if a cart wasn't used during picking.

  • Complete On Verify Scans - System will auto complete the pick operation when the quantity scans equal the requested quantity

  • Allow Pick Location Override - The User may select to pick inventory from a different location than the location assigned during allocation
  • Show Remaining Inventory - During the picking operation, the system will display the remaining inventory quantity for the location
  • Allow Pick Staging - User scans a barcode to identify where a cart is being staged


Single Pick

Applies only to Single Pick

  • Enter Pick Order Number - System will not automatically download an order to the iPad tablet, the User must scan/enter the Order to pick
  • Show Order Notes Button - Display Order Header Notes button allowing User to view Order Notes at will
  • Force Show Order Notes - System will force Order Notes to be displayed on entering a Single Pick order
  • Swap Description/Notes - On Pick screen, swap the positioning of the Description and Notes display
  • Swipe vs Scan - Recommended when scanner not being used, Swipe (finger swiping gestures) may be used instead of touching specific buttons on screen
  • Allow Convert Order Detail Line to Eaches - If Setting -> Configured for Case == true, allows User to convert a Case pick to an Each pick
  • Show Weight Button - Calculates the current weight of product on Cart and creates Weight Trigger if configured
  • Single Pick Disable Qty Popup - Disables the ability to enter a quantity instead of scanning each item


Batch Pick

Applies only to Batch Pick

  • Verify Cart Compartment - On the Batch Put screen, each compartment listed for an item needs to be scanned before completing the pick
  • Batch Picks Before Puts - Allows multiple picks to be removed from the shelf and staged before the items are then put into the compartments on the cart
  • Allow Batch Pick Skip - The User may choose to skip a pick into a compartment without shorting the pick
  • Cart Type Selection - Requires the user to scan the cart before being assigned a batch. Scanning the cart filters available batches to only those that match the given cart type
  • Enable Put Complete Scan - Allows the picker to scan the cart to complete the picks instead of scanning the compartments


Packing

  • Enable PackAll Function - 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
  • Allow Close All - Enables a button to close all boxes in a single action
  • Scan Each Item When Packing - Requires the quantity be verified by scanning each item
  • Allow Packing Staging - User may scan a location to stage a packed package
  • Allow Pre Packing Staging - User may scan a location to stage a cart prior to packing
  • Force Show Notes - System will force Order Notes to be displayed before allowing to pack the order
  • Packing Enable Box Type Selection - Forces Box Type selection before allowing to close the shipping box
  • Force Scan Non Zero Qty items - Forces Scanning of Non Zero Qty Items 


Verify

  • Allow Verify All - Verify All button is enabled
  • Scan Each Item - User may scan each individual item to verify quantities
  • Force Verify Lot Scan - User must scan the Lot Id prior to completing
  • Record LPN - Scan/assign an LPN as Order is verified
  • Force Show Notes - System will force Order Notes to be displayed before allowing to verify the order
  • Verify Enable Box Type Selection - Forces Box Type selection before allowing to verify the order
  • PackOne Enable Box Type Selection - Forces Box Type selection before allowing to PackOne verify the order


Receiving/Putaway

  • Hide Expected Qty - Perform a blind count on the received quantity, hiding the expected quantity so the user can't visually verify the number of items
  • Force Receive Item Scan - Force User to scan item instead of being able to touch the screen
  • Receive to Storage - Receive and Putaway product in one step. Must be into a non Receiving type location
  • Verify Item on Putaway - Force User to scan Item before completing Putaway
  • Putaway Verify Home Location Scan - Forces the Putaway to be to the Item's Home Location
  • Scan Each Item Receiving - Requires the quantity be verified by scanning each item


Manage Inventory

  • Allow Inventory Put - Enables the Put operation within the Manage Inventory app

  • Allow Inventory Pull - Enables the Pull operation within the Manage Inventory app
  • Allow Inventory Move - Enables the Move operation within the Manage Inventory app
  • Allow Location Move - Enables the Location Move operation within the Manage Inventory app, allowing a user to move an entire location with multiple items in a single transaction
  • Restrict Inventory Moves Between Areas - Move area is restricted to only allow inventory to be moved within the same Area
  • Default Quantity to 1 - When the quantity popup appears, defaults the entered quantity to 1
  • Quantity 1 Put Scan - Disables the quantity screen and sets each item scan on Inventory Put to 1
  • Require PO Number - User will be forced to scan/enter a PO Number when performing a Put operation.
  • Manage Inventory Display Case Qty - If Setting ->Configured for Case == true, Manage Inventory will display quantities in Cases (default is Eaches)
  • Enable Reason Codes on Put - Require user to enter a Reason Code when performing a Put operation
  • Enable Reason Codes on Pull - Require user to enter a Reason Code when performing a Pull operation
  • Enable Reason Codes on Move - Require user to enter a Reason Code when performing a Move operation
  • Reason Code Mode - Configures when a Reason Code is required
  • EachTransaction - 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


Cycle Count

  • Hide Cycle Count Quantity - Perform a blind count by hiding the current location quantity so the user can't visually verify the number of items
  • Scan Each Item Cycle Count - Requires the quantity be verified by scanning each item


Apps

  • Enable Single Pick - Enables users to use the Single Pick App to pick one order at a time
  • Enable Batch Pick - Enables users to use the Batch Pick App to pick multiple orders in one pass
  • Enable Batch Build - Enables users to use the Batch Build App to dynamically build batches by scanning order numbers into compartments
  • Enable Cycle Count - Enables users to use the Cycle Count App
  • Enable Packing - Enables users to use the Packing App to clear a cart and pack orders
  • Enable Receiving - Enables users to use the Receiving App to receive inventory against a purchase order
  • Enable Verify - Enables users to use the Verify App to clear a cart and pack/verify orders
  • Enable Manage Inventory - Enables users to use the Manage Inventory app to perform Puts, Pulls, and Moves against inventory
  • Enable Putaway - Enables users to use the Putaway app to put received inventory onto a shelf location
  • Enable Replenishment - Enables users to use the Replenishment app to see queued replenishment tasks
  • Enable PackOne - Enables users to use the PackOne App to clear a cart and pack/verify single line orders