Security

The WDCS provides the flexibility to adapt to most standard warehouse operations and needs. This flexibility is achieved by enabling or disabling various areas or restrictions within the system. Most of these settings can be configured using the Maintenance screen. Each setting includes a written description to ease the configuration process.

The User Access Groups and Users tabs can be found in the Maintenance tab. Please visit Maintenance for more information.

User Access Groups

A group may consist of one or multiple users and is used to assign rights, allowing a set of users to access specific areas. On this screen, users can view the permissions of each group by clicking the three dots and selecting the Edit button in the right corner or by clicking the username.

User Access Group Permissions

After being redirected to this screen, the user can view all the information and permissions associated with a specific group, such as the Group Name and Description.

The available permissions are:

Users

On the Users screen, users are created in the system. A user exists only in the active warehouse. If a user is needed in two different warehouses, the user must be created for each warehouse independently. Each user must be assigned to a group.

The fields on the Users screen are as follows:

By clicking the three dots on the right side of any user account and selecting Edit, the user can modify the selected user account.

Edit Users

In the Edit Users screen, you can modify existing user accounts. Users can permit or deny access to Web or Mobile, change the Warehouse, grant WIP access, and change the Group a user belongs to.

Inventory

The Inventory tab in the user group configuration contains settings related to inventory, such as Report Access, Cycle Count, Inventory Adjustments, Replenish, Rebuild Pallet, and Unload Pallet. The options for these settings include Deny, View and Execute, or View Only. The Rebuild Pallet and Unload Pallet settings can also be toggled as active or inactive.

• Reports: Allows users to execute reports on the WDCS Web Manager. If granted, users in the group can view and/or execute reports they have access to.
• Cycle Count: Enables users to create and execute cycle counts of inventory. This feature allows management to view partial or full warehouse inventory. When creating a new cycle count, users can name the count, set a start date, mark it as active or inactive, and select locations for the count.
• Inventory Adjustments: Allows users to add or remove inventory items/pallets, affecting the warehouse inventory.
• Replenish: Enables users to replenish inventory by adding new goods to the warehouse inventory.
• Rebuild and Unload Pallet: Allows users to create pallets in inventory, adding or removing boxes as needed.

Receiving

The Receiving tab contains settings for Receiving Configuration, Receiving from Production, Put Away, Receiving Adjustments, and Create Purchase Orders. The options for these settings include Deny, View and Execute, or View Only. The Create Purchase Order setting can also be toggled as active or inactive.

• Receiving: Allows user groups to receive purchase orders via the mobile device in the receiving menu of the WDCS console application.
• Receiving from Production: Enables receiving inventory from production, which is added to the warehouse inventory.
• Put Away: Grants or denies access to put-away transactions in the inventory on mobile units.
• Receiving Adjustments: Allows reopening or voiding receiving orders. This is useful if a purchase order does not contain the expected merchandise, enabling the order to be reopened later.
• Create Purchase Orders: Allows user groups to create purchase orders for the warehouse.

Picking

The Picking tab includes settings for Picking, Wave Orders, Picking Adjustments, and Trip Maintenance. The options for these settings include Deny, View and Execute, or View Only. The Trip Maintenance setting can also be toggled as active or inactive.

• Picking: Enables the execution of picking sales order transactions in the warehouse via mobile units.
• Wave Orders: Allows the creation and updating of wave orders, which group multiple orders.
• Picking Adjustments: Enables reopening and voiding picking order transactions from a mobile unit.
• Trip Maintenance: Allows the creation, updating, and assignment of trips by selecting the best routes for carriers.

Shipping

The Shipping tab contains settings for Shipping, Returns, and Return Merchandise Authorization (RMA). The options for these settings include Deny, View and Execute, or View Only.

• Shipping: Allows user groups to ship sales orders directly to clients.
• Returns: Enables inventory picking returns from the mobile unit back to the warehouse.
• Return Merchandise Authorization (RMA): Allows the creation, updating, and execution of RMAs for product returns, refunds, replacements, or repairs.

List

The List tab configures access to view items, vendors, and customers in the WDCS Web Manager. The options for these settings include Deny, View and Execute, or View Only. Vendor and Customer settings can also be toggled as active or inactive.

• Items: Allows user groups to view items.
• Vendor: Grants or denies access to view vendors.
• Customer: Grants or denies access to view customers.

Transfer

The Transfer tab includes settings for Transfer Access and Inter-Warehouse Transfer Transaction Management. The options for these settings include Deny, View and Execute, or View Only.

• Transfer: Enables inventory transfers from the mobile unit to other warehouses.
• Inter-Warehouse Transfer: Allows inventory transfers between warehouses. Inventory is reduced in the source warehouse and increased in the destination warehouse.

Maintenance

The Maintenance tab configures access for Security, User Groups, Warehouse, Locations, UPC, and other settings. Additional options include Carrier Maintenance, Path Maintenance, Label Maintenance, Reason Codes, Entity Group, Company, Workflow, Reprint, and Data Upload. The options for these settings include Deny, View and Execute, or View Only. Data Upload can also be toggled as active or inactive.

Interface

The Interface tab grants access to view and/or modify Users, Activity, Shipping, and Receiving. The options for these settings include Deny, View and Execute, or View Only.

Interface Options allows user groups to access the following interface optios:

• Users that allows to create users that only has the interface access.
• Activity grant or deny access to view the activity log on the web interface.
• Shipping that allows user groups to reprocess shipping transactions.
• Receiving allows user groups to view the receiving order history.