Making Changes to Team Permissions

  1. Log in to .wms.

  2. Click Settings on the top navigation bar then select WMSAccess Management from the drop-down menu.

    The WMSAccess Settings page displays.

  3. In the WMSAccess Permission Team Settings section, find and select the permission team you wish to change.

  4. Click Edit Team Settings.

    The Edit Team Permissions dialog box displays.

  5. Make your changes to the team permissions.

    The following are all optional fields and do not need to be completed. Leave the fields blank if they do not apply.

    Field

    Description

    Approver

    Enter the email address of the person who is to approve the permission changes.

    Warehouses

    Select from your available warehouses where the tenants' inventory is to be located.

    Available Freight Services

    Select from the available freight services that will be used to deliver the tenants orders.

    Manual Cost Centre Selection

    Select Yes or No from the drop-down list for the tenant user to be able to manually choose a cost centre.

    Adhoc Addresses

    Select whether the addition of manual addresses will be allowed. Choose Yes, No or Forced from the drop-down list.

    Approval Always Required

    Select Yes or No from the drop-down list for an order to always require approval.

    Customer Reference Required

    Select Yes or No from the drop-down list for a customer reference to be included in an order.

    Receiver Email Required

    Select Yes or No from the drop-down list for the tenant to be able to receive emails.

    Allow Urgent Orders

    Select Yes or No from the drop-down list for the tenant to be able to create an urgent order.

    Ordering Access

    Select Yes or No from the drop-down list for the tenant user to be able to access orders.

    Catalogue Access

    Select Yes or No from the drop-down list for the tenant user to be able to access the catalogue.

    Create Item Access

    Select Yes or No from the drop-down list for the tenant user to be able to create items.

    Create PDA Access

    Select Yes or No from the drop-down list for the tenant user to be able to create a PDA (packing station or RF scanner).

    Reporting Access

    Select Yes or No from the drop-down list for the tenant user to be able to access the reporting functions within WMSAccess.

    Total Quantity Cap

    Enter the maximum amount of stock that the tenant user can have in the warehouse.

    Total Dollar Cap

    Enter the maximum amount of stock value that can be held in the warehouse.

    Period Quantity Cap

    Enter the timeframe for the quantity cap to be in effect.

    Period Dollar Cap

    Enter the timeframe for the dollar cap to be in effect.

    Display Unit Price

    Select Yes or No from the drop-down list for unit prices to be displayed for the tenant user.

    Search Receipt Access

    Select Yes or No from the drop-down list for the tenant user to be able to search their receipts.

  6. Click Submit.

See also