DEAR offers fine-grained control over user permissions, allowing you to select which users can see tasks, authorise tasks, authorise pick but not pack, and more. Permissions applied in DEAR also apply to users of the WMS app. In this article we will explain which permissions apply to the warehouse management system application features.
Prerequisites:
- Managing users and roles (required)
- User permissions explained (recommended).
Table of Contents:
Permissions applicable to WMS
Many inventory, purchase, and sale permissions apply to the WMS application in the same way as to users of DEAR. Please see Managing users and roles and User permissions explained for how to configure user permissions.
| WMS Area | Action | Permissions required: |
| Working Area | Set working area | Location (Only users with access to a location will see this location as an option when setting the working area) |
| Pick | Pick stock for sales | Sale - Sales list and tasks (full access) Sale - Sale task – Pick authorization (full access) |
| Pack | Pack sales | Sale - Sales list and tasks (full access) Sale - Sale task – Pack authorization (full access) |
| Receive | Receive - With PO | Purchase - Purchases list and tasks (full access) Purchase - Purchase task -Stock received authorization (full access) |
| Receive - No PO | Purchase - Purchase task – Stock received authorization (full access) | |
| Put Away | Put Away | Inventory - Stock transfers list and tasks (full access) |
| Stocktake | Stocktake | Inventory - Stocktake tasks (full access) |
| Stock Lookup | Look up stock availability | Inventory - Product availability (full-access) |
| Stock Transfer | View stock transfers | Inventory - Stock transfers list and tasks (read-only) |
| Execute stock transfer (by order, from location, to location, bin transfer) | Inventory - Stock transfers list and tasks (full access) | |
| Void stock transfer | Inventory - Stock transfers - void (full access) | |
| Undo stock transfer | Inventory - Stock transfers - undo (full access) | |
| Write off | Inventory write-off | Production - Inventory write-off tasks (full access) |
| Delivery schedule | View and execute deliveries | Tasks - Can view only assigned tasks (full access) |
| Print Labels | Print labels if barcode is available | Inventory - Products and Families (full access) |