Introduction
Proper role assignment in your Warehouse Management System (WMS) ensures operational efficiency and security. This guide details all user roles, their responsibilities, and system access permissions.
Contents
Super Admin
- Responsibilities: Manages the entire WMS account with multiple warehouses.
- Module Access: All modules.
Warehouse Admin
- Responsibilities: Oversees warehouse operations and manages a single warehouse.
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Module Access:
- Cancel Return Inbound Consignment
- Billing Module Management
- Cross Dock Process Management
- Report Access
- B2B/B2C Order Processing Management
- Return Order Processing
- Picking Process
- Client Account Onboarding
- Labour Management
- Product Recall Feature
- Flow Through Orders
- Dashboard Operational
- Dashboard Business
Warehouse Manager
- Responsibilities: Manages warehouse operations comprehensively.
- Module Access: All modules except Admin creation and User creation.
B2C/B2B Picker
- Responsibilities: Picks items for B2C and B2B orders from different warehouse locations.
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Module Access:
- Access To Portal
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Inbound Process Management
- Cancel Return Inbound Consignment
- Cross Dock Process Management
- Return Order Processing
- Picking Process
- B2C/B2B Order Processing Management
- Mobile App Access (Picking App, Inbound App, Stock Management App)
B2C/B2B Packer
- Responsibilities: Prepares picked products for packaging and shipment.
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Module Access:
- Access To Portal
- Inbound Process Management
- Cancel Return Inbound Consignment
- Cross Dock Process Management (B2B Packer only)
- Return Order Processing (B2C Packer only)
Driver
- Responsibilities: Picks up delivery goods from the warehouse and delivers them to recipients.
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Module Access:
- Access To Portal
- Mobile App Access (Drivers App)
Sales Team
- Responsibilities: Manages customer onboarding and customer management.
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Module Access:
- Access To Portal
- User Creation
- Supplier Management
- Retail Store Management
- Inbound Process (Create, View, Management)
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Report Access
- B2B/B2C Order Processing Management
- Return Order Processing
- Picking Process
- Client Account Onboarding
- Product Recall Feature
- Dashboard Operational
- Dashboard Business
Finance Team
- Responsibilities: Oversees the commercial aspects of the business.
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Module Access:
- Access To Portal
- Inbound Process (Create, View)
- Billing Module Management
- Client Account Onboarding
- User Creation
- Warehouse Facility Management (Setting, Bulk Operations)
- Warehouse Overview Dashboard
- Warehouse Time Slot Management
- Warehouse Category Management
- Carrier Management
- Supplier Management
- Retail Store Management
- Warehouse Setting
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Report Access
- B2B/B2C Order Processing Management
- Return Order Processing
- Picking Process
- Product Recall Feature
- Flow Through Orders
- Dashboard Operational
- Dashboard Business
Customer Support
- Responsibilities: Provides technical assistance with purchases or user experiences.
- Module Access: All modules except Admin and User creation.
Inbound Quality Checker
- Responsibilities: Inspects the quality of inbound and outbound goods.
-
Module Access:
- Access To Portal
- Inbound Process Management
- Cancel Return Inbound Consignment
- Mobile App Access (Picking App, Inbound App, Packing App, Stock Management App)
- Inbound Process (Create, View)
- Cross Dock Process Management
- Flow Through Orders
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
Inbound Counting Checker
- Responsibilities: Counts items received based on the Purchase Order.
-
Module Access:
- Access To Portal
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Inbound Process Management
- Mobile App Access (Picking App, Inbound App, Stock Management App)
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
- Inbound Process View
- Cancel Return Inbound Consignment
- Cross Dock Process Management
- B2B/B2C Order Processing Management
- Return Order Processing
- Picking Process
- Product Recall Feature
- Flow Through Orders
B2B/B2C Order Quality Checker
- Responsibilities: Quality checks B2B and B2C orders.
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Module Access:
- Access To Portal
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Inbound Process Management
- Cancel Return Inbound Consignment
- Cross Dock Process Management (B2B only)
- Return Order Processing
- Picking Process (B2B only)
- B2B/B2C Order Processing Management
- Mobile App Access (Picking App, Inbound App, Packing App)
Supplier
- Responsibilities: Manages suppliers for the warehouse.
-
Module Access:
- Access To Portal
- Inbound Process (Create, View)
Self-Collector
- Responsibilities: Manages orders for self-collection.
-
Module Access:
- Access To Portal
- B2B/B2C Order Processing Management
- Return Order Processing
- Mobile App Dispatch Process
- Mobile App Drivers App
- Product Recall Feature
Inbound Manager
- Responsibilities: Manages inbound stock processes, including purchase orders, counting, and quality checks.
-
Module Access:
- Access To Portal
- Inbound Process (Create, View, Management)
- Cancel Return Inbound Consignment
- Mobile App Access (Inbound App, Utility App)
- Flow Through Orders
- User Creation
- Warehouse Facility Management (Setting, Bulk Operations)
- Warehouse Overview Dashboard
- Warehouse Time Slot Management
- Warehouse Category Management
- Carrier Management
- Supplier Management
- Retail Store Management
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Report Access
- B2B/B2C Order Processing Management
- Return Order Processing
- Picking Process
- Client Account Onboarding
Order Manager
- Responsibilities: Manages end-to-end order processing, including picking, packing, dispatch, and returns.
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Module Access:
- Inventory Batch and Expiry Management
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- B2B/B2C Order Processing Management
- Return Order Processing
- Inbound Process View
- Picking Process
Dispatch Manager
- Responsibilities: Manages order dispatch, including generating manifests and scheduling deliveries.
-
Module Access:
- Access To Portal
- B2B Order Processing Management
- Return Order Processing
- Mobile App Access (Packing App, Dispatch Process, Utility App)
- Flow Through Orders
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Inbound Process (Create, View, Management)
- Cancel Return Inbound Consignment
- Cross Dock Process Management
- Report Access
- Picking Process
- B2B/B2C Order Processing Management
- Mobile App Access (Picking App, Inbound App, Stock Management App, Drivers App)
- Product Recall Feature
Inventory Manager
- Responsibilities: Manages overall inventory, including stock takes and tracking deactivated or archived stock.
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Module Access:
- Inventory Batch and Expiry Management
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- B2B/B2C Order Processing Management
- Return Order Processing
- Inbound Process View
Seller Manager
- Responsibilities: Manages sales and creates purchase orders on behalf of brands or merchants.
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Module Access:
- Access To Portal
- User Creation
- Inventory Management (Product Creation, Kit Creation, Batch and Expiry Management)
- Stock Management (Stock Movement, Stock Take, Stock Transfer, Stock Adjustment)
- Inbound Process (Create, View, Management)
- Cancel Return Inbound Consignment
- Billing Module Management
- Cross Dock Process Management
- Report Access
- B2B/B2C Order Processing Management
- Return Order Processing
- Picking Process
- Client Account Onboarding
- Retail Store Management
- Product Recall Feature
- Flow Through Orders
Stock Manager
- Responsibilities: Manages stock inventory to meet customer demand at optimal costs.
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Module Access:
- Access To Portal
- Account Overview
- Warehouse Facility Management - Setting
- Stock Management (Stock Take, Stock Adjustment)
- Mobile App Access (Stock Management App Process)
VAS Manager
- Responsibilities: Manages value-added services like kitting, bundling, and custom packaging.
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Module Access:
- Access To Portal
- Account Overview
- Warehouse
- Order
- VAS Process
- Mobile App Access (VAS Process, Picking App, Packing App)
Conclusion
Understanding and assigning the right user roles in your WMS can significantly enhance warehouse efficiency and productivity. For further assistance, reach out to our support team through our helpline channels.
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