Warehouse Management Tool Set Up

To begin using the Warehouse Management Tools, you will need to set up your user and turn this feature on in your account. 

Please note: This module is recommended to be used on later versions of the iPad (at 100% resolution, turn the Zoom option 'off' in Settings>Accessablity) and later versions of the Surface Pro tablet (at 80% resolution). 

To enable the warehouse module, go to  Settings> Inventory> check Enable Warehouse Management Tools

To set up Warehouse User Roles, click here. By setting your warehouse users to the warehouse role, they will automatically inherit warehouse permissions. They will be taken to a different screen (see below) and will be locked out of the rest of the database. 

Please note: the User role must have the name 'Warehouse' in it to inherit the permissions. IE 'Warehouse Role' is acceptable, but 'Cranberry Role' would not inherit them. 

Now on your tablet or iPad, open a new ( supported) browser. Use the assigned User Credentials to log in. 

If you have additional questions, please contact the Support Team via email to support@cietrade.net.