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). 

How To Enable the Module

Go to  Settings> Inventory> Settings and check off Enable Warehouse Management Tools.

How to Set Up a Warehouse User Role

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. The warehouse login is identified by the system from the name of the permission role. In order for the the user to have this view, "warehouse" must be in the Role Name.  Additionally, this role has to have the following fields enabled in order to view the warehouse module.

Using the Warehouse Role

Now on your tablet or iPad, open a new ( supported) browser. Use the assigned User Credentials to log in. Users will now see an alternate view of the database, which only displays and allows functionality for the tools within the Warehouse module.

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