3PL Central User Roles

Description

WHSE Operator

WHSE Lead

WHSE Lead / Customer Service Rep.

Customer Service Rep.

WHSE Manager

Account Manager

Inventory Control

Administration Module

Manage 3PL Info

x

   Adjust Charges

 x

x 

x

x 

x

 x

   Manage Attached Files

x

x

x

x

x

x

   Manage Carriers

x

   Classic View Access

x 

 x

x

 x

 x

 x

x 

   Custom Labels

   Manage Invoices

x

x

x

x

   Manage Movable Units

x

x

x

x

x

   Reports

x

 x

 x

x 

x 

    Customize Reports

x

 x

 x

x

x 

      Reports 1

x

x 

 x

x

x 

      Reports 2

x

x 

 x

x 

x 

      Reports 3

x

x 

 x

x 

x 

      Reports 4

x

x 

x 

x 

x 

      Reports 5

x

x 

x 

x 

x 

   Recurring Storage Charges

x

   View Billing Detail

x

x

x

x

x

   View Billing Details

x

x

x

x

x

Customer Module

   Manage Barcodes

x 

   Manage Customer Billing

x 

   Data Connections

 x

   Manage Custom Fields

 x

   Customer Items

x

x

x

x

      Manage Items Aliases

x

x

x

x

      Manage Assemblies

x

x

x

x

      Manage Item Categories

x

x

x

x

      Import Item Definitions

x

x

x

x

      Manage Items

x

x

x

x

      Manage Item Pricing

x

x

X

x

      Manage Storage Rates

x

x

x

x

   Manage Customers

x

 x

      Create Customer

x

      Edit Customer

x

   Manage Customer Notification

x

x

x 

x

   Packing Slip

x

x 

x 

   Purchase Orders

x

x

x

x

x

Data Insights Module

   Interactive Reporting

x

x

x

x

x

x

x

      Inventory

x

x

x

x

x

x

x

   Operations Dashboard

x

x

x

x

x

x

x

      Order Summary Dashboard

x

x

x

x

x

x

x

      Outbound Productivity

x

x

x

x

x

x

x

Inventory Module

   Adjust Inventory

x

x

x

x

      Inventory Audit

x

x

x

x

      Modify Inventory Config.

x

x

x

x

x

      Edit Track-bys

x

x

x

x

      Manage Item-based Hold

x

x

x

x

      Manage Inventory

x

x

x

x

x

x

      Returns

x

x

x

x

   Transfer Inventory

x

x

x

x

      Customer Transfers

x

x

x

x

Mobile Scanner

   Country Inventory

x

x

x

x

   Classic Mobile Printing

 x

   Move Module

 x

 x

x

x

x

      Move Allocated Inventory

x

x

x

x

x

      Mobile Move

x

x

x

x

x

   Mobile Pack

x

x

x

x

   Pick Module

x

      Force Pick Complete

x

      Mobile Picking

x

x

x

x

      Override Door

x

x

x

x

      Override Trailer

x

x

x

x

      Reassign Pick Line

x

x

x

x

   Mobile Receipts

x

x

x

x

Orders Module

   Order Allocation

x

x

x

x

   Attach Files

x

x

x

x

x

x

x

   Order Charges

x

x

x

x

x

      Manage Charges

x

x

x

x

x

   Ship and Close Orders

x

x

x

x

x

   Generate Documents

x

x

x

x

x

x

x

   Edit Orders/Documents

x

      Create Overallocated Orders

x

x

x

      Process Packages

x

x

x

x 

x

      Create and Edit Orders

x

x

x

x

   Manage Order Imports

      Import Orders

x

x

x 

x

x

      Import Preferences

   Manage Orders

x

x

x

x

      Edit Batches

x

x

x

x

x

      Cancel Orders

x

x

x

x

x

      Manage Mobile Pick Jobs

x

x

x

x

      Reopen Orders

x

x

x

x

      Send ASN

x

x

x

x

      Smart Parcel

x

x

x

x

x

      Find Orders

x

x

x

x

x

x

x

Receipts Module

   Attach Files

x

x

x

x

x

x

   Receipt Charges   

x

x

x

      Manage Charges

x

x

x

   Confirm Receipts

x

x

x

x

x

   Generate Documents

x

x

x

x

x

x

x

   Edit Receipts

x

      Set Arrival Date

x 

x

      Override Directed Putaway

x

x

x

x

      Create/Edit Receipts

x

x

x

x

   Manage ASN Imports

      Import Receipt (ASN)

x

x

x

x

      Import Receipt Preference

   Manage Receipts

x

x

 x

x

      Cancel Receipts

x

x

x

x

      Re-open Receipts

x

x

x

x

      Send Receipt Advice

x

x

x

x

      Find Receipts

x

x

x

x

x

x

x

Roles Module

   Manage Roles

   User Module

   Create and Edit Users

      Create Customer User

      Assign Classic View Role

      Create User Accounts

      Assign Warehouses

   User Accounts

      Activate User Accounts

      Manage User Accounts

   Assign Smart View Role

Warehouse Module

   Manage Locations

x

x

x

x

x

   Manage Warehouse

x

x

x

x

x