User Menu Profiles & Menu Options
- Leyda Telles (Unlicensed)
Menu Profiles
Menu profiles will be assigned based on the user's role that was provided upon request. Note, menu profiles cannot be modified.
User Roles | |||
Roles | Mobile Menu Profiles | Desktop Menu Profiles | Authorities Needed |
Warehouse Operator | 1 - Inbound, 2 - Outbound | 1 - Inbound, 2 - Outbound |
|
Warehouse Lead | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory, 5 - Lookups, 8 - Gravity |
|
Customer Service Representative | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory, 5 - Lookups, 6 - Reporting, 7 - Billing, 8 - Gravity | Order Management |
Inventory Specialist | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory, 5 - Lookups, 6 - Reporting, 7 - Billing, 8 - Gravity | Change Status, Cycle Count, Inventory, Kit Request |
Warehouse Supervisor | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory |
| Analytics, Change Status, Cycle Count, Empty Tote, Inventory, Kit Request, Order Management, Reassign, System |
Warehouse Manager | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory | 1 - Inbound, 2 - Outbound, 3 - Dock Appointment, 4 - Inventory, 5 - Lookups, 6 - Reporting, 7 - Billing, 8 - Gravity, 9 - Setup | Analytics, Change Status, Cycle Count, Empty Tote, Inventory, Kit Request, Order Management, Reassign, System |
Menu Options
The chart contains the menu profiles along with the sub applications and menu options that are attached to the menu profile. Note, menu options cannot be removed from sub applications or menu profiles.
Menu Options | ||||
|---|---|---|---|---|
Menu Profile | Sub Application | Menu Option | Details | System |
1 - Inbound | Entry | ASN Inbound Entry | Manual entry screen to create ASNs. | Desktop |
1 - Inbound | Entry | Purchase Order Entry | Manual entry screen to create POs. | Desktop |
1 - Inbound | Lookups | Inbound Shipment | N/A | Desktop |
1 - Inbound | Lookups | Open ASN Receiving | List of all pending/open ASNs, filtered by date. | Desktop |
1 - Inbound | Lookups | Open PO Receiving | List of all pending/open POs, filtered by date. | Desktop |
1 - Inbound | Lookups | Open Putaways | List of all LPNs awaiting putaway, filtered by date. | Desktop |
1 - Inbound | Lookups | Work Lookup | N/A | Desktop |
1 - Inbound | Mobile Putaway | Cancel Putaway | Mobile function that allows a user to cancel a putaway. | Mobile |
1 - Inbound | Mobile Putaway | Putaway - Directed | Mobile function that directs a user to a location for putaway. | Mobile |
1 - Inbound | Mobile Putaway | Putaway - Select Location | Mobile function that allows a user to select a location for putaway. | Mobile |
1 - Inbound | Mobile Receiving | ASN Receiving Blind LPN | Mobile function that allows a user to receive an ASN and assign a predefined LPN by the warehouse or vendor. | Mobile |
1 - Inbound | Mobile Receiving | ASN Receiving | Mobile function that receives an ASN and autogenerates/prints an LPN for the user. | Mobile |
1 - Inbound | Mobile Receiving | PO Receiving | Mobile function that receives a PO and autogenerates/prints an LPN for the user. | Mobile |
1 - Inbound | Mobile Receiving | PO Receiving Blind LPN | Mobile function that allows a user to receive a PO and assign a predefined LPN by the warehouse or vendor. | Mobile |
1 - Inbound | Mobile Receiving | Blind Receiving LPN | Mobile function that allows a user to blind receive and assign a predefined LPN by the warehouse or vendor. | Mobile |
1 - Inbound | Mobile Receiving | Blind Receiving | Mobile function that blind receives and autogenerates/prints an LPN for the user. | Mobile |
1 - Inbound | Mobile Returns | Returns | Mobile function that receives returns and autogenerates/prints an LPN for the user. | Mobile |
1 - Inbound | Mobile Returns | Returns Blind LPNs | Mobile function that allows a user to receive returns and assign a predefined LPN by the warehouse or vendor. | Mobile |
2 - Outbound | Entry | Customer Entry | Manual entry screen for the clients' customers. | Desktop |
2 - Outbound | Entry | Sales Order Entry | Manual entry screen to create sales orders. | Desktop |
2 - Outbound | Lookups | BOL Lookup | Lookup a specific BOL. | Desktop |
2 - Outbound | Lookups | Work Lookup | N/A | Desktop |
2 - Outbound | Mobile Dock | Load Truck | Mobile function that verifies sales orders are loaded into the correct truck. | Mobile |
2 - Outbound | Mobile Dock | Reassign Door | N/A | Mobile |
2 - Outbound | Mobile Dock | Unload Truck | N/A | Mobile |
2 - Outbound | Mobile Pick | Cluster Pick | Mobile function that is used to pick single, discrete and kit sales orders. | Mobile |
2 - Outbound | Mobile Pick | Pallet Pick | Mobile function that is used use to pick full pallets off a pallet/rack location. | Mobile |
2 - Outbound | Mobile Pick | Order Pick | Mobile function that is used to pick LTL/FTL sales orders, commonly used for B2B sales orders. | Mobile |
2 - Outbound | Mobile Putwall | Putwall Put-Pull | N/A | Mobile |
2 - Outbound | Mobile Putwall | Putwall Put-Push | N/A | Mobile |
2 - Outbound | Mobile VAS Capture | VAS Capture |
| Mobile |
2 - Outbound | Packing | Pack & Ship - LTL/FTL | Packing function for sales orders that are LTL/FTL, Truck Load, Order Pick. | Desktop |
2 - Outbound | Packing | Pack Scan Product | Packing function for discrete sales orders. | Desktop |
2 - Outbound | Packing | Pack Singles | Packing function for single sales orders. | Desktop |
2 - Outbound | Putwall | Putwall Selection | N/A | Desktop |
2 - Outbound | Putwall | Viewpoint - Putwall | N/A | Desktop |
2 - Outbound | Shipment Close | Shipment Closeout | A user will use this screen to close outbound shipments once they are picked up by the carrier. | Desktop |
2 - Outbound | Trouble | Trouble Report - Product & SO |
| Desktop |
2 - Outbound | Trouble | Trouble Station | Sales order that were not marked as ‘Trouble’ but ended up being troubled due throughout the picking/packing process. | Desktop |
2 - Outbound | Trouble | View Trouble Orders | View sales orders that were marked as ‘Trouble’ before the picking process. | Desktop |
2 - Outbound | ViewPoint | View Point Load | View all dock doors and t | Desktop |
3 - Dock Appointment | Dock Appointment | Dock Appointments | Create dock appointments for inbound/outbound shipments. | Desktop |
3 - Dock Appointment | Dock Appointment | Dock Scheduler |
| Desktop |
3 - Dock Appointment | Lookups | Dock Transaction Lookup |
| Desktop |
4 - Inventory | Cycle Count | CC Controls | Cycle Count controls | Desktop |
4 - Inventory | Cycle Count | CC Posting Approval | Any variances found throughout a cycle count will be posted on this screen and must be approved by a user with authority. | Desktop |
4 - Inventory | Kitting | Kit & Set Profiles | Similar to product creation however, this screen allows a user to create kits and sets. | Desktop |
4 - Inventory | Kitting | Kit Build | A work bench that systematically captures the kit being built. | Desktop |
4 - Inventory | Kitting | Kit Request | Kit request allows a user to send a ‘sales order’ to the warehouse requesting a specific kit. After requesting the kit, the material will be picked, built and putaway. | Desktop |
4 - Inventory | Lookups | Expired Product Lookup | Lookup expired products | Desktop |
4 - Inventory | Lookups | Inventory Location Lookup | Lookup a specific location to see what product(s) is stored in it. | Desktop |
4 - Inventory | Lookups | Inventory Product Lookup | Lookup a specific product to see what locations it is located in. | Desktop |
4 - Inventory | Lookups | LPN Lookup | N/A | Desktop |
4 - Inventory | Lookups | Negative & Zero Inventory Lookup |
| Desktop |
4 - Inventory | Lookups | No Prime Analysis |
| Desktop |
4 - Inventory | Lookups | Open Cycle Counts | List of all pending/open cycle counts, filtered by date. | Desktop |
4 - Inventory | Lookups | Open Location Checks | List of all pending/open location checks, filtered by date. | Desktop |
4 - Inventory | Lookups | Open Restock | List of all pending/open restock checks, filtered by date. | Desktop |
4 - Inventory | Lookups | Transfer Lookup |
| Desktop |
4 - Inventory | Lookups | Work Lookup | N/A | Desktop |
4 - Inventory | Lot Control | Lot Controls Maintenance |
| Desktop |
4 - Inventory | Lot Control | Lot Tracker |
| Desktop |
4 - Inventory | Mobile Inventory | CC Directed | Mobile function that directs a user to a specific location to perform a cycle count. | Mobile |
4 - Inventory | Mobile Inventory | CC Location | N/A | Mobile |
4 - Inventory | Mobile Inventory | Change Lot |
| Mobile |
4 - Inventory | Mobile Inventory | Inventory Adjustment | Mobile function that allows a user to adjust up or down the inventory in a specific location. | Mobile |
4 - Inventory | Mobile Inventory | Inventory Move | Mobile function that allows a user to move inventory from one location to another. | Mobile |
4 - Inventory | Mobile Inventory | Location Check |
| Mobile |
4 - Inventory | Mobile Replenshment | Letdown - Pick & Putaway |
| Mobile |
4 - Inventory | Mobile Replenshment | Restock - Pick | Mobile function used to pick child products for kits. | Mobile |
4 - Inventory | Mobile Replenishment | Restock - Putaway | Mobile function used to putaway built kits. | Mobile |
4 - Inventory | Replenishment | Replenishment Controls |
| Desktop |
4 - Inventory | Reporting | Inventory Levels Report |
| Desktop |
4 - Inventory | Reporting | Inventory Transaction Report | A report that lists inventory transactions such as inventory received, picked, moved and adjusted. | Desktop |
5 - Lookups | Reports | Reports | A variety of reports provided by APEX. | Desktop |
5 - Lookups | Labor | Indirect Labor |
| Desktop |
5 - Lookups | Labor | Labor Lookup |
| Desktop |
5 - Lookups | Labor | Labor Lookup by Team Member |
| Desktop |
5 - Lookups | Labor | Labor Standard Maintenance |
| Desktop |
5 - Lookups | Lookups | BOL Display and Lookup |
| Desktop |
5 - Lookups | Lookups | Inventory Negative and Zero Lookup |
| Desktop |
5 - Lookups | Lookups | LPN Lookup |
| Desktop |
5 - Lookups | Lookups | No Prime Analysis Lookup |
| Desktop |
5 - Lookups | Lookups | Transfer Lookup |
| Desktop |
5 - Lookups | Lookups | Trouble Work Report By Product |
| Desktop |
5 - Lookups | Trouble | Work Lookup |
| Desktop |
6 - Reporting | Dashboard & Reports | Reports |
| Desktop |
7 - Billing | 3PL Billing | 3PL Billing Setup and Maintenance |
| Desktop |
7 - Billing | 3PL Billing | 3PL Invoice Lookup |
| Desktop |
7 - Billing | 3PL Billing | 3PL Price Type Maintenance |
| Desktop |
7 - Billing | 3PL Billing | 3PL Transaction Executions |
| Desktop |
7 - Billing | 3PL Billing | 3PL Transactions Group Maintenance |
| Desktop |
7 - Billing | 3PL Billing | Billing Cycle Maintenance |
| Desktop |
7 - Billing | 3PL Billing | Billing Status GC Maintenance |
| Desktop |
7 - Billing | 3PL Billing | Currency Code GC Maintenance |
| Desktop |
7 - Billing | 3PL Billing | Invoice Method Maintenance |
| Desktop |
8 - Gravity | Work | Gravity - Waveless Work Management |
| Desktop |
9 - Setup | Alert Setup | Alert Maintenance |
| Desktop |
9 - Setup | Alert Setup | Alert Scheduler |
| Desktop |
9 - Setup | Cart Setup | Carts Maintenance | View, updated and create putaway/pick carts. | Desktop |
9 - Setup | Cart Setup | Container Maintenance |
| Desktop |
9 - Setup | Fulfillment Setup | Customer Label Assignment |
| Desktop |
9 - Setup | Inventory Setup | Audit Model Maintenance |
| Desktop |
9 - Setup | Inventory Setup | Product Maintenance |
| Desktop |
9 - Setup | Location Setup | Areas General Code |
| Desktop |
9 - Setup | Location Setup | Door Maintenance |
| Desktop |
9 - Setup | Location Setup | Equipment Maintenance |
| Desktop |
9 - Setup | Location Setup | Location Area Switch |
| Desktop |
9 - Setup | Location Setup | Location Company Switch |
| Desktop |
9 - Setup | Location Setup | Location Maintenance | Manually create, edit or updated a location. | Desktop |
9 - Setup | Location Setup | Location Profile Maintenance |
| Desktop |
9 - Setup | Location Setup | Work Bench Maintenance | View, update and create work benches. | Desktop |
9 - Setup | Location Setup | Work Zones Maintenance | View, update and create work zones. | Desktop |