3PL Central User Roles

Description

WHSE Operator

WHSE Lead

Customer Service Rep.

WHSE Manager

System Admin

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

x

   Classic View Access

x 

 x

 x

 x

x

 x

x 

   Custom Labels

x

   Manage Invoices

x

x

x

x

   Manage Movable Units

x

x

x

x

x

   Reports

x

   Customize Reports

 x

 x

x

      Reports 1

x 

 x

x

      Reports 2

x 

 x

x

x 

      Reports 3

x 

 x

x

x 

      Reports 4

x 

x 

x

x 

      Reports 5

x 

x 

x

x 

   Recurring Storage Charges

x

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

x

      Edit Customer

x

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

x

      Force Pick Complete

x

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

x

      Create Overallocated Orders

x

x

x

x

      Process Packages

x

x

x

x

      Create and Edit Orders

x

x

x

x

   Manage Order Imports

x

      Import Orders

x

x 

x

x

x

      Import Preferences

x

   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

x

      Manage Charges

x

x

x

x

   Confirm Receipts

x

x

x

x

x

   Generate Documents

x

x

x

x

x

x

x

   Edit Receipts

x

x

      Set Arrival Date

x 

x

x

      Override Directed Putaway

x

x

x

x

      Create/Edit Receipts

x

x

x

x

   Manage ASN Imports

x

      Import Receipt (ASN)

x

x

x

x

      Import Receipt Preference

x

   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

x 

   User Module

x

   Create and Edit Users

      Create Customer User

x

      Assign Classic View Role

x

      Create User Accounts

x 

      Assign Warehouses

x

   User Accounts

x 

      Activate User Accounts

x 

      Manage User Accounts

x 

   Assign Smart View Role

x 

Warehouse Module

x 

   Manage Locations

x

x

x

x

x 

   Manage Warehouse

x

x

x

x

x