To access the Warehouse Portal on SAMMS, navigate to the Procurement module, click the dropdown menu, and select Receipts→Warehouse Portal.

Go to Settings and enable the View Menubar/Sidebar option. The screen will refresh, and the menu will switch to a sidebar. To access the Warehouse Portal, navigate to the Procurement module, select Receipts→Warehouse Portal.

RedRock suggests using a tablet with a 10.9/11-inch screen or larger and at least 64 GB of storage for optimal performance of the Warehouse dashboard.

To view all the columns on the grid while using a tablet or iPad, make sure your device is in horizontal (landscape) mode. This provides more screen space to display all columns properly.

The default setting on the worksheet displays 10 items per page, but users can adjust this number. To change the amount of items shown, scroll to the bottom of the worksheet and use the dropdown next to "Items per page" to select your preferred number.

To unassign a task from the current participant, the work status must be set to "worker assigned," or the delivery status must be "runner assigned."

To unassign tasks from another participant, follow these steps:

1. Locate the task in the worksheet scoreboard in WHS. 

2. Click on the participant icon, then select “Unassign Task”. 

Receiving and Picking tasks in Progress and Delivery tasks in transit can be cancelled either from the “Assigned to Me” queue or within the worksheet document.

Assigned to Me Cancel Task

Worksheet Cancel Task

Yes, any re-assigning or un-assigning of tasks is logged in the audit trail. This provides transparency, so managers can review who made changes, when, and why. 

Opt 1: View work audit on the insights widget, filter to assignments. 

Opt 2: View work audit on the work history screen of the document. 

Users can click on Print Labels within the document worksheets to choose the type of label they want to print: inventory, retail, lot label or HACCP.

NOTE: Print label options vary based on the property.

Each print label option provides distinct attribute printing capabilities.

Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.

Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.

Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.

HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.

When viewing a warehouse worksheet document, use the print action to print a label for a line item.

In the warehouse dashboard, the option to print labels is available both in the document section to print labels for the entire document, and in the line item actions to print labels for individual items.

Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.

NOTE: Print label options vary based on the property.

Each print label option provides distinct attribute printing capabilities.

• Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
• Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
• Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
• HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.

Printing Inventory Labels 

1. Select Print Label.
2. Choose Inventory from the Print Types.
3. In the Print Inventory Label window, use the dropdown to select the inventory department based on Bill To Department, Distributed From, Distribute To or Custom.

• Bill to Department: Refers to the Bill to Department specified on the receiving document. By default, Receiving documents will use the Bill to Department.
• Distributed From & Distribute To: These fields are used when handling a picking document. By default, picking documents will use the Distributed From department unless an alternative is selected.
• Custom: Allows you to select a department of your choice, without being restricted to the departments listed on the document. When selecting Custom, an additional dropdown will appear, allowing you to select your desired department.

4. Optional: Select the Printer and Label.
   1. The printer and label settings will default to those configured for the distribution center associated with the inventory.
   2. The user has the option to select another printer and label. 
5. Choose the type of Copy: Order Quantity, Received Quantity or Custom then select the quantity to print.

• Custom: Allows you to select the quantity of your choice.
• Order Quantity: Looks to the ordered quantity for each item on the document.
• Received Quantity: Looks to the received quantity for each item on the document.

6. Click Print.

Print Action for a Line Item

1. Select the Print Action on the Line Item.
2. Choose Inventory from the Print Types.
3. In the Print Inventory Label window, use the dropdown to select the inventory department based on Bill To Department, Distributed From, Distribute To or Custom.

• Bill to Department: Refers to the Bill to Department specified on the receiving document. By default, Receiving documents will use the Bill to Department.
• Distributed From & Distribute To: These fields are used when handling a picking document. By default, picking documents will use the Distributed From department unless an alternative is selected.
• Custom: Allows you to select a department of your choice, without being restricted to the departments listed on the document. When selecting Custom, an additional dropdown will appear, allowing you to select your desired department.

4. Optional: Select the Printer and Label.
   1. The printer and label settings will default to those configured for the distribution center associated with the inventory.
   2. The user has the option to select another printer and label. 
5. Choose the type of Copy: Order Quantity, Received Quantity or Custom then select the quantity to print.

• Custom: Allows you to select the quantity of your choice.
• Order Quantity: Looks to the ordered quantity for each item on the document.
• Received Quantity: Looks to the received quantity for each item on the document.

6. Click Print.

Printing Retail Labels 

1. Select Print Label.
2. Choose Retail from the Print Types.
3. In the Print Label window, use the dropdown to select the appropriate inventory outlet.
4. Optional: Select the Printer and Label.
   • Once the outlet is selected, the printer and label settings will default to those configured for the distribution center associated with the inventory.
5. Choose a selection from the Barcode Options.

6. Choose the type of Copy: Order Quantity, Received Quantity or Custom then select the quantity to print.

• Order Quantity: Looks to the ordered quantity for each item on the document.
• Received Quantity: Looks to the received quantity for each item on the document.
• Custom: Allows you to select the quantity of your choice.

7. Click Print.

Print Action for a Line Item

1. Select Print Label.
2. Choose Retail from the Print Types.
3. In the Print Label window, use the dropdown to select the appropriate inventory outlet.
4. Optional: Select the Printer and Label.
   • Once the outlet is selected, the printer and label settings will default to those configured for the distribution center associated with the inventory.
5. Choose a selection from the Barcode Options.
6. Select the Preview dropdown to preview the print label.

7. Choose the type of Copy: Order Quantity, Received Quantity or Custom then select the quantity to print.

• Order Quantity: Looks to the ordered quantity for each item on the document.
• Received Quantity: Looks to the received quantity for each item on the document.
• Custom: Allows you to select the quantity of your choice.

8. Click Print.

There are two options for returning to the WHS Dashboard from a worksheet: 

Option 1: Select the RedRock Logo on the top left corner of the worksheet.

Option 2: Select the back button on the bottom left corner of the worksheet. 

All departments must be selected to ensure their corresponding products are delivered to them. If a department is not selected, the products for the selected bill to departments will be prepared for delivery. Any remaining items will be delivered to the first bill to department listed.

Yes, the Receipt Number column is available but hidden by default.

To add it to your grid view, click the three dots in the detail window, select Columns, choose Receipt #, and then click Apply. The Receipt Number column will now appear in your scoreboard.

The Worksheet Notes section now supports a dynamic view that displays all characters from the SAMMS Quick Notes field accurately.

To view the full note, click the three horizontal dots—this will open the complete note in a pop-up window.

The Invalid Status badge indicates that the line items cannot be processed because they are no longer in an open status. This typically happens when the lines were closed or deleted in SAMMS, but the user is attempting to process the same document in WHS.

Important Note: Documents must be processed entirely within either SAMMS or WHS. Users cannot transition or process the same document across both systems.