Warehouse Dashboard FAQs

Written By ehaxhiu (Administrator)

Updated at June 4th, 2025

Frequently Asked Questions pertaining to the Warehouse Dashboard.

 

Accessing the Warehouse Dashboard on SAMMS

How do I access the Warehouse Portal on SAMMS?

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

 
 

 

Accessing the Warehouse Dashboard on my Tablet/iPad

How do I access the Warehouse Dashboard on my tablet/iPad if the dropdown disappears too quickly?

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 ReceiptsWarehouse 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.

 
 

 

Items per Page

Can I change the amount of items I view per page on my worksheets?

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.

 
 

 

Unassign Tasks for Others

How do I unassign tasks for someone else?

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”. 

 
 

 

Cancel Tasks

How do I cancel a 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

 
 

 

Reassigning Tasks

Will re-assigning tasks be tracked in the audit log, and how does this affect the ability for users to assign tasks?

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. 

 

 
 

 

Printing Labels

How do I Print Labels for the Entire 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.

 
 

How do I Print Labels for an Line Item?

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

 
 

 

Returning to the WHS Dashboard

How do I return to the WHS Dashboard from a worksheet?

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. 

 
 

 

Delivery Process for Multiple Departments

What happens if all the departments are not selected for delivery?

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.

 
 

 

Viewing the Receipt Number on the To Deliver Scoreboard

Can I view the Receipt Number on the To Deliver Scoreboard?

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.

 
 

 

Viewing the Quick Notes in the Worksheet Notes 

How can I view the entire Quick Notes from SAMMS in the Worksheet Notes?

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.

 

 
 

 

Invalid Status 

Why do my items have an Invalid Status badge?

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.