The warehouse dashboard displays detailed scoreboard and widgets capturing real time overview of tasks needing to be completed in the warehouse. The scoreboard captures tasks as they transition through various states via work ultimately ending as a completed worksheet. As tasks come in, they will be assigned to a associates who will perform work on the task. The work will be defined by quantifiable time metrics which will create a new delivery task. All workflow will be captured in the worksheets.
Warehouse Module
WHS Dashboard Access
To access the WHS dashboard, a user must be granted company access and assigned one of the following system roles: System Admin, Warehouse Admin (WHSAdmin) and Warehouse User (WHSUser).
After logging into WHS, the dashboard will display only the information corresponding to the user's assigned access rights.
RedRock Logo
Click the RedRock logo in the top-left corner to quickly return to the WHS dashboard.
Distribution Center
The WHS dashboard header now includes tools for managing distribution centers, allowing for the logical grouping of inventories and receiving areas. By selecting a distribution center, users can filter receiving and picking workflows to display only the relevant documents. Additionally, users can add or remove associates, inventories, and receiving areas for each distribution center. Individual value settings can be managed per distribution center, and all modifications can be tracked through the audit feature.
For more information about the distribution center, please refer to this article.
Help Icon
To access training materials on the dashboard, click the help icon to go to the training documentation.
The help documentation is categorized by scoreboards, worksheets, and widgets. You can also use the search bar to easily find specific information.
User Icon
Select the user icon to access additional information.
User: Select the username to manage the profile image.
Submit Feedback: Use this feature to provide feedback or comments about the application. Please note that it is not intended for help or support inquiries.
About RedRock: Provides a brief overview of RedRock, including the current software version, build information, and deployment date.
Clear Settings: This feature allows users to restore the default view for the selected section.
1. Check the settings you wish to clear.
2. Select “Clear Selected”.
- To Clear All module settings, select “Clear All”
You will be prompted to confirm the removal of the selected settings.
3. Select “Yes” to proceed with clearing the settings.
Logout: Use the logout feature to exit the system.
Scoreboards
The Warehouse Module consists of five scoreboards: To Receive, To Pick, To Deliver, Worksheets, and Low Stock. Use the link below to access help material with detailed information on each scoreboard.
Widgets
The Warehouse Module consists of four widgets: Assigned to Me, Quick Search, Warehouse Calendar, and Insights. Use the link below to access detailed information about each widget.
Ipad/Tablet
Ipad/Tablet
For the best experience, we recommend using the iPad or tablet in landscape mode to ensure columns are displaying correctly in WHS.
Column Customization
Column Customization
Within any scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'
Enhanced Save Setting Framework
Enhanced Save Setting Framework
With the ability to customize columns to show preferred metrics, the system now includes an improved save settings framework. Column selections on scoreboard grids are remembered between page visits and logins, providing a smoother experience across devices, including iPads.
Document Validation
Document Validation
The document validation process has been improved to proactively identify potential issues during the "in progress" status of receiving and picking worksheet documents, before finalization.
This change allows users to address and resolve problems earlier in the process, ensuring a smoother workflow, saving time, and reducing errors. The workflow remains the same, but users will now receive earlier alerts for potential issues, providing more time to correct them before finalizing the work.
Theoretical Validations
The system includes several checks designed to prevent such issues, but if any of these checks fail, theoretical validations are in place to catch them, both during receiving and picking.
The following validations are theoretical within the system:
Invalid Product: Attempting to receive a product that is marked as deleted status.
- The resolution for an invalid product would be either to avoid receiving or picking the line, or to visit the product and update its status to either active or inactive.
Invalid Status: This occurs when attempting to receive a line on a purchase order that has already been closed or deleted.
- The solution for this status issue would be to simply avoid receiving or picking that line.
Inventory Not Found: This occurs when attempting to receive a product into an inventory department, but the item either does not exist in the inventory or is marked as deleted.
- The solution would be either to refrain from receiving or picking the line, or to visit the inventory record and update the status back to active.
Print Labels
Print Labels
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.
Inventory Print Labels
Printing Inventory Labels for the Document
Printing Inventory Labels
- Select Print Label.
- Choose Inventory from the Print Types.
- 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.
- Optional: Select the Printer and Label.
- The printer and label settings will default to those configured for the distribution center associated with the inventory.
- The user has the option to select another printer and label.
- 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.
- Click Print.
Printing Inventory Labels for the Line Item
Print Action for a Line Item
- Select the Print Action on the Line Item.
- Choose Inventory from the Print Types.
- 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.
- Optional: Select the Printer and Label.
- The printer and label settings will default to those configured for the distribution center associated with the inventory.
- The user has the option to select another printer and label.
- 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.
- Click Print.
Retail Print Labels
Printing Retail Labels for the Document
Printing Retail Labels
- Select Print Label.
- Choose Retail from the Print Types.
- In the Print Label window, use the dropdown to select the appropriate inventory outlet.
- 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.
- Choose a selection from the Barcode Options.
- 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.
- Click Print.
Printing Retail Labels for the Line Item
Print Action for a Line Item
- Select Print Label.
- Choose Retail from the Print Types.
- In the Print Label window, use the dropdown to select the appropriate inventory outlet.
- 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.
- Choose a selection from the Barcode Options.
- Select the Preview dropdown to preview the print label.
- 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.
- Click Print.
