The warehouse dashboard header shows the distribution center currently being accessed. If no distribution center is displayed in the header, it means the associate has not been granted security access.

Please contact a warehouse admin to have them add you to the distribution center. See “Add Associate” below.

If the following error message (User is not an associate of the “name” Distribution Center) appears after logging in, the user must be added as an associate to the distribution center to gain access.

Please contact a warehouse admin to have them add you to the distribution center. See “Add Associate” below.

If applicable, use the arrow to view or select a different distribution center. Please note that not all users have access to multiple distribution centers. The dashboard will update to show the selected distribution center. If you only have access to one distribution center, the dashboard will automatically display tasks related to that center upon login.

There are two security roles within the Warehouse Module: Warehouse Admin (WHSAdmin) and Warehouse User(WHSUser).

Warehouse Admin 

• Assigned by corporate with the Warehouse Admin access role in SAMMS.
• Cannot promote another warehouse user to the Admin role; this must be done by the system admin outside of the warehouse.
• Admins have visibility into all distribution centers, regardless of their association with the center.
• Authorized to create new distribution centers.
• Can modify the settings of any distribution center.
• Able to add or remove users granted the warehouse role to distribution centers.
• Can assign or modify system attributes to associates.
• Has the ability to add or remove inventories and receiving areas from distribution centers.
• Utilizes the distribution center setup to manage associates security attributes for Receive, Pick, Deliver and Assign Tasks.
• Admins can access a distribution center, its scoreboard, and all related data; however, they may not appear in the list of associates when assigning tasks or transferring work unless the security attributes are set to "yes."

Warehouse User

• Can only view the distribution center they are a member of.
• Cannot create or modify distribution centers. 
• Can only perform tasks authorized by the Warehouse Admin.

A new distribution center can be created from the distribution center window, starting with the entry of the distribution center name.

To modify a distribution center's settings, select the settings icon. The distribution center settings include three scoreboards: Associates, Inventories, and Receiving Areas, along with individual value configurations.

To navigate back to the previous window within the Distribution Center settings:

• Click the icon in the top-right corner of the screen.

To return immediately to the Warehouse Dashboard:

• Click the dropdown menu in the warehouse dashboard header.

The Associates scoreboard displays the number of users associated with the distribution center. Select the scoreboard to manage associates within the distribution area.

To allow a user to perform tasks at a distribution center, they must first be added as an associate for that center. Once added, warehouse admin can assign security attributes based on the user's responsibilities within the system.

Use the page navigator at the bottom of the screen if needed.

Use the "Add Associate" field to search for or select an associate from the dropdown to add to the distribution center, enabling them to perform work within WHS.

The associate list is organized in alphabetical order by first name.

Once the associate is added to the distribution center, assign the appropriate security attributes.

The Distribution Center Editor will feature four security attributes on the associate screen, enabling the warehouse admin to grant specific access to associates.

The four security attributes are:

Receive: Users will be authorized to perform tasks related to the receive scoreboard.
Pick: Users will be authorized to perform tasks related to the pick scoreboard.
Deliver: Users will be authorized to perform tasks related to the deliver scoreboard.
Assign Tasks: Users will have the ability to assign tasks to others associates within the distribution center.

The "Assign to" and "Reassign to" fields will be filtered to show only associates with the security attributes set to "Yes." If an associate does not appear in the field assign/reassign dropdown, they must be granted the necessary permissions.

Use the delete action to remove an associate from the distribution center, revoking their access and ability to perform tasks within the center.

The Inventories scoreboard displays the number of inventory departments associated with the distribution center. Select the scoreboard to view, add, or remove inventory departments from the center.

Documents that list the distribution center inventories as the "Distribute From" department will appear in the to pick scoreboard. (Inventory Documents)

Use the page navigator at the bottom of the screen if needed.

Use the 'Add Inventory Department' field to search for or select an inventory department from the dropdown to add it to the distribution center, enabling tasks to be performed for the added inventory.

Use the delete action to remove an inventory from the distribution center, which will disable the ability for users to perform tasks for that inventory.

The Receiving Area scoreboard displays the number of receiving areas associated with the distribution center. Select the scoreboard to view, add, or remove receiving areas from the center.

Documents that list the distribution center receiving area as the "receiving area" in the procurement documents will appear in the to receive scoreboard. (Purchasing Orders/Releases)

Use the page navigator at the bottom of the screen if needed.

Use the 'Add Receiving Area' field to search for or select a receiving area from the dropdown to add it to the distribution center, allowing tasks to be performed for the added receiving area.

Use the delete action to remove a receiving area from the distribution center, which will disable the ability to receive products associated with the removed receiving area.

Note: When creating a purchase order for an inventory department within a distribution center, the receiving area must also be listed in the distribution center for the purchase order to be visible.

The system includes individual value settings for each distribution center that can be enabled or disabled based on the center's needs. If no changes are made, the save button remains disabled and darkened. Once changes are made, the save button becomes enabled and turns red, indicating pending changes that need to be saved.

Require All Catch Weight Be Entered: Use the yes/no toggle to specify whether associates are required to enter the catch weight for all items.

• Default Yes: The system will require the field to be entered and will perform a validation before the receipt is finalized.
• Select No: Disable the requirement for users to enter catch weight values. Items will match directly from the order using average weights, and entering catch weight will be optional.

Require Signature on Delivery: By default, users are required to provide a signature upon delivery. However, this configuration can be adjusted to disable the signature requirement.

• Default Yes: The “Your Signature” field, when accepting the delivery, will require the user to sign before they can complete the acceptance process.
• Select No: Disable the required signature on delivery, making the “your signature” field optional when accepting the delivery.

Enable Delivery Feature: Use the yes/no toggle to determine whether the "To Deliver" scoreboard and the deliveries worksheet scoreboard will be utilized during the receiving and picking process. 

• Default Yes: Utilizes the to deliver scoreboard and deliveries worksheet scoreboard. When finalizing a document, the user has the option to "assign delivery to" the designated Deliver To department.
• Select No: Disables the to deliver scoreboard and deliveries worksheet scoreboard. When finalizing, the user can only add comments and finalize the document, as the delivery feature is disabled.

Use the Default Printer and Default Label Template fields to track the labels and printers assigned to the Distribution Center, minimizing the need to repeatedly select this information when printing labels from document worksheets.

The Distribution Center Audit can be accessed by entering the distribution center's settings. This audit feature is integrated into the distribution center editor and is available to all admins for each distribution center.

The distribution center audit logs track who made changes, what modifications were made (Added, Updated, Deleted), and when those changes occurred. They specifically capture adjustments related to the associate, inventory, and receiving area scoreboards, as well as individual value settings like printer configurations, catch weight validations, and delivery signatures.

By default, the most recent changes are displayed first. 

Admins can use the "Apply Filter" feature to search for changes based on the following criteria:

• Change Type (All, Add, Update, Delete)  
• Associate User (User to whom the change was applied)  
• Created by User (User who made the change)  
• Date (Date of the change)