Warehouse Manager

The Business/Warehouse Manager Definition:

 

The Business/Warehouse Manager is the 3PL (3rd Party Logistics) provider. This entity provides the user an overall sight of all the business accounts (companies) and their activities. In addition, the warehouse manager entity handles ongoing operations of the warehouse (i.e. Service and Non-Inventory Items, Cycle Counting). 

 

The Warehouse Manager will have access to all accounts and related warehouse information.

 

Warehouse Management Information

To  view the Manager/Warehouse Manager section, click the View Business/Warehouse Manager link on the start page. 

 

The Managers window will open. To view a manager, select the manager from the grid and double-click it. 

 

 

The Warehouse Manager window will open.

 

General Tab

The General tab allows editing details of the Warehouse Manager that is being added.

Red markings indicate the fields, which must be filled in properly before the account can be saved. 

Details Tab  

The Details tab allows the user to enter additional details about the Warehouse Manager as well as an Alias.  

Aliases (Assumed names)

To add an Alias to a contact,  first click the  button located at the bottom of the window.

The Add/Edit Alias window will open.

This window allows designating properties of the alias being added to the contact.

Red markings indicate the fields, which must be filled in properly before the alias can be saved.

Fill in the Alias Details: Name, Initials, Contact Name, Address, City, Zip Code, Country, State/Region, Office Phone, Mobile Phone, and Office Fax Number.

To set as the Default Name, check the   box.

 The Warehouse Manager window will now include new Aliases.

 

Settings Tab  

The Settings tab allows users to define the Language to use while working with WMSmart,  Default Measurement Units, Display Format, and Display Settings to be used under system accounts.

General

Measurement

For additional information, go to the following link:  

Add a New Storage Location (Warehouse)

Add New Account (Company)

Add a New User  

Configure Email Settings  

Logging In for the first time