Fulfilment User Setup
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Creating New Fulfilment Users
1. Please click on the Settings icon from the left bottom corner, then head to the Fulfilment Clients menu.
3. Fill in the empty fields regarding the new client account and click the Create Client button.
- Active: Determines if the account should be active or not. It can be set to Yes/No.
- Client Name: Sets the client name.
- Address: Sets the default company address for the client.
- Accounts ID: You can set a numerical ID for the client.
- Contact Email: Sets the contact email information for the client.
- Billing Email: Sets the default billing email for the client.
- Contact Number: Sets the default contact number for the client.
- Logo: Sets the default company logo for the client.
- Assigned Warehouses: You can assign multiple warehouses to the client account.
4. You'll see the notification message upon creating the client.
Creating and Assigning new Fulfilment Client Users
1. Click on the Settings icon from the left bottom corner, then head to the User Setup menu.
2. Click the New User tab to create a new account.
3. Fill in the empty fields then click the Create User button.
- Name: A name must be given to every account.
- Email Address: The user will be logging into the system through the given email address here.
- Fulfilment Client: Select "DC User" to create a normal user, and select any Fulfilment Client you've created to assign this account to a fulfilment client.
- Level: Permission level for the user. Each of the options is explained below:
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- Administrator:
- Dashboard
- Orders
- Inventory
- Despatch
- Order History
- Purchasing
- Contacts
- Reports
- Return Terminal
- Settings
- Accounting Channels
- Custom Fields Manager
- Email Templates
- Inventory Categories
- Link Inventory
- Sales Channels
- Shipping Rules
- User Setup
- Supervisor:
- Same privileges as the Administrator without the access to Settings. The Supervisor can access the User Setup page, but only for their own account.
- Picker & Packer:
- Dashboard
- Orders
- Despatch
- Shipment History
- Settings
- User Setup (only for their own account)
- Packer
- Dashboard
- Despatch
- Settings
- User Setup (only for their own account)
- Administrator:
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- Password: The login password for the user.
- Access Support PIN: Obsolete, to be deleted.
- Barcode Login Active: Turns on/off the barcode login support. The user can login through scanning a barcode instead of entering the password.
- Barcode Number: If the barcode login is turned on, the barcode number must be entered here.
- RFID Login Active: Turns on/off the RFID card login support. The user can login through scanning an RFID card instead of entering the password.
- RFID Number: If the RFID login is turned on, the RFID card number must be entered here.
- Account IP Whitelist Active: If turned on, the system only allows access from a specific IP address, or addresses.
- Account IP Whitelist: Right below the box, your current IP address is displayed. That is the number you need to enter if you turned it on in the above setting. This will give access to the current account only from the current terminal/computer. In order to allow access from other devices, you need to find their IP address and enter it here.