Skip to main content

Role Center and Task Menu

On the mobile device, warehouse employees work with the profile ScanSPOT Warehouse Employee - Mobile Device. It opens the Role Center Warehouse App Role Center - ScanSPOT. Assign the profile to the users in Business Central (user settings or user card), or let the users choose it themselves under My Settings.

The Role Center consists of two parts: the Warehouse Activities tiles and the Task Menu.

"Warehouse Activities" tiles​

Each tile shows the number of open tasks and, when tapped, opens the task list. Only tasks are counted

  • that nobody is processing yet or that the user is processing,
  • whose location is one of the locations of the user as a warehouse employee,
  • whose handling area is released for the user.

A tile appears only if at least one of its handling areas is released for the user (see Blocking warehouse employees).

Tasks group

TileContains tasks of the handling areas
ReceiptsWarehouse Receipt, Purchase Order, Sales Return Order
Put-awaysPut-away, Invt. Put-away
ShipmentsWarehouse Shipment, Sales Order, Purchase Return Order, Ad-hoc Sales Order
PickingPick, Invt. Pick
TransfersMovement, Invt. Movement
Ad-hoc TransferAd-hoc Transfer
Ad-hoc Neg. AdjustmentAd-hoc Neg. Adjustment

Phys. Inventory group

TileOpens
Phys. Inventory Recordingsthe list of open phys. inventory recordings (see Phys. Inventory Recording)
Phys. Inventorythe location selection for the physical inventory (see Physical Inventory)

Task Menu​

In the Start Task area, you start processes for which there is no task yet. Each entry appears only if the handling area is released for the user.

ActionEffect
Ad-hoc TransferStarts a movement from bin to bin (see Ad-hoc Transfer).
Ad-hoc Sales OrderCreates a sales order on the device (see Ad-hoc Sales Order).
Ad-hoc Neg. AdjustmentsStarts a negative adjustment (outflow) of inventory (see Ad-hoc Neg. Adjustment).
Inventory OverviewOpens the Inventory Overview.