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
| Tile | Contains tasks of the handling areas |
|---|---|
| Receipts | Warehouse Receipt, Purchase Order, Sales Return Order |
| Put-aways | Put-away, Invt. Put-away |
| Shipments | Warehouse Shipment, Sales Order, Purchase Return Order, Ad-hoc Sales Order |
| Picking | Pick, Invt. Pick |
| Transfers | Movement, Invt. Movement |
| Ad-hoc Transfer | Ad-hoc Transfer |
| Ad-hoc Neg. Adjustment | Ad-hoc Neg. Adjustment |
Phys. Inventory group
| Tile | Opens |
|---|---|
| Phys. Inventory Recordings | the list of open phys. inventory recordings (see Phys. Inventory Recording) |
| Phys. Inventory | the 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.
| Action | Effect |
|---|---|
| Ad-hoc Transfer | Starts a movement from bin to bin (see Ad-hoc Transfer). |
| Ad-hoc Sales Order | Creates a sales order on the device (see Ad-hoc Sales Order). |
| Ad-hoc Neg. Adjustments | Starts a negative adjustment (outflow) of inventory (see Ad-hoc Neg. Adjustment). |
| Inventory Overview | Opens the Inventory Overview. |