Settings Configuration

The Settings button allows the user to adjust various default settings in the Warehouse Management App.

After clicking on the Settings, you will see the Default Settings which you can edit and change as per your requirement.

Previously there was a Select Cycle Count Selection feature which allowed either only to enter cycle counts manually or with a barcode scanner. This feature is now changed to Enable/Disable Unit Selection which allows both enter units and scan units.

Click on Please Select.

By default the options are set to Scan. However, you can toggle and change, like here we did for Stock Adjustments.

If you go back to home screen (click on home icon top left corner) and click on Stock Adjustments

you will see the top right corner toggle is set to Enter Units.

If you change the same to scan, it gets updated.

The Default Warehouse Location can be changed here as well. Click on the Default Warehouse Location option to change the location.
Click Done to save the selection.

The number of orders displayed per page can be changed by selecting the Orders Displayed Per Page option and selecting the desired quantity for display.
(The default setting is 10 orders per page).
Click Done to save the selection.

The number of products displayed per page can be changed by selecting the Products Displayed Per Page option and selecting the desired quantity for display.
(The default setting is 10 products per page).
Click Done to save the selection.

Cycle Count Increase/Decrease Reasons can be set or changed by clicking on the respective options. You can choose from the varied reasons available.
Click Done to save the selection.

Cycle Count Increase Reason

Cycle Count Decrease Reason

Select Printer allows for selection of an Air Printer or Star Printer.

The selected printer is then used for printing Packing Slips from the app.

Display Product Image Thumbnails, when set to "On" shows product image thumbnails in pick flow when picking products (this feature is Off by default).

Note: Enabling this feature may affect the performance of the app if there is a large quantity of products and images in the back office.

The upgraded warehouse management app offers some more default settings options like:

Display Current Qty is Cycle Count - It displays the current quantity of each product in the Cycle Count. You can either set it to On or Off. By default it is set to On.

If you set it off, you won't be able to see the current quantity of the products in the Cycle count Workflow.

Inventory Updates CSV Email Address - Here, you can add email address to receive CSV of cycle counts/inventory updates.

Along with the home screen (Email Inventory Updates CSV - in the bottom left corner), this feature is now added in Settings as well)

Click on Please Select -> Add Email -> Enter email address -> Click on Add -> Click on Done.

Enable/Disable Workflow - All the workflows are by default enabled but if you wish to disable any of the workflow, click on the toggle, next to the respective workflow and close the window (click on 'X' button).

The workflow/workflows that were disabled in Settings will get Disabled on the home screen too.

Sync from BackOffice Data Filtering - In the backoffice there is a lot of data related to modules. With this feature, you can filter the data and get a custom view of the data only which you want.

For example - For the Shipping Module Custom View, if you want to see only the orders that are shipped

Click on the Arrow sign, alongside.
You can see a pop-up with options like a picker. We here are choosing the Shipped option.
Click on Done.

This way the data will be filtered and you will be able to see only the orders that are shipped.

Inactivity Timeout Minutes - By default, the session expire time is set to 5 Minutes. You can now modify the session timeout and set it anything up to 100 Minutes by clicking on Inactivity Timeout Minutes.
Close the window (click on 'X' button), once the timeout is set.

Last 1 minute of inactivity, you can hear a warning sound and see a message asking whether you want to stay signed in or want to sign out. If you don't click any of the options, you will be automatically logged out after the session expires.

You can enable or disable the unit cost column in the cycle count by setting it on or off.
By default, the unit cost column is displayed in the Cycle count feature.

Click on Display Unit Cost in Cycle Count.
You can see a pop-up where you can select either on and off. As an example, we are making the display - off.
Click on Done.

After setting the Display Unit Cost in Cycle Count to Off, when you go to Homepage -> click on Cycle Count, you will see the Unit Cost column is removed from the table.

Stock Adjustment Increase/Decrease Reasons can be changed as well by clicking on the respective options. You can choose from the varied reasons available.
Click Done to save the selection.

Stock Adjustment Increase Reason

Stock Adjustment Decrease Reason

Enable Line Item shipping - You can enable or disable this option by setting it on or off.
By default, it is set to off. When line item shipping is enabled, in the Pick-Pack-Ship flow only Line Items in Sales Order, associated with the Selected Stock Location (top left location in the warehouse app home screen) will be displayed.

For example, let's consider one sales order under Pick-Pack-Ship.

Here you can see all the line items under that particular sales order. Total, there are 7 items.

Now, in the Settings, when Enable Line Item Shipping is set to "on".

and when you go back to that particular Sales Order under Pick-Pack-Ship workflow, you will see only those line items that are associated with the set stock location. Also, only those line items can be sent to Shipstation.

Earlier there were 7 line items, now you can see the one that is associated with the selected stock location.

Once all the Settings are done, click the icon to return to the Home screen.

Updated 12 months ago