Pick & Pack Optimization

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  1. Pick & Pack Optimization
  2. Roles and permissions
Reference

Who can do what in Pick & Pack Optimization

Assign preparation, review and evidence access to the right people.

Who can do what

Permissions by role
RoleStock requestsPick wavesLot availabilityCarton handlingStock movementsReview and evidenceShipment reference
Inventory ClerkEditEditEditEditViewEditEdit
Inventory SupervisorViewViewViewViewViewViewView
AuditorViewViewViewViewViewViewView
App AdministratorEditViewViewViewViewViewView
AdminEditView——ViewView—

Each role in detail

Inventory Clerk

Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.

Can

  • Manage Cartons, outbound shipments, pick waves, record attachments, shipment stops, stock items, stock lots, stock requests, storage locations
  • View operation receipts, Organizations, pick policies, review decisions, stock movements, stock reservations, team members

Starts on: Open Stock Requests

Inventory Supervisor

Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.

Can

  • Manage pick policies
  • View Cartons, operation receipts, Organizations, outbound shipments, pick waves, record attachments, review decisions, shipment stops, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, team members

Starts on: Waves Awaiting Decision

Auditor

Read-only access to every record and the evidence trail (decisions, receipts, movements).

Can

  • View Cartons, operation receipts, Organizations, outbound shipments, pick policies, pick waves, record attachments, review decisions, shipment stops, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, team members

Starts on: Posted Movements

App Administrator

Maintain the organization and its team members.

Can

  • Manage Organizations, team members
  • View Cartons, operation receipts, outbound shipments, pick policies, pick waves, record attachments, review decisions, shipment stops, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations

Admin

Maintain application access and review the organization setup.

Can

  • Manage Users, Organizations, team members
  • View stock requests, pick waves, stock movements, operation receipts, review decisions

Set up Pick & Pack Optimization your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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