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How to: Set Up Warehouse Employees

Each user who performs warehouse activities must be set up as a warehouse employee assigned to one default location and potentially more non-default locations. This user setup filters all warehouse activities across the database to the employee's location so that the employee can only perform the warehouse activities at the default location. A user can be assigned to additional non-default locations for which the employee can view activity lines but not perform the activities.

To set up warehouse employees

  1. In the Search box, enter Administration, and then choose the related link.

  2. In the Administration department, in the Application Setup area, choose Warehouse.

  3. Choose Warehouse, and then choose Warehouse Employees.

  4. On the Home tab, in the New group, choose New.

  5. Select the User ID field, and then select the user to be added as a warehouse employee. Choose the OK button.

  6. In the Location Code field, enter the code of the location where the user will be working.

  7. Select the Default check box to define the location as the only location where the employee can perform warehouse activities.

  8. Repeat these steps to assign other employees to locations or assign non-default locations to existing warehouse employees.

See Also

Tasks

How to: Set Up Warehouse Management
How to: Convert Existing Locations to Warehouse Locations

Concepts

Configure Warehouse Processes