Client Role in Clarus WMS

Client Role in Clarus WMS

Client Role and Setup Guide for Clarus WMS

This guide explains how to set up the Client role in Clarus WMS, giving your clients limited access to manage specific areas relevant to their business, such as goods in, sales orders, reports, and stock.


Step-by-Step Guide

1. Limit Warehouse Access

When you set up a client, make sure to untick ""View all warehouses"". This stops the client from seeing all warehouses in the system and keeps them to their own specific warehouse.

2. Assign the Correct Warehouse

After unticking ""View all warehouses"", a smaller screen will pop up. Use this screen to pick the warehouse that is right for the client. Assign the correct warehouse to make sure the client can only get to their designated location.


FAQs

What can a client manage in Clarus WMS?

Clients can view and manage Goods In, Sales Orders, Reports, and Stocks. They can also view their Transactions.

How do I stop a client from seeing all warehouses?

During setup, untick the View all warehouses option, then choose and assign the client's specific warehouse.

Can a client look at stock in more than one warehouse?

No, clients can only access the warehouses you give them when you set them up.

Can a client run and manage reports?

Yes, clients can view and manage reports, depending on what permissions they have.

Can a client change stock settings?

Yes, clients can view stock, put it on hold, and take it off hold within their assigned warehouse.


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