Adds multiple Employee records to the Warehouse Security grid at once. This enables you quickly add an entire group of employees to the security of the selected warehouse.
Note: This tool only adds Employees to the grid. To set their security, run the Set Employee Security toolkit next.
In the Warehouse Inventory > Warehouses module, click the to expand the desired Part Warehouse record.
Click the Toolkit in the Warehouse Security grid and select the Add Multiple Employees tool. A pop-up similar to the following appears with a list of all active employees:
Select the desired Employees.
You can use the fields at the top of the columns to filter your selections. This makes it possible to search by Employee, Department or Status.
Use CTRL + click to select multiple Employees.
Click Select. The toolkit adds the Employees to the Warehouse Security grid. Run the Set Employee Security toolkit to set security for the newly added Employees.
Copy Employees from another warehouse
Copies Employees with their respective security levels from another Warehouse's Security grid to the current Warehouse's Security grid. You can run the tool again to copy employees from different warehouses.
Important: The tool will always bring in the new employees from the selected warehouse, but WILL NOT:
duplicate employees who already appear in the current Security grid, or
change the existing security settings for an employee listed in this grid.
In the Warehouse Inventory > Warehouses module, click the to expand the desired Part Warehouse record.
In the Warehouse Security grid click the Toolkit and select the Copy Employees from another warehouse tool. Another Warehouse record's Security grid must contain at least one record to run this tool. A pop-up similar to the following appears containing a list of all warehouses that contain security records:
Choose the desired warehouse from the picklist from which to copy its security.
You can use the fields at the top of the columns to filter your selections. This makes it possible to search by Warehouse ID or Name.
Click Select.
The toolkit runs and adds the selected Warehouse's employees with their respective security levels to the Warehouse Security grid for the current Warehouse.
Set Employee Security | Selected Record(s)
Adds or changes the Security for all selected Employees in the Warehouse Security grid. This tool is useful after adding multiple Employees through the Add Multiple Employees toolkit.
In the Warehouse Inventory > Warehouses module, click the to expand the desired Part Warehouse record.
In the Part Warehouses > Warehouse Security grid, select the Employee record(s) for which you want to set employee security.
Click the Toolkit in the Part Warehouses > Warehouse Security grid and select the Set Employee Security | Selected Record(s) tool. A pop-up similar to the following appears containing available Security levels to choose from:
Select the security level you want assigned to the selected Employee(s) for this warehouse.
Click Select. The security is applied to the selected Employees and appears in the grid.