How to update Receiving access within the Receive list by Location & Department

The following article outlines how to limit what Department order items Receiver can access. If you do not have access to this feature, contact your Customer Success Manager to discuss gaining access. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.

Steps:

1. 1. Within Settings, select Manage Users under the Setup & Manage section.

   2. Select a User from within the list.

   3. Select the Roles & Permissions tab.

   4. Make sure the Receiver has the Receive permission. If not, click on Edit Permissions at the top, and check the box to add the Receive permission. Once the permission is added, you should see the Locations and Departments button next to the Receive permission: 

   5. If the Locations have been assigned, continue to step 6. If not, select the Locations button next to the Receive permission to select the appropriate Locations. Once all of the Locations have been checked, select the blue Assign Selected Locations button.

   6. Next, select the Departments button.

   7. Check the Departments you want the user to be able to Receive for, then select the blue Assign Selected Departments button. Make sure to add at least 1 department to Receive, since by default the departments assigned will be 0. Once both Location(s) and Department(s) are selected, the Receiver will only see Order Items from the Departments that they were assigned to.