Set up Wiise Warehouse OnTime for Basic Warehousing

Overview:

  • Learn how to set up Wiise Warehouse OnTime for your basic warehouse.
  • Setup users and basic warehouse location 

Why set up Wiise Warehouse OnTime? 

When you’ve completed the sales order or purchase order in Wiise, the warehouse employee can utilise the OnTime app to electronically receive, pick, and put-away orders.    

How to set up Wiise Warehouse OnTime? 

Getting started with Wiise Warehouse OnTime is easy. There are only a few steps you'll need to take to get you, and your team set up. 

  1. Set up Wiise Warehouse OnTime on Wiise ERP Desktop. 
  2. Set up users to access Wiise Warehouse OnTime. 
  3. Set up warehouse locations. 

Set up Wiise Warehouse OnTime on Wiise ERP Desktop 

Before you get started with OnTime, you'll need to enable the application in Wiise.  

  1. On your Wiise ERP Desktop, search Extension Management on the top right-hand corner of the page. Select the related link. The Installed Extensions list page displays.   
  2. The Wiise Warehouse OnTime extension needs to be installed for you to enable the OnTime application in Wiise. 
    installed extensions
    Note:  Please reach out to the Wiise Support team via support@wiise.com if you do not have the Wiise Warehouse Ontime extension installed. 
  3. Next, search for Wiise Warehouse OnTime Azure Setup on the top right-hand corner of the page. Select the related link.   

    Wiise warehouse ontime azure setup
  4. The Wiise Warehouse OnTime Azure Setup page displays.  
    ontime azure setups
  5. Define the variables.
    1. Set Wiise Service as Production. 
    2. Select Actions, then select Update OnTime is Allowed. This action enables the OnTime Allowed toggle.  
  6. You’ve enabled Wiise Warehouse OnTime. 

Set up users to access Wiise Warehouse OnTime 

Wiise uses roles and permissions to make sure the right people have access to the right functionality. 

Note: To use the Wiise Warehouse OnTime app, users must be set up as warehouse employees for each location they require access to.  

  1. Search Wiise Warehouse OnTime on the top right-hand corner of the page. Select the related link. The page displays. 
    user management
    1. Toggle On the Enabled field in the General section.  
    2. Select Mobile Users. Then, select User Management. The Wiise Warehouse OnTime User List displays.   
      user list
      1. Select +New to add users to the list. When you need to make any changes, you can Edit List or Edit the users.  
    Note: After users have been added to the Wiise Warehouse OnTime User List, their OnTime permissions need to be updated on the Users page.  
  2. Search for Users on the top right-hand corner of the page. Select the related link. The Users list displays. You’ll be updating the users OnTime permissions here.  
    users
  3. Select the User Name on the Users List to update the OnTime permissions. The User Card displays.  
  4. Select New Line in the User Permission Sets section. 
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      1. Add a suitable permission set for the user to use the OnTime app.
      2. These group permissions perform the following, from the top having the most permissions:  

        Permission Set Code

        Permission Set Name

        Description

        KBIZ MOB. ADMIN Wiise OnTime Administrator Composite permission set that includes all functions permissions, and the KBIZ MOB. SUPER permissions.
        KBIZ MOB. SUPV Wiise OnTime Supervisor Composite permission set includes the Look Up, Stocktake, Assemble, Move, Pick, Put Away, Receive, Ship, and Adjustment permissions. 
        KBIZ MOB. TEAM Wiise OnTime Team Member Composite permission set that includes the Look Up, Stocktake, Assemble, Move, Pick, Put Away, Receive, and Ship permissions. 
        KBIZ MOB. COUNT Wiise OnTime Count Composite permission set that includes the Stocktake permission. 
        KBIZ MOB. ADJUST Wiise OnTime Adjust Permission to allow using the Adjust function.
        KBIZ MOB. ASSEMBLE Wiise OnTime Assemble Permission to allow using the Assemble function.
        KBIZ MOB. MOVE Wiise OnTime Move Permission to allow using the Move function.
        KBIZ MOB. PICK Wiise OnTime Pick Permission to allow using the Basic and Advanced Pick function.
        KBIZ MOB. PUT AWAY Wiise OnTime Put Away Permission to allow using the Basic and Advanced Put Away function.
        KBIZ MOB. RECEIVE Wiise OnTime Receive Permission to allow using the Receive function.
        KBIZ MOB. SHIP Wiise OnTime Ship Permission to allow using the Ship function.
        KBIZ MOB. STOCKTAKE Wiise OnTime Stocktake Permission to allow using the Stocktake function.
        KBIZ MOB. LOOK UP Wiise OnTime Look Up Permission to allow using the Look Up function.
        KBIZ MOB. BASE Wiise OnTime Basic Basic OnTime permission to read table data. Included in all function permissions.
        KBIZ MOB. SUPER Wiise OnTime Super Full permissions to OnTime documents and settings in Wiise ERP desktop. Cannot see functions via mobile app. Function permissions must be assigned.
    1. You’ve set up users to access the Wiise Warehouse OnTime app in Wiise ERP Desktop.  

    Note: You can control what users have access to within the OnTime app through mobile permission sets.  

     

    Set up warehouse locations 

    Set up locations within your company to help keep track of inventory stored at different physical locations. Each location can be split into bins to help you easily locate where inventory is stored.   

    1. Search for Locations on the top right-hand corner of the page. Select the related link. The Locations list displays.   
    2. Select + New to create a new location or select Manage to update an existing location. 
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    3. In the Warehouse section on your selected Location Card, select to enable the toggle buttons for Require Put-Away, Require Pick, and Bin Mandatory. 
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    4. In the Bins section, leave all fields blank.  
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    5. Once the location is set up, select the Warehouse Employees action bar in the Location Card to allocate users to the location.   
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    6. On a new row in the Warehouse Employee page, select the User ID drop-down menu to select a user that you want to add as a warehouse employee. The user is assigned to the Location Code.  

      Note: You can set up multiple locations for the user ID in Warehouse Employees.   
    7. You’ve set up the warehouse location and assigned warehouse employees.  

    Note: When you’ve set up and enabled Wiise Warehouse OnTime on your Wiise ERP desktop, your users can download the Wiise Warehouse OnTime mobile app and login to start using the OnTime app at the warehouse.  

     

      

    What’s next?  

    Download the Wiise Warehouse OnTime mobile app, then sign in to the OnTime app from your mobile device to start your work at the warehouse. Once you’ve signed into the OnTime app, here’s how you’ll navigate the Wiise Warehouse OnTime mobile app.   

      

    Need more help?   

    No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.