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KatekileWorldwidekatekile Docs ERP user guide
  1. Guide
  2. Roles & Permissions

Warehouse User

What the Katekile Warehouse User role sees, can do and approves.

Role name in the system: Katekile Warehouse User

Handles goods in, the vault and stock movements. Records Purchase Receipts (GRNs), Stock Entries and Pick Lists, creates Work Orders and Items.

Typical tasks

  • Create Purchase Receipts (GRNs) from Purchase Orders
  • Create Stock Entries — material receipt, transfer to vault, transfer for manufacture
  • Create Pick Lists
  • Create Work Orders and Items
  • Use Stock Balance and Stock Ledger

Your menu

This is the sidebar a user with only this role sees.

Signed in as Zanele (Warehouse User).
Signed in as Zanele (Warehouse User).
Menu groupLinks you see
OverviewHome Dashboard, To Do
PurchasePurchase Orders, Purchase Receipt List
ManufacturingWork Orders, BOM List
Inventory & VaultStock Dashboard, Stock Entry, Pick List, Stock Balance, Stock Ledger, Item List, Item Group, UOM, Warehouses (Vault)
ReportsAll Reports

What you can do — permissions

DocumentReadCreateEditSubmitCancel
Sales OrderR————
SupplierR——n/an/a
Purchase OrderR————
Purchase ReceiptRCW——
ItemRCWn/an/a
Work OrderRCW——
BOMR————
Stock EntryRCW——
Pick ListRCW——
Account †R——n/an/a
Supporting records (16)
DocumentReadCreateEditSubmitCancel
BatchR——n/an/a
BinR——n/an/a
BrandR——n/an/a
Buying Settings †R——n/an/a
CompanyR——n/an/a
Cost Center †R——n/an/a
CurrencyR——n/an/a
Item GroupR——n/an/a
OperationR——n/an/a
Serial NoR——n/an/a
Stock Entry TypeR——n/an/a
Stock Ledger EntryR——n/an/a
Theme SettingsR——n/an/a
UOMR——n/an/a
WarehouseR——n/an/a
WorkstationR——n/an/a

† Read access needed to save purchase/stock documents — see Users & Roles.

n/a — this document type is not submitted; saving it is final.

Approval rights

DocumentFrom stateActionTo stateCondition
QuotationDraftSend For ApprovalPending Approvalany user, only the quotation Owner
CustomerDraftSend For VerificationPending KYC Verificationany user
CustomerPending KYC VerificationApproveApprovedany user
CustomerPending KYC VerificationIncomplete DataIncomplete Dataany user
CustomerIncomplete DataSend For VerificationPending KYC Verificationany user

Step-by-step guides for this role

Last updated October 16, 2026