Warehouse Manager

Role name in the system: Katekile Warehouse Manager

Runs dispatch and supervises stock. Creates Delivery Notes from Sales Orders and updates Stock Entries; reads Purchase Receipts, Work Orders and Job Cards.

Typical tasks

• Create and edit Delivery Notes
• Edit Stock Entries
• Monitor stock with Stock Balance and the Stock Dashboard
• Read Work Orders, Job Cards, Purchase Orders and Purchase Receipts

Your menu

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

Menu group	Links you see
Overview	Home Dashboard, Executive Summary, To Do
Sales	Sales Order List
Purchase	Purchase Orders, Purchase Receipt List
Manufacturing	Production Dashboard, Work Orders, Job Cards
Inventory & Vault	Stock Dashboard, Stock Entry, Stock Balance, Stock Ledger, Item List, Warehouses (Vault)
Dispatch	Delivery Notes
Reports	All Reports, Sales Order Analysis, Work Order Summary

What you can do — permissions

Document	Read	Create	Edit	Submit	Cancel
Customer	R	—	—	n/a	n/a
Contact	R	—	—	n/a	n/a
Sales Order	R	—	—	—	—
Delivery Note	R	C	W	—	—
Purchase Order	R	—	—	—	—
Purchase Receipt	R	—	—	—	—
Item	R	—	—	n/a	n/a
Work Order	R	—	—	—	—
Job Card	R	—	—	—	—
BOM	R	—	—	—	—
Stock Entry	R	—	W	—	—
Account †	R	—	—	n/a	n/a

Supporting records (12)

Document	Read	Create	Edit	Submit	Cancel
Address	R	—	—	n/a	n/a
Batch	R	—	—	n/a	n/a
Bin	R	—	—	n/a	n/a
Company	R	—	—	n/a	n/a
Cost Center †	R	—	—	n/a	n/a
Currency	R	—	—	n/a	n/a
Serial No	R	—	—	n/a	n/a
Stock Entry Type	R	—	—	n/a	n/a
Stock Ledger Entry	R	—	—	n/a	n/a
Theme Settings	R	—	—	n/a	n/a
UOM	R	—	—	n/a	n/a
Warehouse	R	—	—	n/a	n/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

Document	From state	Action	To state	Condition
Quotation	Draft	Send For Approval	Pending Approval	any user, only the quotation Owner
Customer	Draft	Send For Verification	Pending KYC Verification	any user
Customer	Pending KYC Verification	Approve	Approved	any user
Customer	Pending KYC Verification	Incomplete Data	Incomplete Data	any user
Customer	Incomplete Data	Send For Verification	Pending KYC Verification	any user

Step-by-step guides for this role

• Delivery Notes
• Stock Entries
• Stock Reports & Dashboard
• Stock Reports & Dashboard