IN THIS ARTICLE


  • Capabilities on Mobile: Overview
  • Components of capabilities on mobile
  • Configure capabilities on mobile

Capabilities on Mobile: Overview


This section primarily defines what a user can/can not do on the mobile phone application, and some of these are applicable to the use of web application as well. These capabilities can be specified for each role in the domain (admins, managers and operators) or can be applied for all the users in the domain.


These capabilities can be configured specifically to the following users:

  • Operator: Users will the role of operator can have a specific user behaviour defined
  • Manager: Users will the role of manager can have a specific user behaviour defined
  • Administrator: Users will the role of administrator can have a specific user behaviour defined
  • All: Users with all three roles (Operator, Manager & Administrator) will have similar user behaviour. However, if any role specific changes are made, those changes will overwrite the configuration set for All 


Components of capabilities on mobile

 

The capabilities on mobile for a user in the domain can be specified for the following: 

     

  1. Role : This field displays the user role to which the capabilities mentioned in this section apply. The role of the user has to be selected first prior to configuring the other capabilities.    


    		 NOTE
    Individual role permissions will always override the permissions given to all the user roles in the domain
  2. Menu items to disable : This section lists the operations which can be disabled for a particular user role or for all the users in the domain. The list of operations which can be disabled are as follows:
    • For users across roles (All, operator, manager & administrator):
      • View stock: Selecting this option will disable the user from viewing stock of the entity on the mobile application. 
      • Enter stock counts: Selecting this option will disable the user from creating stock count transaction on the mobile and web application.
      • Transaction history: Selecting this option will disable the user from viewing the history of transactions on the mobile application. 
      • Edit profile: Selecting this option will disable the users from editing their profile details on the mobile application. 
      • Enter issues: Selecting this option will disable the user from creating an issue transaction on the mobile and web application. 
      • Enter discards: Selecting this option will disable the user from performing a discard transaction on the mobile and web application. 
      • Enter receipts: Selecting this option will disable the user from creating a receipt transaction on the mobile and web application. 
      • Transfer stock: Selecting this option will disable the user from performing a transfer transaction on the mobile and web application. 
      • View profile: Selecting this option will disable the option to view his/her profile details of the user on the mobile application. 
      • Export inventory: Selecting this option will disable the option to export inventory on the mobile application.
      • Order new stock: Selecting this option will disable the users from placing orders on the mobile and web application. 
      • View orders: Selecting this option will disable the users from viewing orders on the mobile and web application. This can be selectively chosen for all type of users (All, operator, manager & administrator)
    • For All users:
      • Disable Inventory: Selecting this option will disable the users from performing all inventory related transactions in the domain on the web and mobile application. 
      • Disable Orders: Selecting this option will disable the users from performing all order related transactions in the domain.  
    • For Manager
      • View transfer/release order: Selecting this option will disable the user from viewing transfer/release orders on the mobile and web application. 
      • Create transfer/release order: Selecting this option will disable the user from creating transfer/release orders on the mobile and web application.  
  3.  Allow creation of entities: This section lists the types of entities which can be created by a user on the mobile application as listed below:
    • Entities (managed by the creator): Selecting this option will provide users the ability to create entities where the same users will be managing the entity
    • Customer entities: Selecting this option will provide users the ability to create entities for a customer
    • Vendor entities: Selecting this option will provide users the ability to create entities for a vendor
  4. Allow editing of route tags on mobile: Selecting this option will provide users the ability to edit the route tags on the mobile application
  5. Remote login: Selecting this option will provide ensure that users on a mobile application will have to connect to the server each time they login. This will ensure the freshness of data on the mobile application with regard to changes in stock made for these entities on the web application. If the users are expected to be in non-network location for most of the duration, this option should be unselected so that users can locally login to the application, perform their operations and sync with the server when they are in the network zone.
  6. Materials to be hidden : Specific materials can be hidden from being available for inventory and/or order related operations on the mobile application. This exclusion will be based on material tags.


    		 NOTE
    Material tags should be configured in the Tags section under Configuration to exclude them operations
  7. Materials to be hidden from Inventory view by operations : Specific materials can be hidden from being available for specific inventory related operations on the mobile application. This exclusion will be based on material tags. Operations for which the materials can be hidden are:
    • Issues
    • Receipts
    • Discards
    • Stock counts
    • Transfers
      NOTE
      Material tags should be configured in the Tags section under Configuration to exclude them operations
  8. Specify related entity information to be sent to mobile : Selecting the options here will define if users will be displayed the details of their customers and vendors on the mobile application. This should be selected to allow users to perform transfer, issues, receipts and placing orders where the selection of customer and vendors is necessary.The two options you can select are:
    • Send vendor information to mobile application
    • Send customer information to mobile application
  9. Orders - Enable shipping orders on mobile: Selecting this option will allow users to perform shipping of orders on the mobile application
  10. Geo-location acquisition strategy on mobile : This section allows to define the frequency and location that will be used to know geographic location of a transaction or order. The two options available in capturing geo codes are:
    • Optimistic: Selecting this option will capture the geographic location when the user logs in. The same geographic location will be used for the transactions and orders created as a result. This is better for performance of the application as additional time is not spent on checking for the latest geo codes.
    • Strict: Selecting this option will capture the geographic location when a transaction or order is sent to the server. This ensures that the geo location is fresh and accurate. 


Configure capabilities on mobile


  1. Click on Configuration in the main menu
  2. Click on Capabilities in the drop down
  3. Select the role of the user from the dropdown, for which you want to set the subsequent capabilities
    NOTE:
    All the subsequent capabilities and fields selected will apply to the user role selected above. If 'All' is selected in the dropdown, these capabilities will apply to all the users in the domain.
  4. Select the menu items to disable under the section Capabilities that apply across all roles: Selecting the checkboxes will disable the specific operations


    		 NOTE:
    • Selecting Disable inventory will disable view stock, enter stock counts, enter issues, enter discards, enter receipts and transfer stock operations
    • Checking Disable Orders will disable order new stock and view orders operations for users


  5. Select the applicable option under Allow creation of entities 
  6. Select Allow editing of route tags on mobile, if applicable





7.  Select this option under the Remote login section, if applicable


8. Click or Type in the fields under Materials to be hidden and select the applicable material tags from the dropdown




9. Click or Type in the fields under Materials to be hidden from inventory view by operation and select the applicable material tags from the dropdown



10. Select the applicable options under the heading Specify related entity information to be sent to mobile 


11. Select the option to Enable shipping orders on mobile, if applicable



12. Select the Geo-location acquisition strategy on mobile from the two options available. By default this is selected to be optimistic



13. Click on Save button at the end of the page


14. A message 'Capabilities configuration updated successfully' will appear which confirms that the configuration has been updated.
NOTE:
Ensure this process is repeated for all type of users (Operator, Manager, Administrator and All),