The users in the linked license can see the loops in which they are involved in their KanbanBOX board and they can perform some actions.
In the next paragraphs we have listed:
- the parts of the application the users of a linked license can see and the actions they can perform.
- the parts of the application the users of a linked license cannot see and the actions they cannot perform
What a linked supplier or customer can do
Context |
Actions |
User |
Create an unlimited number of usersConfigure the homepage for the usersSet Email notifications for the users of the license |
Master data |
Create part numbers and add the part number transcoding in the loops they are involved Create internal partners and insert them in the loops as internal suppliers (or customers) |
Board |
Visualize the Board as planner and the Board as supplier (or the Board as customer)Visualize the board as tableCreate and save filters on the kanban boardBlock all the cards of a loopFor customers:Add Synchro and Excess cards |
Card |
Print kanban cardsAdd comments to the kanban cardsAdd a Card note to the cardSet the card as Blocked, Out of stock or Urgent For suppliers:Set the kanban card as In process, Done and In transitEdit the quantity when a card is "In process", "Done" or "In transit"Edit the Order number for supplier, the Supplier lot number and the Picking location Add or edit the Expiration date For customers:Change Kanban card statuses to Released and FullEdit the quantity when a card is set as "Released" or "Full" Edit the Order number for customer, the Customer lot number and the Card reference Add or edit the Expiration date |
Loop |
See the Active kanban loop table and loop detailsEdit a loop and insert an Internal partner as Supplier (or Customer)Edit a loop and insert the Location at supplier (or Location at customer) |
Worklist |
Create and print worklistsSee the Active worklists report |
Android/iOS APP |
Download and use the KanbanBOX APP from the Play Store or Apple Store |
Report and statistics |
See Kanban loop statisticsSee Partner statisticsRead the Moves reportRead the Barcode scanning log report (only its scans)Read the Comment History reportRead the Consumptions report |
Settings |
Set the Company calendar and compare it with the customer (or supplier) calendar |
Advanced functionalities |
Create Documents (when the module is active)Negotiate on Synchro cards (when the module is active)Integrate the KanbanBOX license with the ERP |
What a linked supplier or customer cannot do
Context |
Actions not allowed |
Loop |
Edit the kanban loop parameters (except for the internal partner and the location)Delete a kanban loopDo kanban maintenance |
Board |
Manage the Limit of a loopFor suppliers:Add Synchro or Excess cards |
Card |
For suppliers:Set the cards as Released and FullFor customers:Set the cards as In process, Done and In transit |
Template |
Edit the printing template in use or add a new template |
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