Assigning Team Members & Roles in Picklist Manager
The Picklist Manager is a feature within TapGoods PRO that organizes and streamlines the process of preparing inventory for orders. It provides a centralized view of all Picklists for efficient order management.
This page can be found under “Operations” on the TapGoods PRO menu.
Once you have navigated to the Picklist Manager page, you can add Team Members along with their Role to a picklist. This allows users to clarify the roles of Team Members assigned to Picklists, ensuring everyone knows their tasks.
In Picklist Manager, you can assign Team Members and their Role to each Picklist quickly and easily.
To do so, follow the steps listed below:
- In Picklist Manager, click on the Order you want to view in more detail.
- In the expanded view, click Add Team Member. This will open a side drawer.
- Click Add Team Member, which will open up a list of the Team Members added to your TapGoods PRO account.
- Click on a Team Member.
- Once a Team Member is added, a dropdown menu will appear next to their name.
- Click on the dropdown arrow and select a Role.
- Click away from the side drawer.
Once you’re finished, the Team Member(s) and their Role(s) will be visible on the Picklist.