Before you can start using Warehouse Mobile in Business Central, you need to complete two setup tasks. You must set up the user as a warehouse employee using standard Business Central functionality, and you must set up the user as a Mobile Flow user. Without both of these in place, the user cannot operate the mobile solution.
You set up warehouse employees per location code. If you run warehouse functionality with bins, each employee needs to be registered on the relevant location codes, and you can mark one as the default employee.
You set up the Mobile Flow user in the Mobile Flow User Setup. Here you link the Windows AD user to a resource. You can use a fixed resource by adding a resource number, or you can use a non-fixed resource. For each resource, you also need to create a Mobile Flow Resource User in the resource setup, and you must do this for every person who should use the system.
Set up warehouse employees per location code
The first prerequisite is standard Business Central functionality. If you are running warehouse functionality with bins, you need to make sure your warehouse employees are set up correctly.
You set up warehouse employees per location code. A user can be the default employee on one location code, and you can add the user to whatever other location codes they work on. Each employee should be registered like this for the locations they handle.
Set up the Mobile Flow user and link the AD user
The second prerequisite is the Mobile Flow User Setup. In here, you add the Windows user, the AD user that the computer is using.
You then connect the user to a resource. You can use a fixed resource by adding a specific resource number, or you can use a non-fixed resource. Either way, you need to define a resource setup for the resources you are using.
It is possible to select a resource directly here, because this uses the standard resource functionality in Business Central where the basic information on the resource is handled. On top of that, the resource setup requires you to add a Mobile Flow Resource User.
Create a Mobile Flow Resource User for each person
For each resource number, you create a new Mobile Flow Resource User. You can enter a PIN code for the user if you want to.
When you create a new resource user, the system applies a number of default setups on journals and similar areas. It suggests these defaults automatically and adds a flow permission group. You can change this or add other flow permission groups, which is useful if you have users who should not see everything.
You need to set up a Mobile Flow Resource User for every person who should use the system.
Q&A
What do you need to set up before using Warehouse Mobile?
You need to set up the user as a warehouse employee using standard Business Central functionality, and you need to set up the user as a Mobile Flow user in the Mobile Flow User Setup.
How do you set up warehouse employees in Business Central?
You set up warehouse employees per location code. You mark one as the default employee on a location code and add the user to whatever other location codes they work on. This is required if you run warehouse functionality with bins.
Can you use a non-fixed resource for a Mobile Flow user?
Yes. You can use a fixed resource by adding a specific resource number, or you can use a non-fixed resource. In both cases you define a resource setup for the resources you are using.
How do you connect a Windows user to the Mobile Flow setup?
In the Mobile Flow User Setup, you add the Windows AD user that the computer is using and link it to a resource.
Can you restrict what a Mobile Flow user can see?
Yes. When you create a Mobile Flow Resource User, the system adds a default flow permission group. You can change it or add other flow permission groups if you have users who should not see everything.
Can you add a PIN code to a Mobile Flow Resource User?
Yes. You can enter a PIN code for the user when you create the Mobile Flow Resource User.