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The HotWax Commerce Pickers App is designed to assist store associates in efficiently picking order items from their facility locations, preparing them for packing and fulfillment. The app supports both wave-based picking and collaborative picking options, allowing store associates to work together seamlessly. Since the app is tailored for collaborative use, no specific permissions are required to access the app or to perform actions such as viewing picklists, scanning items, and completing picklists.
HotWax Commerce provides merchants with a suite of Enterprise User Apps to ensure seamless omnichannel operations such as same-day BOPIS, Ship From Store, and Pre-Order management. User access in HotWax Commerce is tailored based on employees' roles and designations, and customized permission parameters. To ensure that some users can execute actions while others are granted either view-only access or no access to certain or all information within an app's interface.
By enabling or disabling app features and actions by the logged-in user's granted authorizations, HotWax Commerce provides superior security clearance management. This granular control guarantees that only authorized employees have access to specific app features, thereby assisting retailers in preventing unintended alterations.
The HotWax Commerce BOPIS App is designed for store staff to efficiently manage the fulfillment of Buy Online, Pick Up In Store (BOPIS) orders. Similar to the Fulfillment App, store users can carry out essential tasks such as picking, packing, and handing over orders without needing special permissions. As a result, access to the BOPIS app is open to all users involved in the order fulfillment process. However, managing the app's configurations, such as altering settings or workflows, requires higher-level permissions.
Below is a list of all the actions available in the BOPIS App, along with the specific permissions needed to perform them.
Here’s a detailed table of the actions available in the BOPIS App, organized by page, along with the specific permissions needed to perform them:
1
Product View
-
Allows users to view all existing products in the catalog.
2
Product Detail
-
Enables users to check inventory levels across different stores for specific products.
1
Ready for Pickup Button
-
Marks an order as ready for pickup, triggering a notification to the customer.
2
View Inventory
-
Allows users to view the available inventory for items in the order.
1
Handover Button
-
Marks an item as fulfilled when handing over the order to the customer.
2
View Inventory
-
Enables users to view the available inventory for items in the packed order.
3
Resend Notification Button
-
Allows users to resend the pickup notification to the customer.
1
View Completed Orders
-
Allows users to view all completed orders.
1
View Incoming Orders
-
Enables store associates to view incoming orders, ready-for-pickup orders, and completed orders from the store.
1
Order Information
-
Allows store associates to view the details of an order.
2
Order Rejection
COMMON_ADMIN
Enables users to reject an order completely or partially, based on available inventory or other factors.
1
Order Edit Permissions
COMMON_ADMIN
Controls what customers are allowed to edit on their order when re-routing fulfillment.
2
Partial Order Rejection
COMMON_ADMIN
Specifies whether a BOPIS order can be partially rejected if inventory is insufficient at the store.
3
Show Shipping Orders
-
Allows users to view shipping orders alongside pickup orders.
4
Generate Packing Slip
-
Enables the creation of packing slips, helping customers reconcile their order against delivered items.
5
Enable Tracking
-
Tracks who picked orders by entering picker IDs during the packing process.
6
Notification Preference
-
Allows users to select the types of notifications they want to receive.
The HotWax Commerce Fulfillment App is designed specifically for store fulfillment teams. It allows store users to carry out basic tasks such as picking and packing without special permissions, so access to the Fulfillment app is open for all users. However, sensitive actions like marking an item as shipped or altering fulfillment-related settings require higher-level permissions. Below is a list of all the actions available in the Fulfillment App, along with the specific permissions needed to perform them.
1
Open orders view
-
Permission to view the "Open Orders" page, displaying orders that are in an unprocessed state.
2
Reject all (Open Orders)
COMMON_ADMIN
Allows users to reject all orders that are in the open state, removing them from processing workflows.
3
Print picksheet
-
Enables the printing of a picksheet that can be used to assign pickers to orders in bulk, streamlining the picking process.
4
Order actions Chip > Pick order
-
Allows users to assign a picker to a specific individual order, initiating the fulfillment process for that order.
5
Order actions Chip > View Order details
-
Routes the user to the detailed view of an individual order, where further actions can be taken or details can be reviewed.
6
View item QOH (Open Orders)
-
Displays the Quantity on Hand (QOH) for items in the order, helping users assess available stock for fulfillment.
1
In Progress view
-
Permission to view the "In Progress" orders page, where orders in various stages of processing are listed.
2
Reject all (In Progress)
COMMON_ADMIN
Allows users to reject all orders that are in the "In Progress" state, stopping further processing.
3
Pack orders
-
Provides the ability to pack all listed orders. Users are asked to confirm additional information before completing the packing process.
4
Order actions Chip > View details (In Progress)
-
Routes the user to the detailed view of an order currently in progress, where further actions can be taken or details can be reviewed.
5
Ready to pack
-
Allows users to select a box or container for an item during the packing process.
6
Report an issue
-
Provides the option for users to report issues encountered during the fulfillment process.
7
View item QOH (In Progress)
-
Displays the Quantity on Hand (QOH) for items in the order, helping users assess stock availability for completion.
8
Pack Order
-
Opens a popover for users to pack individual orders. Additional confirmation may be required to ensure all information is accurate before completing the packing.
9
Shipping label error
-
Alerts users to errors related to shipping labels, allowing them to address issues before proceeding with order fulfillment.
1
Completed view
-
Permission to view the "Completed" orders page, displaying orders that have been fully processed and are awaiting shipment.
2
Ship
COMMON_ADMIN
Enables the user to ship all listed orders. Once an order is shipped, it cannot be unpacked or edited. The "Ship" button will be enabled if the order has at least one packed shipment and all required information is present, including tracking details if needed.
3
Order actions Chip > View details (Completed)
-
Routes the user to the detailed view of an order that has been completed, where final actions can be reviewed.
4
View item QOH (Completed)
-
Displays the Quantity on Hand (QOH) for items in completed orders, helping users confirm stock used in fulfillment.
5
Ship now
COMMON_ADMIN
Enables the user to ship packed orders once all shipment information is complete, including tracking information if applicable. If tracking is missing, users with the "force ship" permission can still proceed.
6
Regenerate Shipping Label
-
Allows users to regenerate the shipping label for a completed order if necessary, ensuring proper labeling for shipment.
7
Print Customer Letter
-
Enables users to print the packing slip or customer letter associated with the order, ensuring documentation is provided with the shipment.
8
Unpack orders
COMMON_ADMIN
Provides users with the ability to unpack orders and send them back to the "In Progress" state if necessary. This action is only enabled when all required shipment and package information has been provided.
1
Transfer Orders View tab
APP_TRANSFER_ORDERS_VIEW, ORD_TRANSFER_ORDER_VIEW, or ORD_TRANSFER_ORDER_ADMIN
Grants access to the "Transfer Orders" tab, allowing users to view and manage inventory transfer orders between facilities or stores.
2
Transfer order detail tab
ORD_TRANSFER_ORDER_VIEW or ORD_TRANSFER_ORDER_ADMIN
Provides permission to view detailed information on transfer orders, allowing users to review the status, contents, and actions for each order.
3
Scan item input
-
Allows users to manually enter the SKU of an item for scanning during the order transfer process.
4
Scan item button (Barcode)
-
Enables the barcode scanner functionality for quickly scanning items during transfer order processing.
5
Open > Pick all
-
Allows users to pick all items in a transfer order when the "Pick All" button is enabled and no shipment ID has been assigned.
6
Completed > Regenerate shipping label
-
Provides the ability to regenerate shipping labels for transfer orders that have been completed.
7
Create shipment
ORD_TRANSFER_ORDER_CREATE or ORD_TRANSFER_ORDER_ADMIN
Enables users to create a shipment for a transfer order, preparing it for dispatch to the receiving facility.
1
EXIM view
-
Permission to view the "EXIM" page, providing visibility into export/import data and actions.
2
EXPORT Packed orders
-
Allows users to export data for orders that have been packed but not yet shipped, facilitating external tracking and reporting.
3
IMPORT Shipped orders
-
Enables users to import shipped order data from an external system based on tracking codes, ensuring accurate record-keeping within the platform.
1
Rejection reasons view
SFA_ADMIN
Grants access to the "Rejection Reasons" tab, where users can view and manage reasons for order rejections within the system.
2
Variance type selection
-
Allows users to select a specific rejection reason from a predefined list when processing rejected orders.
3
Ellipsis button > Remove reason
-
Provides the ability to remove a rejection reason from the system, ensuring the list of reasons remains relevant and accurate.
4
Add new Rejection reason
-
Opens a modal for users to create a new rejection reason, allowing customization of rejection types within the system.
1
Carrier View
CARRIER_SETUP_VIEW
Grants access to the "Carrier & Shipment Methods" tab, where users can view and manage carriers and their associated shipping methods.
2
Create new Carrier
CARRIER_SETUP_VIEW
Provides users with the ability to create a new carrier and configure its shipping methods, helping to ensure accurate shipping options are available in the system.
3
Create carrier > Setup methods > Setup methods page
CARRIER_SETUP_VIEW
Allows users to set up and configure shipping methods for carriers that have been created, ensuring all necessary options are available for order fulfillment.
4
Carrier details view
CARRIER_SETUP_VIEW
Provides access to view the details of a specific carrier, including shipping methods and associated configurations.
1
Order online fulfillment
COMMON_ADMIN
Allows users to configure the order fulfillment capacity of their facility, ensuring the system accurately reflects the facility's capabilities.
2
Sell inventory online
COMMON_ADMIN
Controls whether the store's inventory is made available for online sales, allowing users to manage online inventory visibility.
3
Product Identifier selection
-
Allows users to choose a product identifier to view products using their preferred identification method, facilitating easier product management.
4
Generate shipping label toggle
-
Enables users to toggle the option to print supplementary documents, such as a shipping label, with the shipment for better package identification.
5
Generate packing slip toggle
-
Provides the ability to toggle the option to print a packing slip alongside the shipment, ensuring proper documentation is included with orders.
1
Orders detail page > Ship now (Completed orders)
COMMON_ADMIN
Allows users to ship a packed order, provided all shipment and package information is complete. The button will be enabled when tracking information is either provided or force ship permission is granted.
2
Orders detail page > View Details
-
Enables users to view the order details along with customer detailed information and the selected shipping carrier details
3
Orders detail page > Unpack (Completed orders)
COMMON_ADMIN
Provides the ability to unpack a completed order and send it back to the "In Progress" state. This action is only enabled when all required shipment and package information is present.
Here is the updated version of the Users App documentation with serial numbers added:
The HotWax Commerce Users App is designed to manage user profiles and permissions within the system. Since all users are permitted to manage their own profiles, no specific permission is required to access the Users App for personal profile management. However, to add new users or to manage permissions specific to other users, additional higher-level permissions are required.
Below is a list of all the actions available in the Users App, along with the specific permissions needed to perform them.
The HotWax Commerce Pre-Order
App is designed for merchandisers to gain a clear understanding of their presell catalog, allowing them to track the status of pre-orders and backorders, and confirm listed items on the eCommerce platform. This app enables merchandisers to efficiently manage all pre-orders, including the ability to release them manually. The Pre-Order App is designed specifically for merchandisers to get a full overview of the pre-order products; therefore, the "PRE-ORDER APP VIEW" permission is required to access the app. Furthermore, actions that involve pre-order inventory configurations also require higher-level permissions. Below is a list of all the actions available in the Pre-Order App, along with the specific permissions needed to perform them.
The HotWax Commerce Receiving
app is designed specifically for store associates to receive shipments arriving at their facilities. Since the app facilitates manual scanning and receiving by store associates, no specific permissions are required to access the app or to perform basic receiving tasks. However, to complete and close shipments, higher-level permissions are required. This ensures that only store managers, after verifying that the items have been received as requested and addressing any discrepancies, can finalize the shipment process.
Below is a list of all the actions available in the Receiving App, along with the specific permissions needed to perform them.
HotWax Commerce’s Job Manager App enables users to view, schedule, and update job workflows running within the Order Management System for operations related to orders, products, inventory, and more. Users can easily view all jobs to see which jobs are scheduled and when they will run. While no specific permissions are required for viewing jobs, advanced permissions are necessary to schedule or manage job workflows.
Below is a list of all the actions available in the Job Manager App, along with the specific permissions needed to perform them.
1
Edit Profile Information
-
Allows users to add a photo and edit personal information such as their name.
2
Block Login
SECURITY_CREATE OR SECURITY_ADMIN
Enables the ability to block a user's access to HotWax Commerce applications.
3
Reset Password
-
Allows users to reset their own password.
4
Add Contact Details
-
Enables users to add or update contact information such as email, phone number, and external ID.
5
Select Security Permissions
WEBTOOLS_VIEW
Allows users to change security groups assigned to themselves or others.
6
Add Product Store
SECURITY_CREATE OR SECURITY_ADMIN
Provides the ability to assign users to a specific product store.
7
Add to Facilities
STOREFULFILLMENT_ADMIN
Enables the assignment of users to specific facilities for fulfillment tasks.
8
Add as Picker
STOREFULFILLMENT_ADMIN
Allows the user to be added as a picker for fulfillment purposes.
9
Select Favourite
-
Enables users to select a favorite product store and Shopify shop for preselection across all applications.
1
View Tab
SECURITY_VIEW OR SECURITY_ADMIN
Allows users to view all permissions currently assigned within the system.
2
Create Security Group
SECURITY_CREATE OR SECURITY_ADMIN
Provides the ability to create new security groups for managing user permissions.
3
Add/Remove Permissions
SECURITY_CREATE OR SECURITY_ADMIN
Enables users to add or remove permissions from existing security groups.
4
Download Permission List
-
Allows users to download a list of existing permissions within a security group.
1
View Products
-
View all products currently on pre-order.
2
View Product Details
-
View detailed information and all orders for a specific product.
3
Filter Orders
-
Filter orders for specific products based on size, order date, promise date, or loyalty status.
4
Release Orders
-
Release all orders associated with the selected products.
1
View Product Catalog
-
View the complete product catalog, including pre-orders and backorders.
2
Filter Product Catalog
-
Filter the product catalog based on pre-order, backorder, or all products.
1
View Pre-Order Listing Status
-
View the listing status, eligibility, and pre-order timeline of products.
2
View Purchase Order Details
-
View complete purchase order details, including purchase order date, ATP (Available to Promise) of the product, and already allocated inventory from the purchase order.
3
View Online ATP Computation
-
View ATP computation details, including current online ATP, quantity on hand (QOH), and excluded ATP.
4
Reserve Inventory
COMMON_ADMIN
Configure whether the OMS (Order Management System) should reserve inventory for pre-orders.
5
Hold Pre-Order Physical Inventory
COMMON_ADMIN
Configure inventory computation to prevent physical inventory from being made available online for products with orders in the Pre-Order parking.
6
View Pre-Order Jobs
-
View all pre-order jobs and their next scheduled run times.
7
View Shopify Listing Status
-
View the listing status of products on Shopify.
1
View Shipment Details
-
Allows users to view detailed information about a specific shipment.
2
Scan Items
-
Enables users to scan items that are part of the shipment.
3
Add Items
RECEIVING_ADMIN
Allows users with higher permissions to add unexpected items to the shipment.
4
Receiving Items
-
Allows users to receive items listed in the shipment.
5
Product Image
-
Enables users to view and enlarge the product image associated with the shipment.
6
View Receiving History
-
Allows users to view the history of receiving activities related to the items in the shipment.
7
Receive and Close Shipments
RECEIVING_ADMIN
Allows users with higher permissions to receive and close the shipment after verifying all items.
1
Select Product Identifier
COMMON_ADMIN
Allows users to select the product identifier that will be used to view items within the app.
1
View Page
-
Allows users to view the Initial Load page, including the list of jobs and access to the initial load menu for managing related workflows.
2
Import Products in Bulk
COMMON_ADMIN
Import products in bulk from Shopify into HotWax Commerce.
3
Import Orders in Bulk
COMMON_ADMIN
Import orders in bulk from Shopify into HotWax Commerce.
4
Process Bulk Imports
COMMON_ADMIN
Process bulk imported files from Shopify into HotWax Commerce.
1
View Page
-
Allows users to view the Pre-orders page, including the list of jobs and access to the pre-order menu for managing related workflows.
2
Enable/Disable Jobs
COMMON_ADMIN
Enable or disable pre-order jobs by checkbox.
3
View Presell Catalog
COMMON_ADMIN
View items that are on pre-order and backorder catalog in HotWax Commerce.
1
View Page
-
View the Orders page, including scheduled and available jobs, and view history.
2
Update Jobs
COMMON_ADMIN
Change job schedule, runtime, and parameters.
3
Update Job Configurations
COMMON_ADMIN
Skip once, Disable, Save Changes, and Run Serial No.w options for job configurations.
4
Order Webhooks
COMMON_ADMIN
Subscribe to Shopify webhooks related to orders.
1
View Page
-
Allows users to view the Brokering page, including the list of scheduled jobs.
2
Create Brokering Run
COMMON_ADMIN
Create a new run for brokering orders.
3
Update Schedule Runs
COMMON_ADMIN
Update the runtime and frequency of brokering runs.
1
View Page
-
View the Fulfillment page, including scheduled and available jobs, and view history.
2
Update Jobs
COMMON_ADMIN
Change job schedule, runtime, and parameters.
3
Update Job Configurations
COMMON_ADMIN
Skip once, Disable, Save Changes, and Run Serial No.w options for job configurations.
4
Auto Cancellation Configurations
COMMON_ADMIN
Manage auto-cancellation settings including days input, save button, and daily toggle options.
1
View Page
-
Allows users to view the Inventory page, where they can see the scheduled and available inventory jobs and view the job history.
2
Update Jobs
COMMON_ADMIN
Enables users to change the schedule, runtime, and parameters for inventory-related jobs.
3
Update Job Configurations
COMMON_ADMIN
Allows updating job configurations such as skipping a job once, disabling a job, saving changes, and running the job immediately.
4
Inventory Webhooks
COMMON_ADMIN
Manages Shopify webhooks related to inventory level updates, ensuring real-time synchronization between systems.
1
View Page
-
Allows users to view the Product page, where they can see the scheduled and available product-related jobs and view the job history.
2
Update Jobs
COMMON_ADMIN
Enables users to change the schedule, runtime, and parameters for product-related jobs.
3
Update Job Configurations
COMMON_ADMIN
Allows updating job configurations such as skipping a job once, disabling a job, saving changes, and running the job immediately.
4
Product Webhooks
COMMON_ADMIN
Manages Shopify webhooks related to importing and deleting products, ensuring accurate product data management.
1
View Page
-
Allows users to view the Reports page, where they can see the scheduled and available report-related jobs and view the job history.
2
Update Jobs
COMMON_ADMIN
Enables users to change the schedule, runtime, and parameters for report-related jobs.
3
Update Job Configurations
COMMON_ADMIN
Allows updating job configurations such as skipping a job once, disabling a job, saving changes, and running the job immediately.
1
View Page
-
Allows users to view the Miscellaneous page, where they can see the scheduled and available miscellaneous jobs and view the job history.
2
Update Jobs
COMMON_ADMIN
Enables users to change the schedule, runtime, and parameters for miscellaneous jobs.
3
Update Job Configurations
COMMON_ADMIN
Allows updating job configurations such as skipping a job once, disabling a job, saving changes, and running the job immediately.
1
View Page
COMMON_ADMIN
Allows users to view the Schedule in Bulk page, where they can see the scheduled bulk jobs.
2
Schedule Jobs
COMMON_ADMIN
Enables users to schedule multiple jobs in bulk, streamlining the job management process.
1
View Users
-
Allows users to view all existing users within HotWax Commerce.
2
Search Users
-
Enables users to search for specific users by name, email, or other identifiers.
3
Create Users
SECURITY_CREATE OR SECURITY_ADMIN
Provides the ability to create new user profiles within the system.
1
Search Orders
-
Search all the pre-orders within the system.
2
Filter Orders
-
Filter orders based on order date, promise date, or loyalty status.
3
Release Items
-
Release items from the parking queue to begin fulfillment.
4
Edit Promise Date
-
Edit the promise date of the order as needed.
1
View Shipments Tab
-
Allows users to view a list of shipments arriving at their facility.
2
View Returns Tab
-
Enables users to view and manage shipments returning to the facility.
3
View Purchase Order Tab
-
Allows users to view arriving purchase order (PO) shipments.
1
View Page
-
Allows users to view the Pipeline page, including the list of jobs
2
View Pending Tab
-
View all the jobs that are scheduled to run.
3
View In Progress Jobs
-
View jobs that are currently in progress.
4
View Completed Jobs
-
View jobs that have already been completed.
5
Update Job Configurations
COMMON_ADMIN
Allows updating job configurations including Skip Once, Disable, Save Changes, and Run Serial No.w.
The HotWax Commerce Import App is designed specifically for merchandisers to manage purchase order inventory and regular inventory imports from external systems into HotWax Commerce using CSV files. Since inventory management at the enterprise level is a critical function, access to the Import App is restricted to users responsible for these tasks. Therefore, only users with "IMPORT_APP_VIEW" permissions can access the app. Additional permissions are required to manage specific processes within the Import App, ensuring that only authorized personnel can execute sensitive tasks.
Below is a list of all the actions available in the Import App, along with the specific permissions needed to perform them.
Serial No.
Action
Permission
Description
1
Inventory tab
MDM_IMP_INVENTORY_VIEW
Enables users to upload CSV files containing inventory data received from external systems.
2
Schedule Restock tab
-
Allows users to schedule inventory restocking based on the imported data.
3
Purchase Order tab
-
Provides the ability to upload CSV files to import purchase orders into the system.
4
Saved Mappings tab
-
Enables users to view previously saved mappings that link CSV file data to system fields.
5
Review Inventory CSV page
-
Allows users to review imported inventory CSV files and correct any issues or discrepancies.
The HotWax Commerce Facilities
app is designed for specialized users such as admins and store heads. It facilitates the creation of new facilities within HotWax Commerce, mapping them with external systems, and managing their scope of participation in store fulfillment processes. Consequently, access to the Facilities App is restricted to specialized users only. To log in to the Facilities App, users must have the "FACILITIES_APP_VIEW" permission.
All actions within the Facilities
App users with this permission level are unrestricted, as higher-level access is required to enter the app. Below is a summary of the actions available in the Facilities App:
Serial No.
Action
Description
1
Create New Virtual Facility as Parking
Allows users to create a virtual facility specifically for parking purposes.
2
Rename Parking
Enables users to change the name of an existing parking virtual facility.
3
Archive Unused Parking
Option to archive parking virtual facilities that are no longer in use.
Serial No.
Action
Description
1
Create New Facility Groups
Allows users to set up new groups to organize multiple facilities.
2
Edit Facilities in Group
Enables users to modify the facilities that belong to a specific group.
3
Edit/Delete Group
Option to edit the details of or delete an existing facility group.
4
Change Facility Group Subtype
Allows users to change the subtype of a facility group to fit different needs or classifications.
Serial No.
Action
Description
1
Change Facility Name and Type
Enables users to update the name and type of a facility.
2
Add Address and Contact Details
Allows users to input or update the address and contact information for a facility.
3
Add Latitude and Longitude
Option to add geographical coordinates to a facility for accurate location tracking.
4
Manage Operating Hours
Enables users to set or modify the operating hours for a facility.
5
Assign Product Store
Allows users to designate which products are handled by a specific facility.
6
Manage Fulfillment Settings
Option to configure settings related to the fulfillment processes for a facility.
7
Select Online Sales Channels
Enables users to specify which online sales channels are associated with a facility.
8
Manage Online Order Fulfillment Capacity
Allows users to set or adjust the capacity for fulfilling online orders at a facility.
9
Create Login for Store
Option to generate login credentials for store users who need access to the facility's functions.
10
Add Mappings
Allows users to create or update mappings between facilities and other systems or services.
11
Add Staff
Enables users to assign staff members to a facility.
12
Add Locations
Option to include additional locations or sub-areas within a facility.
13
Assign Groups
Allows users to assign a facility to one or more facility groups for better organization.
Serial No.
Action
Description
1
Search Facilities
Allows users to search for specific facilities using various criteria such as name or location.
2
Create Facilities
Enables users to set up new facilities within HotWax Commerce.
3
Sell Online Chip
Option to enable or manage online sales capabilities for a facility.
4
Daily Order Capacity Chip
Allows users to set or view the daily order capacity for a facility.