Yoink
Inventory

Enable your team to quickly locate inventory and fill orders.

User roles and capabilities

Create users and/or assign permissions

The Yoink Inventory plugin will add the roles and capabilities below that you can assign to users. You can gain more fine-grained control over WordPress user account capabilities by installing the enhanced capability manager plugin.

yoink_handler

The 'yoink_handler' role has the following permissions

  • yoink_receive_items
  • yoink_ship_items
  • yoink_check_items_in_out
    • Allows the user to move items from one place in any warehouse to any other point so they can e.g., consolidate products spread across multiple stashes to a unified location.
yoink_warehouse_manager

The 'yoink_warehouse_manager' role has all of the same capabilities as the handler role plus...

  • yoink_set_absolute_quantity
    • Warehouse managers can commandeer items or correct quantities irrespective of customer orders.
  • yoink_register_device
    • Allows the user to load a QR code from the WordPress admin screen that can be scanned from Yoink Mobile to link the device to the central server. This is also the base capability needed to see the Yoink Inventory menu in the admin screen at all.
  • yoink_generate_qr_codes
    • Allows the user to use the stash location address QR code generator tool. For more details, see the generator tool documentation here.
  • yoink_export_data
    • Allows the user to export a snapshot of all product quantities in all stash locations in Comma-Separated Values (CSV) format. This is useful for e.g., doing inventory audits.
  • yoink_review_unfilled
    • As handlers work through the digital order pick-list in Yoink Mobile, each line-item in the order gets signed-off via the handler's user account. If any orders get shipped before all of the line-items are signed-off, Yoink Inventory will keep a list of the back-ordered items. This capability allows the manager to review items that still need to be filled and/or refunded via the WordPress admin screen.
yoink_admin

The 'yoink_admin' role and the WordPress administrator role have all of the same capabilities as the warehouse manager role plus...

  • yoink_crud_multiple_warehouses
    • Allows the user to create, read and update warehouse locations.
  • yoink_sync_qtys
    • Allows the user to overwrite the quantities managed by Woo Commerce (e.g., for notifying customers when items are on backorder) with the quantities tracked by Yoink Inventory. Since a given product may exist in more than one location, the quantity synchronization feature is forward-only:
      • All Yoink Inventory stash location quantities are added up
      • All reserved product quantities for outstanding orders are subtracted
      ...and finally the Woo-Commerce-managed product quantities are overwritten with the result of the preceding calculation.