This is the complete map of what stops you on the Shipping & Receiving screens, and why. There are two very different kinds of block, and telling them apart saves a lot of wasted time:
- A permission block — you personally have not been granted this. The menu item or the button simply is not there. Fix: ask an administrator.
- A rule block — the button is there, you tap it, and myWork refuses with a reason. Fix: change the situation, not your permissions. Nobody bypasses these, administrators included.
If a menu item is missing you have a permission problem. If you get an error message, you have a rule problem.
Part 1 — permissions, screen by screen
Permission names below are the ones an administrator sees when building a role.
Purchase Orders (receive)
- See the menu item:
PurchaseOrderUser - Open the screen: any of
PurchaseOrderUser,PurchaseOrderWrite,PurchaseOrderApprove— anything else lands on Access Denied - Receive goods:
PurchaseOrderUser - Edit a draft order:
PurchaseOrderWrite - Place / park / cancel an order:
PurchaseOrderApprove - Adjust a cost:
ProductCostAdjust
Receiving pushes a receipt to Unleashed. It is a real financial event and it cannot be reversed from the floor.
Local Receipts
- See the menu item and open it:
LocalReceiptUserorLocalReceiptReceiveor a per-area grant (CREATE_LOCAL_RECEIPT/PROCESS_LOCAL_RECEIPT) on any area - Create / edit / delete a receipt:
LocalReceiptUser(or the per-area create grant) - Receive stock inbound:
LocalReceiptReceive(LocalReceiptUseralso covers this) - Pull a Placed receipt back to Parked:
ShipmentUnplace— or be the person who created it - Correct a mis-typed serial number:
SerialNumberCorrect
Credit Notes (Returns)
- See the menu item and receive returns:
CreditNoteUser - Approve the return so it reaches your queue at all:
CreditNoteApprove— this is a sales manager job, done before you ever see it - Complete the credit note in Unleashed:
CreditNoteWrite
Returns Inspection
- See the menu item, and release quarantined stock:
CreditNoteInspect
Local Shipments
- See the menu item:
LocalShipmentUserorLocalShipmentDispatch - Create / edit / delete:
LocalShipmentUser - Dispatch (consume the stock out):
LocalShipmentDispatch - Pull a Placed shipment back to Parked:
ShipmentUnplace— or be its creator - Correct a wrongly-Dispatched shipment:
LocalShipmentAdmin
Sales Shipments
- See the menu item:
SalesShipmentUser,SalesShipmentDispatchorSalesShipmentAdmin - View, and send the customer a delivery note:
SalesShipmentUser - Create a shipment from a Sales Order, and Place it:
SalesShipmentWrite— this pushes to Unleashed and runs the over-sell check - Dispatch:
SalesShipmentDispatch - Override the status of an existing shipment (Parked / Placed / Deleted):
SalesShipmentAdmin - Force-place a shipment that fails the over-sell check:
SalesShipmentOversellOverride— deliberately rare, sales-manager only, and audited - Work the packing queue:
ShipmentPack - Use reusable packaging (a crate or pallet drawn from stock):
ShipmentPackReusable
Note what is not bundled: holding SalesShipmentUser lets you look, not place; placing is SalesShipmentWrite; dispatching is SalesShipmentDispatch. They are separate on purpose — committing stock, moving stock and rewriting a status are three different responsibilities.
External Services
- Both directions (send out and receive back):
ExternalServiceUser - Send out only:
ExternalServiceDispatch - Receive back only:
ExternalServiceReceive - Create / place / cancel / short-close:
ExternalServiceAdmin - Approve the service purchase order:
PurchaseOrderApprove
The direction toggle on the flow card only offers you the direction you are allowed to do.
My Deliveries
- See the menu item:
CourierDriver - Act on a job: you must be the assigned driver. This is not a permission you can be granted around — the screen only ever shows your own deliveries.
Part 2 — the rules nobody bypasses
These are enforced on the server, in the same place for the web app, the phone and the API. An administrator gets the same refusal you do.
1. Status. You may only collect stock onto a Placed document. A Parked one is refused with "place it first, then collect." Tell whoever asked you that it is not placed and leave it with them — getting it placed is the requester's job with Sales, not a message you relay. Full detail: Shipping & Receiving statuses.
2. Availability — the free-to-move check. Collecting is hard-blocked when the product is already promised to other Placed shipments and orders. There is no floor override. Full detail: Why a shipment says "Not enough free stock".
3. Collector signature. No outbound job dispatches without one. Tap Dispatch with no signature and the pad opens by itself; the dispatch does not go through until it is signed. Applies to Sales Shipments, Local Shipments and External Service send-outs.
4. Everything must be in your hands first. Sales Shipment dispatch is blocked while lines are still un-fetched, and it tells you what is outstanding and who is holding it. Shipping short is possible, but only as a deliberate confirmed action — never by accident.
5. Sellable stock only. You cannot put non-stock, damaged, returned-but-uninspected or other non-sellable stock on a Sales Shipment. It refuses and names the category.
6. Quantity caps. You cannot collect more than the line needs ("Picking Up more than required"), more than the shipment total ("Cannot collect more than shipment qty!"), or zero/negative ("Positive qty required").
7. One collector at a time. A Local Shipment being collected is locked to that person. Somebody else picking it up gets told who has it.
8. A photo before you receive a return. On a Credit Note return line you must take an item photo before the Receive button will work — the condition of returned goods is the whole point of the record.
9. Returned stock is quarantined. Goods received against a credit note are recorded in stock but are not sellable until a technician releases them on Returns Inspection.
10. Finished records are read-only. A receipted PO, a completed Local Receipt, a dispatched shipment — all open so you can review them, with the stock-moving buttons switched off. Adding attachments is always allowed, even after completion. Deleting them is not: on a completed record you may only remove attachments you added in this session, never the originals kept as proof.
11. You pick the source. Always. myWork will never auto-choose which bin your stock comes out of. The same product sits in several places at once, and guessing would record a move out of a location the goods never left. Choose the bin — or your own personal inventory — every time.
12. Nothing is carried untracked. Any pickup or drop is a recorded move into or out of your personal inventory. That is the three-metre rule, and it is why your personal inventory exists.
If you are blocked
- The menu item is missing → a permission you do not hold. Ask an administrator, and tell them which screen and which job — the permission names above are exactly what they need.
- You land on Access Denied → same thing, reached by a direct link instead of the menu. The link was valid; your access was not.
- The button is there but refuses with a message → read the message. It is a rule, and it is telling you what to change.
- Somebody asked you to do something a rule blocks → tell them what the rule said, and hand it back. The person who needs the work done owns clearing the block — chasing it on their behalf only hides who is waiting on whom.
- Still stuck → use the chat icon next to the record number. It opens that record's own channel, so the conversation stays attached to the job and between the people who can settle it.