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    Help Pages: Dashboard

    Dashboard thumbnail image

    The Fulfillment Dashboard contains several useful information metrics and links. You can inspect the individual lists of your open quarantines, open orders and orders to ship in the dashboard area. You can further investigate into any of these sections by clicking the pill buttons located at top of the screen in-between the logo and logout menu items. These items are global and can be accessed from most pages on the website. I will explain each of these sections in more detail below. Once you are on any of these pages finding the item is the first step so lets begin with the grid sorting options. These sorting options available on most grids on the website.

    Sorting Options

    There are several ways in which you can sort the grid in order to find specific results fast. If you know the name of the item you are searching for then using the Search Box will be your best bet.

    You can also sort grid results by clicking the Column Titles. In doing so you will change the sort results per the column from high to low; click again to sort the opposite. See example image below.

    Warehouse Sorting

    Exporting Options

    You can export your grid data via the buttons above the grid at anytime. The currently available exporting options are: Print, PDF, Excel and CSV

    Grid Nesting

    In the event you are using the website with a small monitor or lower resolution the grid will nest column elements into each row. This is indicated by a green plus icon at the furthest left point on each row. Click the plus icon to reveal the additional columns and their info. See example image below. We recommend using the website with a minimum monitor size of 20″ with a 1920 x 1080 resolution.

    Grid Nesting

     

    Open Quarantines

    The Open Quarantines section shows all of the finished items that have been received into quarantine from a receiving method. To learn more about receiving with a scanner click here. To learn more about Inventory Receiving on the website click here. From this section you can release quarantine into active inventory.

    Quarantine Section

    The green rows indicate there are no issues with that item. The red rows indicate a miscount and are locked. This is caused when the amounts do not match when releasing the item with a scanner.

    Example: If a scanner user releasing inventory into quarantine inputs an incorrect quantity amount two times – then the item is red and locked.

    The only way to release a locked item is to have a website user, with the correct permissions, release the inventory via the actions button and the approve option. The specific permission needed for this action is called: Release Inventory. For more info on permissions click here.

    Actions Button

    Hover the cursor over the Actions button at the end of the grid to access the Approve and Reject options. Clicking Approve will bring up a pop-up window (image below) with an input for the amount. The amount entered will be the actual released amount. Enter in the correct amount and click the Approve Inventory button at the bottom of the pop-up window.

    Approve Inventory

    In the event you need to reject an item, simply click the Reject Item action option. This will bring up pop-up window where you will need to enter in a reason for rejection and then click the Reject Inventory button at the bottom of the pop-up window.

    Reject Inventory

     

    Open Orders

    Content coming soon…

     

    Orders To Ship

    Content coming soon…

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