The Warehouse Dashboard contains concentrated information about warehouse activity for use by users in the role of warehouse manager. The interface includes data on:
- storage operations for storage
- warehouse operations for discharge
- outstanding stock orders
- reference quantities by item (minimum, optimum, in, out, required, in, out)
- all tasks in three views.
The interface consists of Header (1), Storage (2), Dispatch (3), Pending Requests (4), Items (5) and Tasks (6):
Header (1)
In the Header (1) you see the interface name and checkboxes that control which fields will be visible in the Dashboard. Each field displays information about specific warehouses that you have rights to view.
Storage (2)
This field displays the active stocking operations to the warehouses you have permissions to view, in document/row/article views, and includes a list of information about them.
For Discharge (3)
This field displays the active pick operations to the warehouses you have permissions to view, in document/row/article views, and includes a list of information about them.
Pending requests (4)
This field displays the active warehouse service requests placed to the warehouse(s) you have permissions to view. The list can be in different views – by documents/rows/articles and includes information about the requests. An active request is one where:
- Not all of the quantity on the stock order has been ordered or released for removal.
It is possible to add additional information to the table using the following checkers:
- Type – adds a column with the document type
- Related – adds a column of related warehouse query operations, including links to them.
- Description – adds a column with the entered description of the stock request.
- Note – adds a column with the note entered on the stock request.
Items (5)
The field shows the movement, stock, minimum/optimum quantity of the items in the warehouse(s) that the user is allowed to see. There is an option to filter by stock as well as by period to display movements.
Tasks (6)
Displays all tasks in a table with the following columns:
Column | Description |
Priority | Indicates with what priority the task is entered: – a figure 1 in grey means that the task is low priority; – a number 2 in green means that the task has normal priority; – a number 3 in red means that the task is high priority. |
Name of task | Task name and task file. When you click on your name a task file opens. |
Contractor | The contractor associated with the task. |
Status | Shared task status. |
Commissioned by | The user who created the task. |
Date of award | Date of assignment. |
Deadline for implementation | Deadline. |
You can choose how your tasks look from three views – as a list, in Shared Status view, or in Own Status view.