Showing posts with label Reports. Show all posts
Showing posts with label Reports. Show all posts

Tuesday, April 24, 2012

2 Up Labels Return


Back by popular demand are the original “Labels- 2 Up” freight labels. This feature allows you to print to a variety of standard Two Up commercial labels or just two to a page if you choose.
Don’t worry the “Labels- Single” added as a replacement sometime back remains as well.



You’ll find the new Label selection option anywhere labels are printed. If you don’t let us know and we’ll be sure to update that screen as well.

Friday, April 20, 2012

Optimized vs. My Reports Settings. A New Choice.


Tuesday April 24th, we are releasing a new option for your Users, aimed at improving navigational response times. There will be a follow on change to the Project Summary screen but that is a few months out.

This initial release is a Change to the User Home Page and a Project’s Home Page. This change will NOT change any current settings for your User community. The choice to change any settings will require a conscious decision on their/your part.

They will however see a purple button appear on their User’s Home page for the My Tasks and My Projects dashboards and again on the Project’s Home page for the My Tasks and File Status dashboards. These new buttons will be located among the familiar orange buttons. 

This blog post is to provide you an understanding of what the button offers so you can answer any questions and we hope adopt an active role in a switch to many if not all of your Users to this new setting.

Over time we have added various data sets to the queries for the User’s Home Page and the Project’s Home Page. The result is the dashboards have gone from quick at a glance information tools to become very complex business reports. On the one hand it is wonderful to have all of that information. On the other hand, there is a price tag in response when collecting all of that information, on every click, for every Project on your site, especially, when a majority of the time, you don’t really require all of it. Certainly the majority of your User community is not concerned with business “reporting” tool on their dashboards; they just want to get to their work as quickly as possible. 

The new option being deployed will allow a User to make a decision on enhanced performance if they don’t require all of the “extra” data to do their job. The best part is they can have their cake and eat it too. The code will allow the User to toggle between the current, My Reports setting, to the faster, Optimized setting during a session with just a mouse click. All previous Personalized Reports created in the current My Reports will be retained and can easily be called on demand.

Most importantly, the User can choose to change their default setting on Change My Profile under the Blue Bar, User Information or you can edit for the User on their User Summary page. 

Note: If the User wants to see the improved performance on Login and not have to toggle the switches every time they Login, they or you will need to change their default setting by checking the check-box, < Switch to Optimized viewing as my Default: >. This can be easily changed should they decide to change back.

In addition to their choice of default setting, a User can use the buttons on the screens to toggle back and forth at will. A change in setting, made from a screen’s buttons will hold for their current session (until they Log Out).

We have added convenient visual cues to help the User know which setting they are currently operating within. 
 
 Each of these two settings allow for a Personalized Reports library. The difference is the data called. The configuration options for grouping and sort order remain for each.

An individual User who elects to operate in the Optimized settings should experience a performance improvement. Collectively as more Users elect to utilize the Optimized setting there should be an overall benefit.

NOTE: If you have created default reports that calan has populated for your use, these will need to be rebuilt in the Optimized Reports library and provided to your Users.To discuss this new option or to have your default site level reports transferred to the Optimized setting selected library for your User's use contact us at your convenience.

Friday, March 2, 2012

Non Returnable Asset Count Warehouse Report


A new reporting tool has been added Non Returnable Asset Count. Located under Inventory > Non-Returnable Reports.

This report, with a company select drop down provides visibility of all Asset of the Non Returnable type for the selected Company. It is now easy to seeing in a single location all of these Non Returnable Assets , their Case #/ ID, Aisle/Bay/Bin, Warehouse Location , Comments and of course their current Unit Count. Managing your stock and having easy visibility of your replenishment needs has never been easier.

Friday, January 27, 2012

Non-Returnable items get Asset ID Appended


On the Pick List Reports an Asset of the Does Not Return to Inventory, reports on a single line, even if, as is often the case, you are shipping many units of that Asset. The quantity < QTY. > does of course display as the shop need that count.

This simple step helps keep the Packing lists reasonable in length. So if you ship 500 cartons of Squeeze Balls you don’t get 500 individual rows.... A good thing.

Of course since there is only one row, the report does not display 500 individual Bar Codes or Case IDs. One of our Sites is relying on the second half of the Bar Code which is the AssetID itself, and as such shared by all instances of that Asset, as a quality control measure to ensure the correct Asset is pulled and shipped. Their problem is many of the Assets in question (Collateral) have similar names.
We have adjusted the code on the Report screen for an Asset of the type that does not return to insert the Asset name and the Asset ID, which is the right hand side of the Bar Code.


You don’t have to do anything different; the customers will only see the Asset name when ordering. It is only on the reports for the shop that we append the AssetID

Tuesday, January 24, 2012

Damage Reporting across Inventories


A few Sites have been active, tracking their assets and generating receiving reports with Damage information. One even uses the function to apply costs to a Damage Code and they get instant repair quotes.

But up to now all of this information has been Project level or difficult to extract from the existing Inventory Reports. Now there is a cross inventory report < Asset Case Damage Info. > that allows you to run a variety of reports, that track and can assist in managing shop work on damaged Assets. You’ll find it located under Inventory > Inventory Reports on the Services and Permissions screens.

Note: If you are not currently using Damage reporting tools please call to discuss. There is real value in making this part of your receive in process.