View Items

The first screen you will see when you log into InventoryCloud is the View Items page. This screen lists all items you have in your database. You can create custom views and groupings of your assets, or search for specific items, from this screen.

You can access a variety of transactions from the View Items page as well.

The following topics are discussed in this section:

Accessing the View Items Page

Workspace Overview

• Tree View
• Group By
• Show Filter
• Save View & Choose Custom View
• Quick Search
• Export
• Delete
• Print Tag

Accessing the View Items Page

1. Click on the Item > View Items.

2. The View Items screen will appear

• The Basic version of InventoryCloud will not have On Order and Committed Column.

Access to this feature may only be available with the ‘Complete’ edition. Ask your Wasp representative for details.

3. When you click on the Item number, the screen will navigate to View/Edit screen of inventory, non-inventory,assembly, kit or service screen. For example - if you click on the Inventory Item, then it will navigate to Edit Inventory screen of the Item.
4. Select the Item number and right-click on it, you can view or access following options - Add, Remove, Adjust, Check Out, Check In and Move.

Workspace Overview

Tree View

By default all the items are listed on the View Item screen. When you select the tree view, you can view the location, site, quantity and LPN of a particular item at one place. The items will have a sub-branch that will display the locations, sites, quantity and LPN.

 If you want to create a "Tree" view of a item with branches, click on the Tree checkbox.

Click on the arrow next to the Item to view the branch.

This causes each Item with inventory to be broken down into quantity by location.

You can also use show filter option as shown below.

Group By

The Group By feature allows you to "group" the displayed information so you can view data in a way that is most easy-to-read for you. You can have one group, two groups, or many groups depending on how you want to view your information. For instance, if you want all assets on the Item List to be displayed grouped by location, you can quickly set this up.  

To Group Assets:

1. Click on the Group By check box. A blank area will appear at the top of the list:

2. Click on the column header by which you want to group assets and drag/drop it into the designated area:

3. The View Items list will now appear with all assets grouped by the designated header:

You can continue dragging and dropping column headers into the designated area as needed. You can also use Show Filter option.

Show Filter

Filter items allow you to narrow down the displayed results to a range of items or a specific item.

To Filter the Item List:

1. Click on the Show Filter checkbox.

2. A text box will appear under each column. Enter the  text that you want to search (for example an Item number - 13sz04) and press enter. A message "Fiter Applied" will appear under Show Filter checkbox.

Save View & Choose Custom View

This option allows you to save your list settings, including any filters (search criteria), group settings, reordered columns, etc. You can create views from the View Assets page and select different views from the drop down menu. To control which views appear in the drop down list, please refer to the help topic for the Manage Views screen.

For example -

Click on the show Filter option and search for an Item - 13sz04.

Click on the tree view to view the locations and quantity of an item.

Click on the Save View button.

• Enter the View Name and Description.
• Click on the checkbox - if you want to make the view available to everyone. Click on the Save button.

Choose Custom View

The View Item screen will display the Custom View.

Enter or Select 13sz04 in the Choose Custom View field.

The View Item screen will display the view saved by you for Item 13sz04.

To view the newly created custom View, Click on the Settings -> Manage Views.

To change views, or return to all assets, use the Viewing drop down menu and select "All Items".

Quick Search

The Quick Search option helps the user to perform a search query on the selected columns. It reduces the query time and increases your efficiency while working with that selected set of assets.

The Quick Search option appears at the top of the View Items page.

Important Note:

When you perform quick search the tree view will be cleared out and matched data will be loaded in flat view. Similarly, Whenever the tree mode is selected, the current quick search will be cleared so that the grid queries the live DB.

The Quick Search cannot be used with the Custom view feature i.e. If the custom view is selected, that clearlyindicates that the Quick Search is  performed/completed and so, in this case the Quick search will be cleared and the stored custom view will load ‘normally’.

Advanced drop-down filter icon - This Advanced drop-down filter icon appears next to the Quick search field.

• To perform a quick search, click on the advanced drop-down filter icon. A drop-down list will appear. It will display the following fields - Item Number and Serial number by default. Also the operator "Is equal to" will be selected by default. To delete the default fields, click on the cross button next to it.

Note: You can only choose up to three (3) fields in the advanced drop-down filter icon.

• Click on the area below serial number, a drop-down list will appear. It will show a list of color coded fields. This color indicates how fast a quick search will perform when you select a particular field. The field color codes are green, yellow, red.
• Green indicates fast
• Yellow indicates Intermediate
• Red indicates slow

• In addition to selecting the field to search for, there are three operators available They are - Is equal to, Starts with, and Contains. The operator "Is equal to" indicates green, "Starts with" indicates yellow and "Contains" indicates red.

Speedometer Icon

• There are three different types of speedometer icon that will appear next to the quick search box based on your search criteria selection.
•  The green speedometer indicates that the advanced search will be quick.

• The yellow speedometer will appear when the advanced search will be intermediate or average.

• The red speedometer will appear when the advanced search will be slow.

Note: The type of speedometer that appears in the quick search box depends on the Advanced Search choices that the user makes. The choice includes the selection of fields and the operator.

Performing a Quick Search

• Enter or scan the text in the quick search field after selecting the search criteria. Click on the search button.

Note: Quick Search is supposed to be quick, so the tree view will be cleared out before performing a quick search. You can group the result sets.

• Once you perform the quick search, it will display the matching assets based on the search criteria selected. A Clear Quick Search will be added to the Filter warning menu.

• The Show Filter option can be used after a Quick Search.  
• Click on the Show Filter checkbox. The text box will appear under all the fields. Enter the text or number that you want to search and then press Enter. The list will be narrowed down even further.

• The Initial search will fetch an initial result set of 500 records. Click on the More button to display a result set of up to 10000 records.

Warning: The current Quick Search result set is stored in the local storage of your browser. So if your browser asks you to “Increase Local Storage” allow it to do so - or reformulate your Quick Search criteria to result in fewer records.

Warning: This result set can be further grouped, filtered and sorted very quickly. We recommend using the right mouse button with this quick result set, opening other pages in separate tabs to work as quickly as possible, but keep in mind the result set will not include changes to records made by other users or changes made on pages in other tabs until you clear or refresh your result set.

Export

This option allows you to export the Item  List to an Excel spreadsheet. This powerful mechanism for exporting up to 25,000 records allows you to customize the list as needed using filters/custom views/grouping and then export the information to Excel.

• Filter or group the list as needed, then select the Export icon. The list will be exported as it is shown on the screen (with all filters, groupings, etc.).
• The report can be accessed from the icon at the bottom of the screen.
• Click on the icon and select Open to view the report in Excel. You can save or alter the report as needed in Excel.

Delete

Note: Items with quantity cannot be deleted.

To delete an item, select the checkbox in front of the item, then click the Delete button.

A confirmation screen will appear. Click on the Delete button.

Print Tag

Note: You must select a Label Printer prior to printing tags from the List screens. To do this, see the topic Choosing a Printer.

View Items screen allows you to print Print Item Label and Print Inventory Label.

Print Item Label - The drop-down list of Print Item Label are Item number label, Item number label pic.

Print Inventory Label - The drop-down list of Print InventoryLabel are Date Code Label, Lot Label, Serial Number Label, Lot Date Code Label, Serial Number Date Code Label, Serial Number Lot Label, Serial Number Lot Date Code Label, No Trackby Label.

Refer Design Reports > Adding a variable in the label layout

To Print the Label:

1. Select the item for which you want to print tags by clicking on the checkbox(s) and then select the Label you want to print.

Example 1 - No Trackby Label as shown in the below image

Note:

When Tree checkbox is unchecked - To print only certain locations/trackbys, make sure Tree is unchecked (at the upper right) in the View Items grid. Items with multiple combination of locations/trackbys will show on multiple lines, which can then be checked and printed. If you need different number of labels, you will need to print multiple times.

When Tree checkbox is checked - The item will appear along with the trackbys.

2. Click on the Label Tag icon - .
3. The report view of the labels will appear in a separate tab. You can scroll through them, save them and/or print them using the buttons on the menu bar.
   
   
   

Example 2 - Printing Lot Label

1. Select Lot Label option.
2. Select the Item number from the View Item list. Check the lot column to make sure that the lot column of the selected item has data in it as shown below.

3. Click on the Label Tag icon - .
4. The report view of the labels will appear in a separate tab. You can scroll through them, save them and/or print them using the buttons on the menu bar.
   

Note - Before printing a label, always check if the data is available for the selected item. Example - Printing Serial Number Data Code Label.

1. Consider below example - Item number - 13sz342 has date code but no serial number.

2. When you click on the Label Tag icon - . The report will get generated and it will only have date code.

3. The Item number - 13sz353 has both serial number and date code. The report will display both the details.