The detail view is where you manage the logistics or warehouse operations for products on an opportunity or project.
Pick and prepare assets, book them out, and check them back in again from this screen. If you have a barcode scanner, use that to scan through each of the stages. Otherwise, tick boxes in the web interface and use the Action menu.
To access the Detail View, click the green Detail View button at the top-right of the items list of an opportunity. It’s only available for opportunities at the order stage.
Detail view workflow
There are five steps to managing your warehouse operations in the detail view. Each of these has a tab in the detail view.
Allocate
Allocation is where you tell the system which serialized stock is being used on this order. For bulk & non-stock items, it’s a chance to say those particular items have been picked.Prepare
Prepare means different things to different companies. Generally speaking, marking items as prepared means that the kit has been checked over or loaded onto a vehicle.Book out
Book out an item when it’s left your store or when it’s arrived at the site. Your order turns from open to Active at this point.Check-in
When goods return, mark them as checked-in to tell the system that those are back in your store. You can check-in on availability or, items if are damaged, to quarantine.Finalize
Complete a product to mark it as fully returned.
Each of the steps in the process is quite general and can be tailored to suit your business. Only book out, check-in, and finalize check-in are required. You don’t need to allocate or prepare if the opportunity doesn’t require it or if those steps don’t fit your processes.
A quick look at the detail view
The items list in the detail view is different from the items list in the order view. It displays a breakdown of any assets, as well as figures for how many items have been booked out and checked-in.
Where serialized products haven’t been allocated an asset, you’ll see “Group booking”.
Filter the view
By default, the detail view is sorted by opportunity group (“Grouped”), meaning it mirrors the order view. Click or tap the Product, Grouped, Status, or Container columns to sort the list.
Product groups items by product group.
Status groups items by the status of that particular line, described below.
If you’ve set containers, choose Container groups by the Container you’ve set.
Collapse groups that you don’t need to see using the arrow to the left of the group name.
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Grouping by status is especially useful. Items move from the top of the list to the bottom, so you can better focus.
What are the asset statuses?
The status of each line will update as you progress the order. These mirror the processes listed above, but there are a couple of other statuses:
Reserved
Once an opportunity is converted to an order, stock is reserved. This is the initial status. Items are awaiting allocation.Allocated
When serialized assets have been selected for a group booking or bulk or non-stock items have been allocated, the line terms are allocated. Allocation is optional.Mixed
If more than one asset has been specified for a line and you’ve not allocated them all just yet, the status will be mixed to let you know that you've allocated some assets, but some remain unallocated.Prepared
Prepared is a secondary check after allocation, before an item is booked out. It means different things to different businesses. Preparation is optional.Booked out
When the item has left the store or arrived on site, mark it as booked out.Part checked in
When you've checked-in some of a bulk or non-stock line, it's marked as part checked in. The final columns give a breakdown of how many were booked out and how many have been checked in.Checked in
When you fully check-in the quantity of a line, it changes to checked in.Completed
Once you've completed check-in and finalized check-in, the line is marked as completed. You can't modify details of a completed item.Moved
If you use the "move outstanding items to a new opportunity" tick box as part of the finalize check-in process, those items are marked as moved.
Quantity, allocated, out, and in
The final columns give you a breakdown of the quantity of that particular item or asset, how many have been allocated, how many were booked out, and how many have been booked in.
Keep in mind that the out and in figures are cumulative totals. This means if you book out 10 of a bulk stock item and check-in 4, the quantity in the out column will remain at 10. This number is a record of how many you booked out, not how many are still out.
Next steps
Now you've a general overview of how it works, see:
Allocate, prepare, and book out assets
Check-in (return) your assets
Finalize (complete) your products