The detail view is where you manage the logistics or warehouse operations for products on an opportunity or project.

If you have a barcode scanner, use that to scan through each of the stages of the warehouse process. Otherwise, you may use the detail view as a digital picking list, ticking boxes in the web interface.

To access the Detail View, click the green Detail view button at the top-right of the items list of an opportunity. It’s available when your opportunity is a provisional quotation, reserved quotation, or an order.

There are five steps to managing your warehouse operations in the detail view. Each of these steps has a tab in the detail view.

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; don’t worry about allocating or preparing if the opportunity doesn’t require it or if those steps don’t fit your processes.

You can move back in the process by using the Revert Status option in the Action menu.

The items list in the detail view is different to 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.

Like the order view, items are nested within opportunity groups, and any accessories are nested under their parent product. 

Where serialized products haven’t yet been allocated an asset, you’ll see “Group booking”. 

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.

Grouping by status is especially useful. Scanned items move from the top of the list to the bottom so you can better focus.

Collapse groups that you don’t need to see using the arrow to the left of the group name. You can also collapse products with accessories, perfect if you’re working with a serialized container with a lot of assets included.

To collapse all groups, use the icon at the collapse icon at the top of the list.

Hit the green padlock icon to the right of a group to lock it. When you lock a group, all other groups are collapsed and grayed out, and any scan operations only apply to assets in the locked group.

Locking a group is especially useful if you have the same product in multiple opportunity groups, e.g., if you’ve created a quotation sorted by room or area.

Free scan works here too – simply toggle “Free Scan” to YES on the allocate ta,b and if the asset isn’t found in the group, it will be added to the opportunity. You can’t free scan into a locked group when sorted by status. Check out: Use free scan to add additional items in the warehouse

As you're managing the logistics of your opportunity, you may find that there are items you no longer need. You can click the blue arrow next to an item to delete that from the opportunity. It's important to note that the delete option will remove the line item rather than the individual asset allocation. If you're looking to remove one serialised asset, you'll want to split that within the Order View prior to any deletion.

The status of each line will update as you progress the order. These mirror the processes listed above, but there a couple of other statuses:

Provided your asset isn’t completed or moved, you can generally revert to a previous status by using the Revert Status option in the Action menu

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.

Current can make an “accepted” noise and a “rejected” noise when you use a barcode scanner on the Allocate, Prepare, and Book out tabs. Choose your sound scheme using the speaker icon on the Functions tab.

Multiple users can work on the detail view on the same opportunity or project at the same time. To see other users scanning operations in real time on your screen, click the eye button on the Functions tab. Other users’ scan operations are highlighted in lilac.

You won’t see other users’ scans if you’re sorting the detail view in a different way to the user who performed the scan.

Now you've a general overview of how it works, see: