Enter a Condition Report

This is an optional module available to all users of the warehouse management system.

This covers all aspects of using the condition reporting module (CR)

 

Condition Reporting is the process of taking images of stock to show their condition at the point of receipt or at some point during the stocks stay within the warehouse.

You can use this for any item in the warehouse, we record the information at the rotation level, so each batch of a product arrives, is provided a rotation, we can then store images for the specific rotation.

This is used heavily within the fine wine industry as the value of the items varies depending on the condition of the item.

Condition Reporting can be carried out by using a mobile phone all the way to a dedicated photographic booth within the warehouse. The system requires the module to be activated in order for you to use this functionality.

 


Condition Reporting

 

CR - Overview

The overview shows a listing of all outstanding condition reports and their current status.

Your default site setting from your user profile should set the site code when opening the page, the minimum search requirements on this page are the Site Code.

This is the only place where you can see Complete Reports.

Customers are now able to place notes with their request, allowing them to provide specific instruction to the person taking the condition report.

Instructional Video - YouTube Part 3

 

https://youtu.be/DpXWYIpvaM4

 


CR - Outstanding

The Outstanding tab shows all the Condition Reports that have been requested but not yet completed.

This list in the grid will show a list of outstanding Condition Reports filtered by the values you entered into the Filter Section before clicking the Search button.

Double-clicking on one of the Condition Reports will open it in the Enter New Report Tab. 

 

The email address at the bottom of the page will allow you to send yourself a list of all the reports which need to be carried out, if you are using the paper process you would use this to obtain the stocks and to return them afterwards.

Add New Request

When you click the ADD button on the Condition Report, you will be presented with a form to enter some information

All fields on the form are mandatory except for the Notes field which is optional.

 

 


 

CR - Flex

The Flex tab shows all the Condition Reports that have been requested and are being actioned using the device.

You are able to reset the Status to Requested using the clock icon button next to the Last Update.

Also able to Force Complete the Condition Report using the tick icon button

 

 


CR - Enter New Report

This tab is used to manually create a new Condition Report or to add details and photographs to one that has already been created but not yet completed.

The Get Details button should not be used if you are processing a requested Condition Report, as these details are already present within the report and could cause duplication of the Report and further issues when processing subsequent Condition Reports. 

It is possible to generate multiple reports for the same Rotation.


CR - Search and View

Use the tabs within this tab to Search the existing Condition Reports and to View, their details including any photographs already uploaded.

You must enter some criteria to use this tab.

Report Tab to see the details of existing Condition Reports.

  • The details will be updated to match the Condition Report selected in the Results tab.

Generate Report and Email button to generate a report to email the currently selected Condition Report to the email address you entered in the email address field.

Any changes to the size of the Image here are for investigative purposes only.

  • No changes will be made to the original Image or the Condition Report that is attached to it. 

  • Re-size the screen and the Image by click-dragging the sides and corners of the window.

 


 

 

 

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