The portal interface includes all of the configuration and setup features. There are also multiple grid views, inquiries, and reports. Source transactions such orders and purchase orders are entered and accessed through the portal interface. Most of the transactions available on the mobile app are also available to complete through the portal which can be done from a desktop or tablet.
General Navigation
When you log into PanatrackerST, you will be brought back to the spot you were at when you left.
- These icons represent the shortcuts. The hamburger button changes the left menu display from text to icons. The home button takes you to the dashboard. The other icons will bring you to the main item units grid view and container units grid view.
- Displays the company organization you are logged into.
- Displays your username and the current facility and team you are logged into. Clicking on this will open the login/logout screen which will allow you to quickly change to a different team and facility (if you are a member of multiple teams). Change to the facility you are currently conducting transactions for to interact with the units located and in custody of that team and facility.
- This accesses a setting area for completing and reviewing multiple configuration and setup options.
The left menu bar access grid views, inquiries, entry/edits for orders, purchase orders, projects, maintenance plans, reports, and transactions. There are also some setup features accessed from the left menu bar including facilities, areas, customers, vendors, attributes, and users.
A. The hamburger icon will change the left menu bar display from text to icons.
B. When displayed as text, there are several sections which can be opened or collapsed. Only one section can be open at a time.
Grid Views
There are many grid views across the system. The grid views work in the same way.
Grid View Filters
- You can simply enter the filter criteria in the field under the column name for those grids with this feature. By default, the filters are set as ‘contains’. By using the down arrow next to the column, you can change this quickly to start with, does not container, etc.
- By tapping the vertical ellipses next to the column name, you will open additional actions including access to filtering with multiple criteria.
Multiple criteria (columns) can be used to filter your data.
Grid View Display Options
Using the vertical ellipsis, other grid view display options can be accessed.
A. Change the sort order for any column to ascending or descending. This can also be accomplished with a mouse click on the column to sort. When a sort order is set to either ascending or descending, the corresponding arrow will display next to the column label. When no arrow is displayed, the default sort order is applied.
B. Column Lock. Lock a column to keep the column data displayed when scrolling left to right.
C. Columns to display. The columns available to display are listed. Uncheck any columns that you do not want displayed in your grid view. The columns can be added back to display at any time.
Grab columns to move them to a different position in your grid view by dragging and dropping.
To the left on the grids, there may be more actions available. Either an edit which will open the record to display more details or a horizontal ellipsis that will access multiple actions available for each record.
At the bottom of most of the grid views, there will be a display of the number of results and the total displayed in the current grid view page. Scrollbars are enabled to the left and bottom as needed to view all records and record details. There is also the ability to Export the data from the grid view. Export data is based on any filters that were applied.
Some of the grid views will also include tabs to toggle between open and closed. These are typically found on transactional grids such as purchase orders and transfer orders.
Transaction Navigation
Transactions follow two different paths.
- Units captured during the active session are displayed either to the right or under a units tab. Some fields may remain defaulted to speed entry of multiple units. Example transactions are Receive New Unit and Build Shipment. These types of transactions expect interaction with multiple units.
- The unit is captured, and the form completely clears for entry of the next unit without any further access to the previous entry. There are a handful of these transactions including Move and Create.
For all transaction entries, each individual unit is updated real-time. For example, on Receive New Unit, the unit added is immediately available in the system. For transactions such as Build Shipment, the unit selected to add the shipment is updated with the shipment ID. For Check Out, units are marked as reserved as soon as they are added to the checked-out units list.
The unit ‘submit’ action button may be located at the top right of the form or may be located at the bottom of the entry form depending on the transaction. All of the transactions have a Clear and Back action located at the top right of the transaction screen. Clear will clear the entire screen, including all review units. The back button will return you to either a corresponding grid view or the primary units grid view. Leaving a transaction will also clear the transaction form.
A. Within the transaction, many of the fields will include additional field descriptions within the entry field.
B. Required fields are marked with an *.
C. Represents a look up. As you start typing in a lookup field, the lookup list will open and begin filtering based on the entry.
D. The [+] action button next to a field represents the ability to create a corresponding record on-the-fly. Examples are an Item Master on the Receive New Unit or new containers can on Build Shipment and Build Container. The create-on-the-fly feature opens a pop-up window, so you do not lose your place for capturing the balance of the transaction.
Auto-Assign Handles
The system is designed to support auto-assignment for unit Handles. You will see the instruction of ‘Skip To….” auto-assign. Unit handles (for serialized items and containers) that are auto-assigned will include the organization 3-digit alpha prefix followed by a period and then a 4-digit alpha-numeric number: XXX.XXXX. Unit handles can also be entered.
Transaction numbers can also be system assigned, such as purchase order numbers and check out reservation numbers.