We’ve enhanced the Shortage Report to give your team greater flexibility and visibility when managing inventory and orders. You can now group data by Truck or by Sales Location. When using Sales Location, selecting an Origin Location ensures inventory is assessed accurately. The detail grid now includes helpful action buttons, including an Info button that explains color-coded statuses and a Split Qty option for quickly adjusting quantities. Additional customer details and totals are also displayed, giving your team clearer insight and making it easier to make informed decisions.
Creating and Using the Shortage Report
Key Steps
Accessing the Shortage Report 0:00
Navigate to the scheduler section of the system.
Locate the shortage report to check item availability for scheduled deliveries.
2. Grouping the Report 0:12
Choose how to group the report:
By truck
By sales location
If grouping by sales location, select an origin location to verify inventory placement.
3. Utilizing Action Buttons 0:19
Click the black triangle next to the order number to access action buttons:
Information Button: Displays reasons for row highlights.
Split Line Button: Functions similarly to the split line button for orders.
4. Reviewing Additional Information 0:39
Look for customer details and total summary boxes in the report.
Use this information to quickly assess and take action on inventory shortages.
Cautionary Notes
Ensure you select the correct origin location to avoid inventory discrepancies.
Be cautious when using action buttons to avoid misinterpretation of highlighted rows.
Tips for Efficiency
Regularly check the shortage report to stay ahead of potential delivery issues.
Familiarize yourself with the action buttons to streamline your review process.