In this video, we introduce the new "Show Item Location Status Icon" feature in our Point of Sale settings. This icon helps users quickly identify the status of allocated items, whether they are received and in the correct location for their assigned truck. We explain the meanings of the different icons: green, yellow, red, white, and orange, along with examples for clarity.
Standard Operating Procedure for Using Item Location Status Icons in Point of Sale
Key Steps
Understanding the Show Item Location Status Icon 0:00
The Show Item Location Status Icon is a new feature in the Point of Sale settings.
This icon appears under the quantity of items in an order.
It helps users determine if allocated items are received and in the correct location for the assigned truck.
2. Viewing Status Descriptions 0:22
To view the description of the status, hover your cursor over the status icon.
A pop-up will display the status description.
3. Identifying the Green Icon Status 0:34
A green icon indicates:
The item is received.
The item is scheduled for delivery with a truck for pickup.
The allocated inventory's location is correct.
Example: Check the estimated delivery date and truck assignment to confirm the status.
4. Identifying the Red Icon Status 1:40
A red icon indicates:
More than one item on one line with differing statuses.
Example: If one item has been received and another has not, the icon will be red.
5. Identifying the White Icon Status 2:00
A white icon indicates:
The item is scheduled for delivery with a truck for pickup.
The allocated inventory's PO shipping location matches the truck or pickup location.
Example: Check the allocation to confirm the item is yet to be received.
6. Identifying the Orange Icon Status 2:43
An orange icon indicates:
Items are scheduled for delivery with no truck assigned.
Items are set for ASAP or future delivery.
Example: Check the estimated delivery date and truck assignment.
Cautionary Notes
Ensure to verify the status icons before finalizing any orders to avoid delivery issues.
Double-check the truck assignments and inventory locations to prevent discrepancies.