The Warehouse Quick Search widget is designed to help warehouse workers quickly find items within the system and add them to their favorites. Its primary purpose is to provide essential item details while performing tasks such as picking, receiving, or delivering. By delivering key information directly within the user's workflow, without the need to leave their current screen (e.g., portal or worksheet), Quick Search enables workers to complete tasks more efficiently and effectively.
Quick Search Widget
Minimize Icon
Click the minimize icon on the Quick Search widget to enlarge the "Assigned to Me" widget.
When enlarged, the Quick Search field will appear at the top of the dashboard, allowing you to search for items and view item highlights.
To minimize the "Assigned to Me" widget and restore the Quick Search widget, click the compress icon on the "Assigned to Me" widget.
Search Here
The quick search window includes smart contextual searching capabilities in the Search Here field that include:
- Supplier
- UPCs
- Product Number
- Product Name
- Description
Details
The quick search detail window displays additional information including:
- Item #
- Description
- Add to Favorite action
Add to Favorite
The "Add to Favorites" action lets users search for an item and click the star icon to save it as a favorite. After clicking the star, users can exit the search, and their favorite items will be displayed in the main quick search window.
Item Highlights
Click on the item to flip and view the Item Highlights.
The Warehouse Item Highlights offer quick access to key information for inquiries, with the added ability to drill down for more detailed insights. This feature allows you to easily view important data at a glance and dive deeper when more detailed information is needed.
WHS Item Highlights
Item Header
The item header provides key information, including the item commodity, item number, item name, unit breakdown, item image (if available), item status, and the option to favorite the item.
Based on your access privileges, if you have permission to access ITM, you will be redirected to the Item Editor; otherwise, no action will be taken.
Add to Favorites
You can add an item to your quick search favorites by clicking the Add to Favorites star while reviewing its highlights during your search.
If the star is highlighted, the item is currently in your favorites.
Locations
The Locations scoreboard displays the number of locations where the item is stored. Click on the scoreboard to view more details about the item's locations.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
Suppliers
The supplier scoreboard displays the number of suppliers the item is purchased from. Click on the scoreboard to view more details, including the supplier and supplier item number.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
UPC
The UPC scoreboard displays the number of UPCs linked to the item. Click on the scoreboard to view more details, including the UPC and Unit.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
On Hand
The On Hand scoreboard displays the current inventory quantity. Click on the scoreboard to view additional details, including the inventory it is linked to, along with unit information and balances categorized by On Hand and Back Order.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
On Order
The On Order scoreboard reflects the quantity on the purchase order.
Back Order
The Back Order Scoreboard shows how many worksheets the item is backordered on. Click on the scoreboard to access additional details, such as the document number, required date, and backordered quantity.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
Due
The Due Scoreboard displays the quantity of the item ready to be received. Use the dropdown menu to filter by overdue, due today, or due tomorrow. Click on the scoreboard to access more details, including the document number, required date, and the quantity to be received.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
Ready to Pick
The Ready to Pick scoreboard shows the quantity of items available for fulfillment. Click on the scoreboard to access further details, including the document number, required date, open quantity and unit.
Select the three horizontal dots to reveal additional columns that can be displayed.
To return to the item highlights, click the hamburger flip icon.
Average Usage
Use the dropdown to sort the average usage scoreboard by the following periods:
- Daily
- Weekly
- Monthly
- Overdue
- Yearly
