The worksheet document section provides a detailed view of the completed picked worksheet document, including scoreboards for requested, picked, deliveries, and work history.
Accessing the Picked Worksheet Document
Double-Click
The user can access the worksheet document by navigating to the worksheet scoreboard and double-clicking the desired document.
Worksheet Document Header
Worksheet Document Header
The completed worksheet documentation header expanded displayed information including:
- Department Name
- Status
- Document Number
- Document Type
- Actions
- Expand(+)/Collapse(-)
- Required Date
- Deliver From
- Deliver To
- Internal Reference #
- Notes
Column Customization
Column Customization
Within any worksheet scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'
Requested Scoreboard
Requested Scoreboard
The worksheet requested scoreboard window shows the items requested, price, amount and the ability to print labels or view item maintenance.
The requested scoreboard displays:
- Document Total $$ (Requested)
- When it was Requested
- How many items are closed (green)
- How many items are deleted (red)
Filter by Department
Allows the user to filter the requested items by either all departments or by a specific department.
Print Labels
Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.
NOTE: Print label options vary based on the property.
Each print label option provides distinct attribute printing capabilities.
- Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
- Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
- Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
- HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.
Search Here
Ability to perform smart contextual searching including:
- Product Number
- Product Name
- Price/Order Unit
- Status
- Price Origin
Requested Products
The requested items are arranged by product number, with details including the item number, item and name. To see the item highlights, click on the product.
Item Highlights
Users can view the item highlights in the product column by clicking on either the product number or description.
The item highlight includes:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- Locations
- Suppliers
- UPC
- On Hand
- On Order
- Back Order
- Due with the ability to select Today, Overdue or Tomorrow
- Ready to Pick
- Average Usage with the ability to select Daily, Weekly, Monthly or Yearly
Requested
- Amount Requested per Unit
- Color coordinated by
- Shorted
- Not Picked
- Matched
Price
- Price per Unit
Amount
- Total Dollar Amount
- Color coordinated by
- Deleted
- Closed
Actions
There are 3 actions available per line item: print label & view item.
Create Task
- Create a Task from the worksheet by selecting a task type from the dropdown.
- Required: Summary
- Optional: Additional Request Information, Priority, Assign to, Attachments.
Print Label
- Print label options vary based on the property.
- Print Label per Item gives users the ability to view the label before printing.
View Item
- Directs user to ITM
Picked Scoreboard
Picked Scoreboard
The worksheet picked scoreboard window shows the items requested, location, picked, remaining and the ability to print labels or view item maintenance.
The picked scoreboard displays:
- Document Total $$ (Picked)
- When it was Picked
- How many items are Matched (green)
- How many items are Not Picked (red)
- How many items are Shorted (yellow)
Filter by Department
Allows the user to filter the picked items by either all departments that are picking the product or by a specific department.
Print Labels
Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.
NOTE: Print label options vary based on the property.
Each print label option provides distinct attribute printing capabilities.
- Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
- Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
- Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
- HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.
Search Here
Ability to perform smart contextual searching including:
- Product Number
- Product Name
- Price/Order Unit
- Status
- Price Origin
Picked Products
The picked items are organized alphabetically by product name and include details such as the item number and name. To view the highlights for each item, click on the product.
Item Highlights
Users can view the item highlights in the product column by clicking on either the product number or description.
The item highlight includes:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- Locations
- Suppliers
- UPC
- On Hand
- On Order
- Back Order
- Due with the ability to select Today, Overdue or Tomorrow
- Ready to Pick
- Average Usage with the ability to select Daily, Weekly, Monthly or Yearly
Location
The location column provides the storage details for each item, including the area, location code, and a description.
Example:
- DS2 - Storage Area Code
- C43 - Storage Location Code
- Dry Storage 2nd Floor (Storage Area Description) | Aisle C Rack 4 Shelf 3 (Storage Location Description)
Requested
- Amount Requested per Unit
Picked
- Amount picked per unit
- Color coordinated by
- Shorted
- Matched
Remaining
- The completed picked scoreboard will include the Remaining column which will display the amount shorted and status: deleted (red)
Actions
There are 3 actions available per line item: print label & view item.
Create Task
- Create a Task from the worksheet by selecting a task type from the dropdown.
- Required: Summary
- Optional: Additional Request Information, Priority, Assign to, Attachments.
Print Label
- Print label options vary based on the property.
- Print Label per Item gives users the ability to view the label before printing.
View Item
- Directs user to ITM
Deliveries Scoreboard
Deliveries Scoreboard
The worksheet deliveries scoreboard displays the delivery workflow timeline.
The deliveries scoreboard displays:
- Number of deliveries for the document
- When it was delivered
- Delivery Status & Percentage of Completion
Print Labels
Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.
NOTE: Print label options vary based on the property.
Each print label option provides distinct attribute printing capabilities.
- Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
- Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
- Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
- HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.
Search Here
Ability to perform smart contextual searching including:
- Item #
- Product Name
Delivery Work Log
To view the delivery work log, select the “X” next to the search field.
Status
The Status column displays the delivery status of the product.
Delivered Products
The delivered items are arranged by product number, with details including the item number, item name, and item details. To see the item highlights, click on the product.
Item Highlights
Users can view the item highlights in the product column by clicking on either the product number or description.
The item highlight includes:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- Locations
- Suppliers
- UPC
- On Hand
- On Order
- Back Order
- Due with the ability to select Today, Overdue or Tomorrow
- Ready to Pick
- Average Usage with the ability to select Daily, Weekly, Monthly or Yearly
Ordered
- Amount Ordered per Unit
Delivered
Color coordinated by
- Matched
-
Closed
- Displays amount delivered.
Rating
- The Rating column shows the satisfaction rating provided during the in-transit process of the delivery task.
Comment
- The Comments column shows any notes or comments related to the product that were made during the in-transit process of the delivery task.
Actions
Create Task
- Create a Task from the worksheet by selecting a task type from the dropdown.
- Required: Summary
- Optional: Additional Request Information, Priority, Assign to, Attachments.
Print Label
- Print label options vary based on the property.
- Print Label per Item gives users the ability to view the label before printing.
Delivery Workflow
The delivery workflow displays work history information pertaining to the delivery task including:
- Associate/User
- Status
- Date & Time
Delivery Signature
The delivery acceptance signature is displayed in the lower right corner box.
Work History Scoreboard
Work History Scoreboard
The worksheet work history scoreboard window shows the work history of the document in all stages.
The work history scoreboard displays:
- Length of work in days and hours with users
Work Log
The work history window displays the work log for the document including:
- User
- Work Type
- Document Number
- Department
- Time Frame Work was Performed
- Date/Time of Work
- Delivery Comments
