ViewPoint Logistics Knowledge Base

MyFavorites

Published August 20th, 2025 by Anthony Hodge

Use the MyFavorites feature to create and invoke personal workflows, menus or wizards that can be defined by you (or any user) to help simplify the navigation of VL HighViews (action grids) and Jobs (applications) Access s via the Navigation Pane on the main Menu Page. User-Defined Menus ViewPoint Logistics comprises hundreds of difference action gr

OneClick Controls

Published August 20th, 2025 by Anthony Hodge

OneClicks are user-defined controls that launch selected action grids automatically with pre-loaded settings directly from the ViewPoint Logistics main menu. Access the OneClicks accordion tab via the Navigation Pane on the main Menu Page. Saving Time and Effort 3PL operations may require you to access different data in different ways, perhaps sever

Getting Help

Published August 20th, 2025 by Anthony Hodge

Welcome to e-Z Learn, your online education library for the ViewPoint Logistics / MyLogistics software suite. There are several options available for you to access documentation, screenshots, workflows, and video resources in e-Z Learn: e-Z Learn (Topics List) To access information about a subject in the e-Z Learn library, simply click on a topic na

PI.20: Count - Maintain/Generate

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Once a Cycle Count has been generated, you may wish to view the data of the count to verify that all of the Products / Locations you expected to count are included. This program allows you to view this data. Note: For

OR.10: Daily Sales Orders - Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Since Orders may be entered into the system throughout the day, it is important to know at some point what is "new" in the computer. This program produces a report that identifies all the "new" Orders that have been p

CR.61: Product / Charges Changes Log

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The Revenue generated by your business is directly tied to the Rates assigned to your various Charge codes. When new Rates are created or old ones changed, it is vital to the control of your operation to know what was

Actions Tab

Published August 12th, 2025 by Anthony Hodge

These controls are used to manipulate the appearance of records after they have been loaded into an action grid. Some of this functionality (along with Columns , Filter and Sort criteria) can also be saved as settings in MyViews. Launches the Simultaneous Multiple Filter console so that different filters may be applied to different columns at the sa

Specials Tab

Published August 12th, 2025 by Anthony Hodge

These controls are used for selecting, arranging, evaluating, and exporting collections of records. Invokes the Flash Filter popup tool for browsing and filtering grid data (at a glance) based on the columns selected. More Unlike standard Filtering, which produces results based on specific filter criteria, the Flash Filter produces results based on

Welcome

Published August 11th, 2025 by Anthony Hodge

MyLogistics extends the power of HighViews and Action Grids to the 3PL Client (Trading Partner) so they can review their own stock levels, track inbound and outbound orders, and generate reports. Plus, they can access the same analytic tools to optimize inventories, reduce costs, and satisfy their own customer objectives. Refer to the MyLogistics to

XML Tab

Published August 12th, 2025 by Anthony Hodge

These controls are used for defining data maps, creating XML from selected records, and transmitting the generated XML files. Invokes the XML Data Mapper console. The mapping tool is used for creating / modifying the data maps that will be used to identify which elements are placed in an XML file. For more information on this topic, see XML Mapping.

Commands Tab

Published August 12th, 2025 by Anthony Hodge

These controls are used to invoke action commands using records selected from the current action grid. In HighViews, the variety of commands available will depend on the type of data being retrieved. Frequently-used commands are listed directly on the tab bar for convenience. To access the complete list of commands, select the List CMD's option. Use

WP.23: Billing and Inventory Dates

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There are potentially two sets of dates the system may need to properly invoice a Client's Inventory and keep track of month-end Stock balances. While often one Date table would be sufficient for both of these function

WP - Warehousing Profiles

Published August 13th, 2025 by Anthony Hodge

WP applications are used in the VL Warehouse Management System to define warehouses, default warehousing rules, and client-related attributes. Some of the tasks performed under warehousing profiles include: Setting up each warehouse that is to be handled by the system, Establishing default values for Client and Inventory file building (e.g., Charge

Panels Tab

Published August 12th, 2025 by Anthony Hodge

The buttons listed under this tab are used to select which panel is displayed in the viewable area of the action grid. Panel buttons represent groups of columns in the action grid that are organized logically according to the information they provide. These buttons are used to assist with navigation, particularly when the number of columns extends b

RF.01: Option 11 - Load Verify

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. This option reduces the instances of shipping the wrong stock for requested orders. The system will ensure that the user only loads stock that has been picked for the order and is loaded/moved to the correct

SL.20: Location Contents - Display

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits In any operation, it is important to have information at your fingertips relating to stock location and quantities On-Hand. This program provides you with the ability to look-up information for any Location or Product or Lot in any

WP.21: Terms Codes

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits For each Customer whom you bill, you may have Payment Terms different from other Customers with whom you deal: For some you may require payment on delivery(C.O.D.) Others you may allow a month to pay (net 30) For stil

Preferences Tab

Published August 12th, 2025 by Anthony Hodge

These controls provide the functionality for setting and applying your preferences for how you want data to appear as it is loaded into the action grid. Changes are applied immediately but they can also be saved as settings in MyViews. Launches the Query console for retrieving data from the database. (Query-based action grids only) More Query-based

Action Grids

Published August 11th, 2025 by Anthony Hodge

Action Grids are spreadsheet-style utilities designed for organizing, analyzing, and manipulating large quantities of 3PL data. The data loaded into the action grid (may be query-based or pre-loaded by the system. There are several options for navigating, sorting, filtering, selecting, and copying the records being displayed. Each HighView in VL com

SL.02: Location Moves - Print

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Periodically, you will have Adjustments to make to some of your Inventory; e.g., to correct errors or to reconcile the figures in the computer with a physical count. This program allows you to print the details of such Adjustments

SL.03: Move Entire Lot

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Periodically, you will have Adjustments to make to some of your Inventory (e.g., to correct errors or to reconcile the figures in the computer with a physical count). In some situations, you may want to move a whole Lot, without id

SL.96: Create Conveyance

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Many operations have Pallets as Conveyances. These Pallets are assigned Pallet IDs that can be referenced later, for control and accounting purposes. This program allows you to create these Pallet IDs, either individually or in bat

SL.85: Visual Location

Published August 12th, 2025 by Anthony Hodge

Note: You can click thebutton (or press F5) to invoke specific field help from within the job panel. Business Benefits This option reduces the time required to generate multiple "Visual" locations that differ from their related "Internal" locations. See the "Usage" section on how this is accomplished. Note: For related documentation and workflows, s

SL.22: Empty Locations - Display

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits When new stock arrives (or prior to its arrival), it is essential to know where you can store it. To do so, you need to know where the empty Locations are in your Warehouse(s) and whether they are big enough to hold the loads comin

SL - Stock Locations

Published August 12th, 2025 by Anthony Hodge

SL applications are used in the Warehouse Management System to define and manage the locations of stock using various formats. Creation. Locations may be created in one of the following three manners: Individually (i.e., one at a time) Generation of Multiple Locations from a Template Mapping of Visual Locations from Internal Locations (see Formats)

SL.01: Location Adjustments (Move)

Published August 12th, 2025 by Anthony Hodge

Note: You can click thebutton (or press F5) to invoke specific field help from within the job panel. Business Benefits Periodically, you will have Adjustments to make to some of your Inventory; e.g., to correct errors or to reconcile the figures in the computer with a physical count. This program allows you to make such Adjustments whenever they are

WP.42: Location History Setup/Client

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With Products sometimes moving from Location to Location within the Warehouse, it may occasionally be important to track the movement of particular stock for a certain Client. This program allows you to identify the Pr

WP.44: Lotting Data Sets

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits For entry and/or reporting purposes, perhaps you wish to subdivide your Lot code into components. For example, the first part may be a Receipt date, the second part a Manufacturer's code, the third part a distinguishi

HighViews

Published August 11th, 2025 by Anthony Hodge

HighViews are browser-based applications that harness the functionality of multiple 3PL activities and reports within a common visualization environment. Each focuses on different aspects of your data, whether it is loaded from historical sources or newly generated. Access to your work is accomplished in real-time via one or more Action Grids, sprea

WP.47: Lot Set Change Definition

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In the Logistic industry, Lot Set identification for an existing product is subjected to customer or manufacture requirements which may change from time to time. Lotting Data Set Assignment are attached in WP.46 [Lotti

WP.49: Commit Pre-check Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Commit Pre-check Report is generated in program WP.48 [Lot Set Change Pre-check]. WP.49 [Commit Pre-check Report] produces a report based on the commit pre-check in WP.48. Note: For related documentation and workflows,

WP.50: Commit Lot Set Change

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits This program is to perform the actual updates to the lot data according to the Lot Set Change definition defined in WP.47 [Lot Set Change Definition]. Note: For related documentation and workflows, see WP - Warehouse

WP.51: Closing Dates

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits When producing Sales reports, it is essential that the Sales Periods remain fixed (equivalent to the General Ledger fiscal Periods). Also, you may wish to prevent inventory transactions after either the Client's or th

WP.75: Recurring Storage Revenue Code

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits When a Client is first set up in the system, the Incoming Storage is assigned a Revenue Reporting code. But you may not want Recurring Charges to be assigned to the same Revenue Reporting code as Incoming Storage. Thi

PI.56: Physical vs Book - Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The whole purpose of taking a Physical Count periodically is to reconcile the accounting records with the actual Inventory that is available. This program produces the report that compares the results of the Physical

SL.80: Popularity Codes and Profiles

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Popularity Codes are used to identify fast or slow moving products (i.e., product "turn over" rate). If a product moves "Fast" it is best to store it close to the Shipping Area so that less travel is involved in storing and picking

SL.78: Storage Types / Type Profiles

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Storage Types identify, as indicted by the name, the type of storage a location offers (Bulk, Frozen, Rack, Silo, Pick Line, etc.). A Storage Type Preference Profile is a list of Storage Types that is in preferential order or seque

Sorting

Published August 11th, 2025 by Anthony Hodge

Change the sort order of action grid data by clicking on selected column headings. This will immediately sort all rows based on the contents of the selected column. Select multiple columns by clicking on the Sort Indicator Box. Save the changes to MyViews to be recalled instantly whenever you need to re-apply them. For most action grids, the BASE so

WP.81: Invoice Graphical Configuration

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With e-Docs (graphical forms) you have the ability to design and lay out the legal message that prints on the Warehouse Receipt to meet legal requirements. This program allows you to choose the output method (graphica

Extensible Data

Published August 11th, 2025 by Anthony Hodge

Action grid columns that contain data elements displayed in Italicized Orange indicate that they are extensions to the standard grid data;i.e., client-specific data. These column headings will change depending on the client and the additional information associated with each client. If you have defined additional information to be included with your

WP.95: Receiving Profiles

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the Receiving system, there are various parameters that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may not) be using.

WP.96: Order Processing Profiles

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the Order Processing system, there are various parameters that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may not) be

WP.71: Measuring Units

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In most operations, there is a variety of Products which may be measured in different ways (cases, drums, rolls, etc.). This program allows you to define these different Measuring Units for use in the system. Note: For

OR.45: Client-Specific Data

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If you need to have any additional information in the Order and/or Receipt Header or about Lots (production run, miscellaneous text, color, etc.) you may wish to define these attributes and use them when receiving and/

Selecting and Removing Records

Published August 11th, 2025 by Anthony Hodge

Action grids include functionality that allows you to select, rearrange, and/or remove specific records/rows to help you focus only on the data that is most relevant to your work. Removing rows from the grid is also called simple filtering. Note: When records (rows) are removed from the action grid they do not change the source contents of your data

SL.51: Replenishment Report

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits One of the areas that requires constant monitoring is that of Pick-Line replenishment. If you do not have Stock available in the Pick-Line, it will impact the efficiency of filling Orders. This program allows you to identify which

Query

Published August 11th, 2025 by Anthony Hodge

Request data from the source database in order to populate the action grid. If the data exists (based on the query criteria) it will be immediately loaded and displayed. Save queries to MyViews to be recalled instantly whenever you need to re-apply them. A Query allows you to retrieve only the data you intend to work with. Of course the greater the

OR.41: Receipt Information

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits On many occasions, you may wish to see information relating to a Receipt. This program allows you to display this information in one of several different ways. Note: For related documentation and workflows, see OR - O

PI.26: Tickets - View

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to see which Inventory Count Tickets were generated, to check for accuracy before actually printing them. This program allows you to display this information on the screen. Note: For related documentation

CR.10: Measuring Units

Published August 12th, 2025 by Anthony Hodge

Business Benefits In most operations, there is a variety of Products, some of which will be measured in different ways (e.g., cases, drums, rolls, etc.). This program allows you to define these different Measuring Units for use in the system. Note: For related documentation and workflows, see CR - Client Related. Usage Use this job to maintain and p

OR.27: Lot Billing Profile - Adjust

Published August 13th, 2025 by Anthony Hodge

Business Benefits There may be occasions when you need to recall a Lot's profile and modify it. This program allows you to do so. Note: For related documentation and workflows, see OR - Order Analysis and Adjustments. Usage Use this program to modify a Lot's profile, after it has been rated and invoiced. The program Generates an Adjustment number fo

OR.55: Conveyance Activity Print

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In most operations, there is a variety of Conveyances (eg. pallets, cartons, boxes, etc.). This program allows you to print the activity for a Conveyance (or group of Conveyances) based on selected criteria (Client, Pr

CR.15: Client-Specific Data

Published August 12th, 2025 by Anthony Hodge

Business Benefits If you need to have any additional information in the Order and/or Receipt Header or about Lots (e.g., production run, miscellaneous text, color, etc.) you may wish to define these attributes and use them when receiving and/or shipping goods, and to search for relevant information set up in the client-defined data. This program all

RF.11: R.F. Exception Report

Published August 13th, 2025 by Anthony Hodge

Business Benefits Once you have unloaded stock from a delivery vehicle, some information may be missing or entered incorrectly, etc. This program allows you to print a report that shows any such discrepancies, so that you can follow up with whatever action or adjustment is appropriate. Note: For related documentation and workflows, see RF - Radio Fr

OR.53: Loose Stock Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically stock that is typically placed in/on a Conveyance (e.g. an identified pallet, container, box etc) may instead be received, moved or adjusted as "loose" stock (i.e. NOT in/on a Conveyance) to a specific lo

CR.18: Client Arrangements

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Some Clients in the system may be similar, but many (if not all) may have some unique arrangements (e.g., rates, qualifiers, etc.). Since it is important to keep track of each Client's arrangements, this program allow

OR.44: Product Information

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In the course of running your business, Inventory will be moving all the time. On occasion, questions may arise as to how much Stock is available. This program allows you to look-up this information on the screen rath

OR.42: Rate Information

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In any operation, it is important to have information at your fingertips relating to current Rates for Storage, Handling, and Recurring Storage. This program provides you with the ability to look-up these Rates for on

RF.57: Packing Charges

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits A number of warehousing services may be performed for a Client during the packing of ordered stock for shipment. In the past this information has been manually recorded by Warehouse staff (e.g., onto a charge sheet) an

CR.27: Customer Types

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With a variety of different Customers being processed in the system, it is necessary to distinguish various "types", to address the specific differences. This program allows you to set up the "type"codes that will be

OR.33: Check for Minimum Billing

Published August 13th, 2025 by Anthony Hodge

Business Benefits In monitoring your Clients' activity, you may wish to determine whether any of them have been missed in the invoicing based on a minimum billing expectation that you defined. This program produces a report showing any Clients who have fallen below the minimum Billing level. Note: For related documentation and workflows, see OR - Or

CR.28: Customer Labels

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically, you may need to print Labels for your Customer(s). This program allows you to print these Labels as required. Note: For related documentation and workflows, see CR - Client Related. Usage Use this job to

CR.29: Order Types

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With a variety of different Orders being processed in the system, it is necessary to distinguish various "types", to address the specific differences. This program allows you to set up the "type"codes that will be ass

OR - Order Analysis and Adjustments

Published August 13th, 2025 by Anthony Hodge

OR applications are used in the Warehouse Management System for a variety of operational activities. Identified areas include: Order analysis, Inventory adjustments, Sales maintenance, Inquiry screens, and Government reporting. For a list of the terms associated with order analysis and other applications in the Warehouse Management System, see Wareh

RF.95: Packing Parameters

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Preparing picked goods for shipment may include packing, verification that each item is part of the order and the printing of labels to attach to the packed cartons. This program allows you to identify the Client, War

OR.29: Client-Specific Data - Adjust

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If some of your Clients have Client-specific Data Sets, you may have to adjust the data in one or more of those fields occasionally (or enter them because they were not available earlier). This program allows you to d

OR.51: Stock Availability

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits On many occasions, you may wish to see whether stock is available for a particular Client, and where it is located in the Warehouse. This program allows you to print this information. Product Availability includes Una

WP.99: System Profile - 1

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the WMS, there are various parameters that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may not) be using. Note: For re

CR.37: Routing Codes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Many deliveries follow the same Route to the Ship-To Customer. For some Clients, it may be useful to analyze the Orders being sent along each Route. This program allows you to set up the Route codes, that can then be

CR.38: Carriers

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits At the time of entering a Receipt or Bill of Lading, it would be easier to identify a Carrier with a brief code rather than the full Carrier name. This program allows you to set up these Carriers codes, together with

CR.36: Revenue Analysis Codes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In assessing the performance of the operation, it is useful to classify Revenue types (e.g., Accessorial Charges, Freight, etc.). This program allows you to define these Revenue Reporting codes. Note: For related docu

WP.92: Invoicing Profiles

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the Invoicing system, there are various parameters that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may not) be using.

WP.77: BOL XML Graphical Configuration

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With e-Docs (graphical forms) you have the ability to design and lay out how the data will print on the Bill of Lading to meet customers requirements. This program allows you to define the different Bill of Lading form

CR.42: Client Name/Address Report

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically, you will want a list of some or all of your Clients to review the information you have to provide to someone who may not have access to a screen when you need the information in a location where a screen

CR.44: Client Arrangements Report

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically, you may want a printout of Client arrangements in the computer to review the information you have (or to provide to someone who may not have access to a screen) or when you need the information in a loca

OR.22: Holds - Set up Automatic

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to automatically apply a particular Hold on some or all Clients, or to some or all Products belonging to a Client. For example, certain Products may be required by law to go into an inspection process befo

CR.48: Client Rates Report

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically, you may want a printout of Client Rates in the computer: to review the information you have to provide to someone who may not have access to a screen, when you need the information in a location where a

CR.57: Hold Codes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In managing your inventory, you may wish to identify certain categories of stock that is on Hold. Within these categories, you may wish to further define stock status (e.g., damaged by Carrier, damaged by Customer, da

OR.14: Shipped Orders - Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With numerous Orders coming into the system each day, it is important to know which ones have actually been Shipped. This program produces this information in a variety of forms. Note: For related documentation and wo

OR.47: Location Space Inquiry

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Proper space management (i.e. the optimal use of all available space) is an essential operation for any profitable warehouse. Decisions regarding the locating, picking, and re-warehousing of stock (by the system and m

PI - Physical Inventory

Published August 13th, 2025 by Anthony Hodge

PI applications are used in the Warehouse Management System for processing and maintaining physical inventory counts. For further information on how inventory is handled under (Undefined variable: Primary.Product1), see Physical Inventory Overview. To walk through a series of integrated workflows relating to inventory counts click here. Core Applica

OR.20: Lots - Maintain / Adjust

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In any Inventory operation, the core of the system is the entry and maintenance of Inventory information. This program allows you to create new stock records as well as change information. Note: For related documentat

SL.52: Inventory List - Pick Sequence

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits There may be a requirement to provide a report which shows the locations and quantities of stock in picking sequence on narrow (80-column) paper. This program provides you with such a report in Client + Product + Lot sequence. Note

OR.50: Conveyance - Inquiry

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In most operations, there is a variety of Conveyances (pallets, cartons, boxes etc.). This program allows you to search for a particular Conveyance (or group of Conveyances) based on selected criteria (Client, Product

WP.79: Shipping Label Printing

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There may be a requirement to print address Labels on a regular dot matrix printer for Orders that are ready to ship. This program allows you to define the different Label forms that you may be using, so that the Oper

OR.12: Open Orders - Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits On any given day, there may be many Orders in the system, some invoiced, others not, some current, others future, some cancelled. Periodically, it is important to "see the whole picture" of the Orders in process. This

SL.81: Storage Dimensions

Published August 12th, 2025 by Anthony Hodge

Note: You can click thebutton (or press F5) to invoke specific field help from within the job panel. Business Benefits Various locations in your facility will be of the same size (i.e. length, width, and height) and capacity; i.e. maximum weight, stack, etc.). This program allows you to define these location dimensions for use by the Space Managemen

RF.01: Option 01 - Accept Work

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. The first option on the menu allows operators to select work that has been assigned to them. Note: For other RF01-related documentation see RF01 - RF Menu. Usage Selecting the Accept Work option in the RF.01

OR.13: Order Discrepancy - List

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In any operation, there will occasionally be a discrepancy between the original Order and the amount actually Shipped. For control purposes, it is important to know when these discrepancies have occurred, so that you c

RF.01: Option 12 - Move Stock

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. This option provides choices of move methods that may be performed. Moves can be made for stock that is available (not reserved at location level for order) or on hold (shippable/non-shippable - except fungib

SL.91: Aisles - Create

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Aisles are the main "Access Routes" to product within the warehouse or storage environment. Appropriate aisle codes may be defined for each unique warehouse. An aisle often represents a "row" or "room/row"combination. Examples: 01

PI.22: Tags - Generate Blank/External

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The methodical process of counting Stock must be supported with a document that allows the Stock- Taker to record the count. This program is where you would assign pre- numbered ranges of Tickets or let you assign y

RF.01: Option 10 - Pack Order

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. This option assists in ensuring that ALL of the Products picked for a specific Order are packed and (optionally) allows for printing of labels for the packed stock (e.g. 1 label per Carton). Note: For other R

WP.48: Lot Set Change Pre-check

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits For each Lot Set Change process, changes will be made to the existing lot data. It is important to have a pre-view of these changes before the actual information gets updated with a Lot Set. This program performs a Lot

WP.11: Warehouses

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Each Warehouse in your operation must be defined to the system for the storage of Products and subsequent movement. This program allows you to set up Warehouse locations. Note: For related documentation and workflows,

OR.52: Archived Unit ID Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically you may wish to print a report showing information about Unit IDs that have passed through the system and been archived. This program allows you to print such a report in one of several ways. Note: For re

SL.50: Location Contents Report

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits In any operation, it is important to have information available to you relating to stock location and quantities On-Hand. This program provides you with a report that gives you this information for any Location or Product or Lot in

OR.48: Unit ID - Inquiry

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to view all the known information about a Unit ID Product. Program OR.28 [Unit ID - Rename] and OR.48 [Unit ID - Inquiry] both allow you to do so, whenever required. Note: For related documentation and wo

CR.68: AKA Definitions

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With some Products, you may have multiple references, one used (e.g.,) by the Client, another by the Customer. For example, the Customer may normally refer to Disks but the Client records them as Diskettes. In these c

CR.63: Product Billing Profiles

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to group similar Charges together for Billing purposes. This program allows you to define Billing Profiles for these Charges. Note: For related documentation and workflows, see CR - Client Related. See al

SL.87: Zones

Published August 12th, 2025 by Anthony Hodge

Note: You can click thebutton (or press F5) to invoke specific field help from within the job panel. Business Benefits A Zone is an "Arbitrary group of storage locations that have been assigned to some purpose". A Zone may be used for Storage (e.g., Handling, Moving,Storing or Product) or Work (e.g., assembly area, loading bay, etc.). A Zone Prefere

CR.70: Master Product Import

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits When creating new product records it may be easier to automatically import multiple records rather than enter each of them manually. This program allows users to import a spreadsheet containing a list of product codes

SL.90: Locations

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits In order to use the Stock Locator (and WMS) effectively, it is essential that you identify all the Storage Locations in your Warehouse(s). Once this is done, you canmaximize the use of the computer in moving stock in and out. This

MyViews

Published August 11th, 2025 by Anthony Hodge

Record a sequence of query, columns, filter, sort, crunch and chart settings into an action grid View. The saved settings may then be re-applied instantly by selecting the MyView code from the MyViews console or by clicking a View button on the Preferences tab. Selected Views can also be invoked automatically within action grids that are launched vi

RF.91: RF Operators

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With a variety of Operators using the Radio Frequency equipment, you may wish to control what each Operator does. For example, you may wish to limit one person to receiving stock, another to picking stock, etc. This pr

WP.93: Management Reporting Profiles

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the Management Reporting system, there are two parameters that must be defined so that the system can function properly. These parameters relate to features that you may (or may not) be using. Note:

PI.55: Physical Tag Balances - Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Inventory is counted and recorded on pre-numbered Physical Inventory Tickets. Since the same Product code may be in more than one Location, there may be more than one Ticket per Product. This program prints the Tag/Ti

WP.46: Lotting Assignments

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to assign particular Lotting Data Sets generally or to particular Clients and Products. This program allows you to define your Lotting assignments. Note: For related documentation and workflows, see WP - W

PI.68: Count - Abort Physical

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Though it does not happen often, it may be necessary to cancel a Physical Inventory operation in mid-stream (or shortly after it is started). This program allows you to mark a Physical Count so that it will be aborted

WP.12: Assign Printers for Ghost

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If you have multiple Printers and/or multiple Warehouses, you may wish to assign a printer to a specific Warehouse; e.g., for printing of Bills of Lading or Picking Documents. This program allows you to set up the Prin

OR.34: Sales - Consolidation

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There may be some occasions in which you wish to consolidate the Sales figures of two or more of your Clients, for reporting purposes.When this is the case, you may use this program to transfer the Sales statistics fr

WP.74: Mandatory Charge Codes

Published August 13th, 2025 by Anthony Hodge

Business Benefits Before starting up the system, there are various Charge codes that must be defined so that the system can function properly. These Charge codes relate to a variety of situations as described on the following pages. Usage Use this job to: create a list of mandatory Charges, so that the system can calculate Storage, Handling and Anci

Filtering

Published August 11th, 2025 by Anthony Hodge

Reduce the list of records (rows) loaded into the action grid by applying filters. Enter filter criteria via the Filter Field (directly above the column heading) or use the Multi-Column utility. When filters are applied, only the data that matches your criteria will be remain in the action grid. Save filters to MyViews to be recalled instantly whene

OR.28: Unit ID - Rename

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to view all the known information about a Unit ID Product. Program OR.28 [Unit ID - Rename] and OR.48 [Unit ID - Inquiry] both allow you to do so, whenever required. Note: For related documentation and wor

Action Grid Controls

Published August 12th, 2025 by Anthony Hodge

The functionality for viewing your data (and for changing how it is displayed) is invoked using action grid controls, most of which can be invoked using buttons on the action grid's Tab Bar. Information about the contents of the currently displayed action grid is provided in the Information Bar at the bottom of the page. These controls perform a var

RF.01: Option 13 - Inquiry

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. This option is used to inquire and retrieve records from various types of warehouse data. Note: For other RF01-related documentation see RF01 - RF Menu.

OR.15: Detailed Shipped Orders Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With numerous Orders coming into the system each day, it is important to know which ones have actually been Shipped. This program produces this information in detail. Note: For related documentation and workflows, see

WP.78: Shipping Document Forms

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If you have more than one Bill of Lading form in your operation, you will need to use the right one in specific situations. This program allows you to define the different Bill of Lading forms that you may be using, s

OR.46: Client Information

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits On many occasions, you may wish to see various information relating to a particular Client. This program allows you to display this information in one of several different ways. Note: For related documentation and wor

SL.25: Putaway Location Trace Info

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits The Active Put-Away functionality will determine the best location for stock during receiving and moves. The selection of the location is based on a variety of parameters (warehouse zones, separation of products, popularity of prod

PI.71: Item Reconciliation Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits When doing cycle counts in a 'live' environment, there may be some problems reconciling discrepancies. This report will assist by indicating quantities on-order and in-transit, which may account for the discrepancies.

RF.01: Option 05 - Pick Order

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. When using this option the system will ensure that RF users pick ordered stock that has been allocated/reserved for specific lots and locations. This assists with proper stock rotation (e.g., first-in first-o

RF.01: Option 17 - Event Entry

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Rather than manually record warehouse activities that are NOT automatically tracked by the system, the user may record the start/stop times for events (e.g., shrink wrapping, labeling, etc.) for specific clie

OR.62: Analysis Activity - Purge

Published August 13th, 2025 by Anthony Hodge

Business Benefits In a Warehouse operation in which Weight is a significant factor, it may be important to know the Inbound and Outbound Tonnage for various Periods of time (week-, month-, year-to-date). This program purges/deletes the tonnage information that has already been reported for a specified Period. Note: For related documentation and work

OR.30: Monthly Sales - Transfer

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Once you have completed your monthly Sales billing, the statistics may be transferred to your historical Sales file. This program carries out this transfer when you are ready to do so at month/Period-end. Note: For rel

CR.69: Product Substitution Tables

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The Warehouse may be required by some Clients to ship substitute Products if the Product ordered is not in stock. In order to provide this service the ability to set up a list of substitution Products is needed. This

PI.30: Count - Enter

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits After Tickets have been generated and distributed to the Counters, you will receive the Tickets as the Count is completed by each person. This program allows you to enter the Ticket Count, so that later you can determ

OR.23: Inventory Adjustment Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically, you will have Adjustments to make to some of your Inventory; e.g., to correct errors or to reconcile the figures in the computer with a physical count. This program produces an audit trail of such Adjust

PI.40: A/B Ticket Discrepancy Reports

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In the course of taking a Physical Count, there are numerous Tags/Tickets in the hands of the Stock-Takers. Some of these might be lost, while others may have inadvertently been duplicated. To make the Physical Count

WP.90: Client Definitions

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting to set up Clients for the system, there are various default values that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may no

WP.97: Pick Confirmation Profiles

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the Picking system, there are various parameters that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may not) be using. N

OR.18: Products / Rates - Audit

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With a variety of Products in your Warehouse, each will have its own Rates, which may change periodically. Whenever changes are made, it is important to know that they have been changed correctly and what the current v

WP.33: Non-Revenue Codes

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In assessing the performance of the operation, it is useful to classify Revenue types; e.g., Accessorial Charges, Freight, etc. However, there may be some classifications that you wish to exclude (temporarily) from Rev

PI.51: Missing Tickets-Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There may be occasions when Tickets that were generated and printed are missing or lost or not entered with a Count. This program allows you to print a report of missing or voided Ticket numbers so that they can be tr

WP.22: Account Managers

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits When you print certain Sales reports, or sequence Inventory Stock reports, or generate Invoices, etc., you may wish to segregate the figures according to various criteria, including Account Managers. If your Account Ma

CR.64: Product Code Formats

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There may be situations in which a Client wants to separate the Product codes into distinct sections (e.g., prefix, base, suffix). When entering such a Product code, the operator would enter each segment separately, r

WP.91: Stock Locator Profile

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Once the Stock Locator (SL) system is properly setup, this is an important parameter that must be defined so that the system can be interfaced properly. Note: For related documentation and workflows, see WP - Warehouse

CR.65: Copy Products Between Clients

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Whenever you set up Product codes, the setup is simple. However, if the same code has to be set up for a number of Clients, it would be convenient to be able to copy the information rather than have to re-enter it ove

OR.71: Government Reports - Print

Published August 13th, 2025 by Anthony Hodge

Business Benefits Periodically, you may be required to submit reports to the Government in regard to your operation. These reports are defined in program CR.60 [Government Reports Definition] and the figures calculated in program OR.70 [Government Reports - Calculate]. This program prints the completed Government reports. Note: For related documenta

OR.25: Modify Unit Level Cube/Volume

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There may be occasions when you need to adjust the cube or volume of a Unit ID Product. This program allow you to modify a Unit-level cube or volume. Note: For related documentation and workflows, see OR - Order Analy

WP.41: Location History Setup/System

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With Products sometimes moving from Location to Location within the Warehouse, it may occasionally be important to track the movement of stock. This program allows you to control the length of time this Location 'hist

OR.21: Holds - Adjustments

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In managing your inventory, periodically you may wish to place certain Products on Hold (e.g., for quality assurance, quarantine, because of damage). This program allows you to make Adjustments to these Holds. Note: Fo

PI.72: Count - Update

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Once the Count is complete, and you have reconciled any discrepancies, you will want to update the computer file with the Count results, so that the computer is current with the physical inventory. This program update

PI.60: PI Diagnostics

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Frequently events occur which will halt the update of an inventory count from taking place. This job identifies areas that may exist in the data of a count that could cause the update to fail in job PI.72 [Count - Upd

SL.77: Access Type

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Access Types are used to identify what format the storage facilities being used consist of, and help in structuring the design of the storage systems. For instance, an Access Type could be an "Aisle"or, if unracked, a "Room". If us

OR.40: Order Information

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits On many occasions, you may wish to see various information relating to an Order. This program allows you to display this information in one of several different ways. Note: For related documentation and workflows, see

WP.24: Storage Schemas

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Many of your Clients may have similar arrangements; e.g., anniversary billing, recurring dates, etc. Rather than enter this common information for each Client, you can use this program to set up these common Schemas/S

Radio Frequency Overview

Published August 13th, 2025 by Anthony Hodge

The RF-enabled applications under ViewPoint Logistics are designed to allow common Warehouse functions to be performed on the Warehouse floor through the use of Radio Frequency hand-held or truck-mounted devices. All functions that can be performed on the RF device may also be performed on any standard terminal. The only difference is that the displ

WP.43: Global Lot Components

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits A global list of Components is primarily required during lookups in which a Client and Product have not been specified (therefore the system does not know which Lotting Set to use). This program allows you to set up t

RF.55: Shipment ID Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits To assist in the shipment and receiving of stock from warehouse/distribution centers to its final destination (i.e., a customer/consignee) product isoften placed on/in a conveyance (e.g., a wooden pallet) that bears a

RF.96: Client and Product Parameters

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting-up the Radio Frequency system, there are various parameters that must be defined so that the system can function properly. This program allows you to enter these parameters and automatically sets up any

OR.43: Stock - Inquiry

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In the course of running your business, Inventory will be moving all the time. On occasion, questions may arise as to where the Stock is located and where it is going to/coming from. For example: Why are only 10 in st

SL.93: Column Characteristics

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Columns are specific areas within an "Aisle". Their use expedites picking since warehouse staff need not "search" a larger area for specific stock. A Column may represent multi-tiered racking, a bulk bay that only accommodates floo

Crunch Analysis

Published August 11th, 2025 by Anthony Hodge

Compile action grid data based on multi-column sort selection into a summarized table, displaying number of instances, percentages and total quantities. The Crunch console allows you to filter and sort the results and/or render them in the form of a graphical chart. Save Crunch and Chart settings to MyViews. Crunches are smart and powerful tools tha

Preferences Tab

Published August 12th, 2025 by Anthony Hodge

These controls provide the functionality for setting and applying your preferences for how you want data to appear as it is loaded into the action grid. Changes are applied immediately but they can also be saved as settings in MyViews. Launches the Query console for retrieving data from the database. (Query-based action grids only) More Query-based

Exporting to a Spreadsheet

Published August 11th, 2025 by Anthony Hodge

HighViews provide the means to quickly select and export your action grid data automatically into a standard .xls file. If you have a spreadsheet application such as Microsoft Excel installed on your computer, you will also have the option to open the file directly. The spreadsheet output will include the original headers for all the columns selecte

Selecting and Removing Records

Published August 11th, 2025 by Anthony Hodge

Action grids include functionality that allows you to select, rearrange, and/or remove specific records/rows to help you focus only on the data that is most relevant to your work. Removing rows from the grid is also called simple filtering. Note: When records (rows) are removed from the action grid they do not change the source contents of your data

Non-Standard Pallet Billing

Published August 12th, 2025 by Anthony Hodge

The system can bill by calculated pallet and this is normally setup in CR.62 with Field 53 defining the standard quantity of cases on a pallet. In this situation, CR.22 would be set up to bill by pallet with Field 14 Calculate Per = PLT and Field 15 Qualifying Units = P for pallet. For products that may have different pallet configurations when rece

WP.31: Revenue Analysis Codes

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In assessing the performance of the operation, it is useful to classify Revenue types (Accessorial Charges, Freight, etc.). This program allows you to define these Revenue Reporting codes. Note: For related documentat

Hyperlinks and Drill Downs

Published August 11th, 2025 by Anthony Hodge

Some action grids include "data elements" that are displayed in italicized magenta. This type of cell is actually a hyperlink, and it provides instant access (a "drill down") to other action grids that contain data related to the record selected. The hyperlink approach allows operators to navigate complex information that is logically connected but

SL.24: View VPP Error Log

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits The objective of Verified Passive Putaway (VPP) is to putaway stock in appropriate locations based on various product preferences; e.g., separation, popularity, storage zone, and type. If stock is putaway in a location that does no

Untitled ArticleXML Mapping and Data Integration

Published August 11th, 2025 by Anthony Hodge

Functionality in ViewPoint Logistics for mapping Action Grid data for XML integration with external databases and applications. Overview Extensible Markup Language (XML) provides an available, affordable, and easily adaptable technology for exchanging data between trading partners, databases and applications. For complete details on the functionalit

WP.98: System Profile - 2

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting up the WMS, there are various parameters that must be defined so that the system can function properly. These parameters relate to a variety of features that you may (or may not) be using. Note: For rel

CR.17: Table of Charge Codes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Though the computer performs a significant number of functions, the Warehouse people are also vital to the smooth operation of the business. At various points in the operation, it may be important to inform the Wareho

SL.54: VPP Error Report

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits The objective of Verified Passive Putaway (VPP) is to putaway stock in appropriate locations based on various product preferences; e.g., separation, popularity, storage zone, and type. If stock is putaway in a location that does no

CR.13: Conveyance ID Validation

Published August 12th, 2025 by Anthony Hodge

Business Benefits If multiple barcode labels are attached to stock then a user may inadvertently scan the wrong information (e.g., a product code) for the Conveyance ID. Unless there is some type of validation then the system may accept an incorrect value. This job allows a user to specify a prefix for a Client's Conveyance/Reference IDs. The system

RF.97: Conveyance ID Validation

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If multiple barcode labels are attached to stock then a user may inadvertently scan the wrong information (e.g., a product code) for the Conveyance ID. Unless there is some type of validation then the system may accept

PI.24: Tickets - Assign to Operators

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits It is important to speed up the methodical process of counting Stock and to know who is counting which Stock. This program allows you to assign Stock-Takers ranges of Tickets to be used during the counting. This is s

RF.92: Receiving - Default Parameters

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Efficient use of Radio Frequency-based input depends on the entry being limited to the least necessary number of scans/keystrokes. This program allows you to optimize this data entry by configuring default and "skip" f

SL.04: Unit ID Adjustment (Move)

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Periodically, you will have Adjustments to make to some of your Inventory; e.g., to correct errors or to reconcile the figures in the computer with a physical count. This program allows you to make such Adjustments for Unit ID Prod

SL.95: Pick-Line Products

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits You may wish to place some Products in the Warehouse into a Pick-Line, for picking purposes. This program allows you to define which Products are to be assigned to that Pick-Line, by Client. Note: For related documentation and work

CR.40: Minimum Shelf Life by Customer

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If you are using Products with a 'shelf life' (e.g., expiry date), it may be necessary to specify the number of days of shelf life that remains on a Lot being allocated. This program allows you to do this. Note: For r

CR.30: National Motor Freight Classes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Goods transported by Carriers often must be identified by the official National Motor Freight Class code recognized by the industry, for purposes of rating, etc. This program allows you to set up these NMFC codes so t

RF.71: Reserved for Marter MOSBEE

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The Radio Frequency hardware is 'intelligent' enough to automatically identify the symbology of the Barcode. The Maves software allows you to specify what information is encoded on the Barcode, eliminating the need fo

PI.92: Assign Cycle Count Class

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits A Cycle Count allows for a scheduled count of inventory to verify and (if necessary) adjust system stock levels to match actual stock levels. Since some products may "turn" (be received and shipped) more quickly than o

CR.11: Conveyances

Published August 12th, 2025 by Anthony Hodge

Business Benefits In most operations, there is a variety of Conveyances (eg. pallets, cartons, boxes, etc.). This program allows you to define these different Conveyances for use in the system. Note: For related documentation and workflows, see CR - Client Related. Usage Use this job to define Conveyances for all or specific Clients, with or without

Spreadsheet Tab

Published August 12th, 2025 by Anthony Hodge

These controls are used for exporting selected records and their data elements into a spreadsheet file from the current action grid. Captures grid data to generate an Excel spreadsheet using all columns as well as current filter settings (if any). Once loaded into Excel, the data can be further formatted, incorporated into a report, chart, printed a

SL.82: Separation Codes and Profiles

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Separation Codes are use to group products by certain criteria. Goods may have characteristics that require them to be segregated in a particular area. For example, hazardous goods, or odor emitting goods, or temperature sensitive

PI.78: Purge Completed/Aborted Counts

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Once you have completed a Count, the information from the Count remains in the system until you want to get rid of it. This program allows you to purge these "old" Counts. Note: For related documentation and workflows

PI.28: Tickets - Print

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Inventory is counted and recorded on pre-numbered Physical Inventory Tickets. Since the same Product code may be in more than one Location, there may be more than one Ticket per Product/Lot. A second (B) count may be

SL.88: Client/Product Profiles-Assign

Published August 12th, 2025 by Anthony Hodge

Note: You can click thebutton (or press F5) to invoke specific field help from within the job panel. Business Benefits Rather than allowing stock to be putaway into any location, the system can be configured to verify that an appropriate location was selected. In the event that inappropriate location is selected then the operator must enter a "passw

CR.20: Separate Invoice Arrangements

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Some Clients in the system may require some Accessorial Charges to be grouped onto a separate Invoice. This program allows you to set up these separate Invoice arrangements as required. Note: For related documentation

RF.94: Counting - Default Parameters

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits During Physical Inventory or Cycle Counting your RF counters may be required to scan/record large amounts of data that is predominantly identical. Example: Client "ABC" stores Product "123" and each Lot contains a ler

SL.23: Aisle Pictures - Display

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits In any operation, it is important to have information at your fingertips relating to stock location and quantities On-Hand. This program provides you with the ability to look-up information for any Location in any Warehouse, with a

CR.14: Storage Billing Schemas

Published August 12th, 2025 by Anthony Hodge

Business Benefits Many of your Clients may have similar arrangements (eg. anniversary billing, recurring dates, etc.). Rather than enter this common information for each Client, you can use this program to set up these common Schemas/Schedules, then assign a whole Schema to each Client. Usage This program allows you to define Storage Schemas or Bill

CR.26: Customer (Ship-To) Addresses

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Some Companies have standard Ship-To addresses (different from Sold-To addresses) which are used frequently enough to justify recording them in a Ship-To Address file. This eliminates the typing of the Ship-To Custome

SL.86: Storage Zone Preferences

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits A Storage Zone Preference Profile is a list of Zones that is in preferential order or sequence in which they will be assigned or used by the Verified Passive Putaway or Active Putaway functionality. Each Client/Product that require

CR.62: Client's Inventory Products

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In any Inventory operation, the core of the system is the entry and maintenance of Inventory information. This program allows you to create new Product records as well as change information (e.g., Price, Client, etc.)

Navigation Tools

Published August 11th, 2025 by Anthony Hodge

There are several ways to move around the action grid to locate and access your data. Scrollbars The simplest method of navigation is to use the horizontal and vertical scrollbars. Horizontal Scrolling To bring different columns and panels into view, use your mouse pointer to drag the horizontal scrollbar slider (along the bottom), or to click on th

SL.99: Space Management Control

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits The Stock Locator system may be configured to select the "best" location(s) to put away product. To do so the system considers (among other things) only those locations that contain available space based on the dimensions of locati

CR.55: Date Code Conversion Methods

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The ability to translate Manufacturer's Date code dates may be required in order to allow the Warehouse to rotate stock according to a release or expiry date. This program allows you to set up a variety of code date f

Action Grid Controls

Published August 12th, 2025 by Anthony Hodge

The functionality for viewing your data (and for changing how it is displayed) is invoked using action grid controls, most of which can be invoked using buttons on the action grid's Tab Bar. Information about the contents of the currently displayed action grid is provided in the Information Bar at the bottom of the page. These controls perform a var

CR.16: Messages, Warnings, & Hazards

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Though the computer performs a significant number of functions, the Warehouse people are also vital to the smooth operation of the business. At various points in the operation, it may be important to inform the Wareho

PI.79: Display Count History

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Prior to conducting a Cycle Count it is important to determine the approximate time required to perform a count. This allows for appropriate preparations to be made (schedule count date, time, resources, etc.) to mini

CR.22: Storage, Handling, Other Rates

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In any Warehouse operation, there are various Charges that can be applied to services rendered for a Client. This program allows you to set up both the mandatory Charges required by the system and additional Charges t

CR.12: Storage Periods/Billing Dates

Published August 12th, 2025 by Anthony Hodge

Business Benefits There are potentially two sets of dates the system may need to properly invoice a Client's Inventory and keep track of month-end Stock balances. While often one Date table would be sufficient for both of these functions, the system allows you to define as many Date tables as are needed. This program controls Storage Period dates fo

PI.32: B Tickets for A Discrepancy

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If you are using an A vs Book discrepancy Count, you will need to generate the corresponding Tickets. This program generates these Tickets for you. Note: For related documentation and workflows, see PI - Physical Inven

SL.05: Conveyance Adjustment (Move)

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Periodically, you will have Adjustments to make to some of your Inventory; e.g., to correct errors or to reconcile the figures in the computer with a physical count. This program allows you to make such Adjustments for Conveyances,

CR.60: Government Reports Definition

Published August 12th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically the government (federal or local) may require a particular report to be submitted relative to your business. When this happens (or changes), it would be useful to set up the parameters required for the gov

SL.84: Tier Characteristics

Published August 12th, 2025 by Anthony Hodge

Note: You can click thebutton (or press F5) to invoke specific field help from within the job panel. Business Benefits This option reduces the time required to create locations since the user may instruct the system to automatically generate a group of locations with MULTIPLE and valid Tiers (rather than for EACH Tier). See the "Usage" section on ho

RF.50: Maintain Shipment Conveyance

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits To assist in the shipment and receiving of stock from warehouse/distribution centers to its final destination (i.e., a customer/consignee) product is often placed on/in a conveyance (e.g., a wooden pallet) that bears

CR.58: Inventory Adjustment Codes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits In an ideal business, all transactions would be entered and processed correctly. In real life, of course, mistakes are made or other adjustments have to be made to record unusual situations (e.g., returns, breakage, t

RF.98: R.F. Security Parameters

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits To ensure that the correct stock is received, picked, moved, counted, etc. warehouse staff are encouraged to scan any/all barcoded information that is attached to and represents the physical stock. The e-Z Ware system

CR.19: Cumulative Quantity Breaks

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to bill certain accounts different Rates based on the total throughput of a Product for a defined time period. For example, over the course of the year you may wish to charge $25 per hundredweight for han

RF.93: Unallocated Picking - Set-Ups

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Bulk stock environments may contain fast moving products that may not require strict FIFO rotation. In fact, accessing the very "oldest" inventory may even involve high handling costs (i.e moving other bulk stock to a

OR.24: Stock Status - Unreconciled

Published August 13th, 2025 by Anthony Hodge

Business Benefits At some point, the status of a Lot must be reconciled. A Lot may not be purged from the system unless its unreconciled Unit stock balance is zero. This program assists you in this process by producing a report of unreconciled Lots. Note: For related documentation and workflows, see OR - Order Analysis and Adjustments. Usage Use thi

CR.90: Legal Messages

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Sometimes you may need to add a legal message to a graphical form; e.g., invoice, receipt, etc. These messages may be generic (covering allclients) or specific (to be added for individual clients only). This program a

OR.31: Sales Figures - Enter/Adjust

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before you start to use the Sales Analysis system, you may wish to enter the historical Sales statistics into the system, so that you may have meaningful reports immediately. When the Sales Analysis system is operatio

OR.49: Location History - Inquiry

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With Products sometimes moving from Location to Location within the Warehouse, it may occasionally be important to track the movement of particular stock for a certain Client. This program allows you to display this Lo

CR.32: Generic Classification Codes

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits There may be occasions when you want to see all "canned peas" for a specific Customer who has a variety of Products that qualify as "canned peas". It would be helpful if the computer could find all these similar produ

RF.01: Option 04 - Master Order Picking

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. This option reduces the time and cost associated with picking Orders. Rather than picking each Order separately, warehouse staff may simultaneously pick stock for multiple Orders; e.g., make one trip to a loc

PI.91: Cycle Count Class

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits A Cycle Count allows for a scheduled count of inventory to verify and (if necessary) adjust system stock levels to match actual stock levels. Since some products may "turn" (i.e., be received and shipped) more quickly

SL.98: Active Putaway Setup

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits Active Putaway selects the "best" location for a specific product. Location selection is based on a number of preferences assigned to the product. Preferences include Separation, Popularity, Storage Zones, and Storage Types. Separa

RF.01: Option 14 - Select Warehouse

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. This is a function specific to the RF menu to allow the Operator to identify the Warehouse in which the person is working. If a Warehouse is not selected, the system will prompt for Warehouse code for each op

SL.92: Aisle Sides - Create

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits An Aisle Side is the face of an aisle or access route from which product can be accessed for storage and retrieval. Examples: "L" = Left"R" = Right"-" = No Sides (Bulk Location accessible from all directions) Aisle/Sides may be lin

RF.01: Option 03 - Single Receiving

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Single Receiving is beneficial to warehouse staff that wish to "focus" on receiving ONE (or a Single) Receipt at a time. Note: For other RF01-related documentation see RF01 - RF Menu. Usage This option allows

PI.90: Hold / Adjustment Codes

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You will need to assign a Hold code for stock overages and shortages, as well as an Adjustment code for any Physical Inventory adjustments that are made. This program allows you to define these codes. Note: For related

PI.20: Count - Maintain/Generate

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Once a Cycle Count has been generated, you may wish to view the data of the count to verify that all of the Products / Locations you expected to count are included. This program allows you to view this data. Note: For

RF.01: Option 06 - Unallocated Pick

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Unallocated picking reduces order pick time since warehouse staff may choose to select stock that is more readily accessible (i.e., closer to their current location or that resides on the pick face of a locat

RF.99: RF System Parameters

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Before starting-up the Radio Frequency system, there are various parameters that must be defined so that the system can function properly. This program allows you to enter these parameters and automatically sets up any

OR.32: Revenue - Calculate Unbilled

Published August 13th, 2025 by Anthony Hodge

Business Benefits For Cash Flow purposes, you may wish to determine the Revenue that is forthcoming (Recurring Charges, etc.) but that is as yet unbilled. This program calculates this unbilled Revenue for you. Note: For related documentation and workflows, see OR - Order Analysis and Adjustments. Usage Use this program to calculate the accumulated R

CR.02: Invoice Terms of Payment

Published August 12th, 2025 by Anthony Hodge

Note: You can click the button (or press F5) to invoke specific field help from within the job panel. Business Benefits For each Customer whom you bill, you may have Payment Terms different from other Customers with whom you deal: for some you may require payment on delivery (C.O.D.), for others you may allow a month to pay (net 30), and for others

OR.70: Government Reports - Calculate

Published August 13th, 2025 by Anthony Hodge

Business Benefits Periodically, you may be required to submit reports to the Government in regard to your operation. These reports are defined in program CR.60 [Government Reports Definition]. This program carries out the calculation of the figures required for those Government reports. Note: For related documentation and workflows, see OR - Order A

RF.70: Barcode Definitions

Published August 13th, 2025 by Anthony Hodge

Note that you can click thebutton (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits The Radio Frequency hardware is 'smart' enough to automatically identify the symbology of the Barcode. The Maves software allows you to specify what information is encoded on the Barcode, eliminating the need for progr

PI.53: A vs B Variances - Report

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Note: For related documentation and workflows, see PI - Physical Inventory. Business Benefits In the course of taking a Physical Count, there are numerous Tags/Tickets in the hands of the Stock-Takers. Some of these might be lost, whil

OR.11: Shipping Documents Status

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Occasionally, you may have a Client inquiring about Orders that have already been confirmed as shipped and deleted from the system. On a daily basis, this program allows you to produce a report that records this infor

RF.01: Option 15 - Location Status

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. If the Active/Directed Put Away and Space Management functions are enabled, then the system will determine whether a specific location has a usable remaining capacity (i.e., volume and weight) for stock being

Inventory Counts Overview

Published August 13th, 2025 by Anthony Hodge

The inventory handling applications under ViewPoint Logistics are used to count each Client’s Inventory with Ticket generation and count recording, Count entry and reports of outstanding Tickets, Reconciliation of physical vs computer/book records. For a list of the core applications associated with inventory counts in VL, see PI - Physical Inventor

Adjusting Columns

Published August 11th, 2025 by Anthony Hodge

Reduce the number of action grid columns or rearrange them into configurations that are more relevant to your work. Save configurations to MyViews to be recalled instantly whenever you need to re-apply them. Default action grids include a lot more information than you may need for performing your work. Maybe your data is scattered across the grid or

RF.01: Option 07 - Universal Pick

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Universal picking combines the functionality of both the allocated and unallocated pick. This feature is not available in the current release; however, to see a demo video about universal picking, click here.

CR.03: Client Billing Cycle Groups

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits You may wish to group Clients for Billing if they normally bill Recurring Storage and Accessorial Invoices at the same time. This program allows you to set up these Billing Cycle groups. Note: For related documentatio

RF.01: Option 09 - Unpick Stock

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Periodically it may be necessary to modify the order during or after it has been picked but before it is shipped. If the Radio Frequency (RF) system is being used then the order may be modified "on the floor"

RF.01: Option 02 - Bulk Receiving

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Bulk receiving is typically used to expedite the receiving of Unit and Conveyance IDs. Users need only scan the Unit or Conveyance ID and location. Note: For other RF01-related documentation see RF01 - RF Men

OR.16: Daily Summary of Orders

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits Periodically, you may wish to review the Orders that have been processed during the day. This program produces a daily summary of Orders for your review. Note: For related documentation and workflows, see OR - Order A

RF.01: Option 08 - Bulk Picking

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. Bulk Picking allows a user to select an order number and then simply scan a conveyance to ship without identifying the stock's corresponding line number. The system will ensure that the user may only select a

Pick-Line: How it Works

Published August 12th, 2025 by Anthony Hodge

The following sections relate to how the ViewPoint Logistics currently handles pick-line, including Setup, Replenishment, and Putaway. For a list of the core applications for handling stock locations in VL, see SL - Stock Locations. How it Works The method of creating an Order in the system follows a "top down" pattern, beginning with the allocation

PI.70: Order Discrepancy - Reconcile

Published August 13th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits If for some reason there are some outstanding Orders that have been picked (in program OE.03 [Print Shipping Documents]), and they cannot be filled with the proper quantities, you may need to reconcile the Order and a

CR.06: Client Names and Addresses

Published August 12th, 2025 by Anthony Hodge

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself. Business Benefits With the number of Clients that you have, it is normal to find that some of them will have different Payment Terms and other details. On the other hand, some may have a similar name and can be distinguished only by ot

RF.01: Option 16 - Count Stock

Published August 13th, 2025 by Anthony Hodge

Business Benefits The Radio Frequency (RF) system provides Operators using hand-held RF devices with the ability to access specific functions. In addition to recording a physical or cycle count manually (e.g., on a count sheet/ticket) RF users may also scan and record actual inventory levels in a "real-time" fashion. Optionally, this also enables co

OR.26: Billing Adjustments - Audit

Published August 13th, 2025 by Anthony Hodge

Business Benefits There may be occasions when you need to recall a Lot's profile and modify it. This program allows you to print an audit trail of any such adjustments. Note: For related documentation and workflows, see OR - Order Analysis and Adjustments. Usage Use this job to print an audit trail of Adjustments made in program OR.27 [Lot Billing P

CR.05: Sales Group Codes

Published August 12th, 2025 by Anthony Hodge

Business Benefits There are some Clients whom you may wish to group together on Sales reports because they are similar. This program allows you to define these Sales Groups. Note: For related documentation and workflows, see CR - Client Related. Usage Use this job to define Sales Group codes. Sales Groups are referenced in program CR.06 [Client Name