Sync and View Assets in Moveware

Once the Items arrive in the warehouse and the last Checklist is completed, the Job should be sync’d into Moveware.  

When this occurs, some Items may need to be linked to existing Products and/or additional Products may need to be created.

The purpose of the Product Management screen is to give the users in the warehouse a convenient way to assign any actual Items to a Product in the system or to create new Products if no existing Products exist for the Item.

To access the screen, go to Operations -> Products Management or use the shortcut keys Ctrl + P. When in a Job, this screen can also be accessed via the ‘Paperclip’ button:

The left panel of the screen (in red) shows any Items that have not been linked to a Product. These are items that have been created through MoveCrew for an incoming job. When an item is highlighted, more information is displayed in the bottom of this panel.

The middle panel (in green) shows Products. This panel has 2 different views: List and Image view. The user can select what type of view they like to work in by clicking on the radio buttons at the top of the panel.

The right hand panel (in blue) allows the user to filter the product list in the middle panel via filters such as Description, Colour, Sub-Group & Group (in a selection list). The bottom right hand corner shows more information of the highlighted Product. 

How to use the Product Management Screen

As mentioned earlier, the list shows non-assigned Products by default but the user can choose to see all Actual Items (including those already assigned to Products) by clicking on the toggle at the top:

When the Products Management screen is loaded from a Job, the Job Number & Owner should be automatically populated from the Job Number & Customer Code. The Products panel should default to only Products belonging to that owner. If accessed from the Operations menu, then it is up to the user to ensure that the owner is populated, however, the system will prevent the user from trying to assign Products to Items with mismatching owners.

The user can select Items by clicking on them to highlight the ones he/she wishes to assign with a new Product. It is much more efficient to highlight all of the Items belonging to the same Product at once rather than clicking them one by one. He/she can use the filters at the top to assist with finding Items belonging to the same Product:

Once the user has classified the actuals to be assigned, they will need to find the product to assign it to by using the same filters on the right:

When the user has found the product to assign the selected Items to, simply double-click on the picture (in image view) or the row (in list view) and click yes to the confirmation message:

Check the confirmation message to ensure that these are correct.

If one or more of the Items have not been assigned to a Product (due to Owner mismatch), the confirmation message will notify the user of this.

What happens if the product doesn’t exist:

If no product exists for an Item, click on the ‘Add’ button:

Enter the Product details and click Save. Assign a picture if required and click OK.

The screen will filter by the newly added Product which the user can then simply double-click to assign to the highlighted Items:

If the chair (Item) belongs on a Job, the newly assigned Product will also be automatically added to the Job: