Inventory System & Asset Tracking – Dashboard Enhancement – Training Video
ASAP Systems, an 𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗦𝘆𝘀𝘁𝗲𝗺 provider for businesses of all sizes and a large variety of industries such as Distribution, IT Companies, Fire-EMS Departments, Government entities, Education, Military Installations and much more.
“Hello and thank you for joining me for this special video. Today we will be covering how to set-up the user Dashboard. The dashboard is the standard landing page for anyone who logs in and it is configurable for each user. It has several options designed to give the user control and enhance efficiency, visibility, and functionality.
It all starts here with the default home screen and the edit button in the bottom right. There are several sections to the window and if you are working on a smaller screen device, you may need to scroll to see them all. In the top section there may be up to 5 options to choose from simply based on what your organization is tracking and what your role is in the process.
Those persons who are going to be conducting Asset transactions, placing Purchase Orders, and administering the system should start with the Asset screen. If your primary role is to manage your own assets, make reservations, or request custody, then I recommend selecting ‘My Assets’.
Users who are primarily conducting stock transactions, adding new data points, running reports, and or approving orders, then Barcloud Stock makes the most since. Anyone who simply needs to place requests for consumables will be well served by using the Stock Shop.
Finally anyone who primarily looks up locations via the floor plans and maps can now directly load into the Barcloud Layouts page. Choose Columns is pretty straight forward, users can choose to have the panels displayed in 1, 2, or 3 columns. The font size is simple too, just choose the display size small, standard, and large. The panels are the most important part of this window.
They are the content you are choosing or not choosing to display on your home screen. We have the options organized into 3 categories. The general category has information like the Asset lifecycle, the Quickstart guide, and the Account Snapshot.
The second category ‘System’ focuses on system wide data with the charts and graphs and recent transactions.
The final category, “My Assets” focuses on user specific data for their assets that are check out, requiring maintenance or warranty notifications.
This section will also likely expand to have more panel options and choices as time goes on so check back from time to time to make sure you have the best options. You may have noticed a phone icon next to several of the panels.
This indicates which panels will be visible when the user logs in using a mobile device’s web browser. The last section is the Help section, here you will find a link to play this video and a link to the wiki. When the user presses the ‘Save and Close’ button, they will have the option of letting Barcloud lay out the panels for them.
Even if the user selects this option, they can always drag and drop the panels into the layout that is most useful. Every panel will have some level of interactivity to boost efficiency. Any of the data circles can be clicked on to see the details on a data grid The life cycle diagram also serves as links to the various parts of the system.
Some panel interactivity can also be modified with the 3-dot icon in the lower right of the panel. The charts and graph panel will let the use choose which tabs are shown up top. Recent Transaction will have options to control how many of which transaction type is being shown. And each of the data circle panels will have options to turn off any data circles not needed. Thank you for joining me for this quick update video. Be sure to stay tuned for the latest Updates.”