Inventory System and Asset Tracking – New UI – Training Video
ASAP Systems, an 𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗦𝘆𝘀𝘁𝗲𝗺 and 𝗔𝘀𝘀𝗲𝘁 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴 provider based in the United States, suitable for all business sizes and a large variety of industries such as IT Companies, Fire-EMS Departments, Warehousing, Government, Education, Military Installations and much more.
“Hello and thank you for joining me for this special training video. We are preparing to complete the move to our new, more efficient, and configurable User Interface. Our new Modern layout is designed to be very sleek and clean while still providing more useful information at a glance. Let’s dive in.
Welcome to the new user Home Screen. As you can see there have been quite a few changes. First and foremost the tabs for Barcloud Asset, Barcloud Stock, My Assets, the Stock Shop, and Barcloud Layout have all been neatly tucked away behind the 9 square icons in the upper left. Clicking this icon will show the panel where users can choose which part of the system to use.
Running down the left-hand side of the window, we have the Menu Panel. This panel replaces the previous Main Navigation Ribbon and has access to the files, transactions, reports, orders, and more. In its current closed state users can click the icon and choose their options from the slide-out menu like transactions. The slide-out menu may have more options than just the name to click on. Looking at the ‘Files’ slide-out menu there are two other icons on each row. The ‘+’ button is a shortcut to add a new entry into that file like adding a new item, model, or location. The star icon will add that item to the users ‘Favorites’ section in the top bar.
This makes it easy for every user to build their very own menu filled with the clicking on the ‘Open’ text or arrow will open the Menu Panel. In this state clicking on an option like files or transactions will open the choices below the option chosen. Users can also set a couple of the items in their favorites like inventory.
Along with the Favorites menu icon, the right side of the top bar will also have The ‘Alerts’ icon with any messages we send to customers like upcoming server maintenance, changes in support status, and alerts related to Asset and Inventory Management in Barcloud. Users looking for the Wiki or to connect with support will find these options under the ‘help’ icon. Clicking on the ‘person’ circle will bring up options for Switching sites, logging out, and the ‘Admin’ drop-down.
Users also have the ability to configure their individual dashboards. They will access the configuration options by clicking on the edit icon in the lower right. There are 4 basic sections to the Dashboard. The top section will let the user control which portion of Barcloud loads for them by default. This way users who primarily need to use Stock Items can load directly into Barcloud Stock instead of Barcloud Asset, and vise-versa. The second option controls how the panels in section 4 will be arranged. Users can choose from 1 column, 2 Columns, or 3 Columns. The 3rd section is for font sizes and users can choose from Small, Standard, and Large. The 4th section will control the content. We have 3 categories of panels. The ‘General’ Category will offer info on system processes with links or general account information. The 2nd category will have data about system-wide usage in the form of charts and graphs and a recent transaction list. The last group will be called ‘My Assets’ or ‘User’ depending on if you are looking at this page in Assets or Stock. It will have data pertaining to the specific user who is logged in. Below that we have a link to a video covering the Dashboard Configuration and a link to the Wiki. Once users have made their selections they will press Save and close. Barcloud will offer to arrange the panels for the users. Users are still able to drag and drop the panels around as they see fit. The panels will have various options available under the 3 dot icon in the corner. Some examples of options include controlling which data circles appear, how many transactions to show in the recent transactions, which tabs to add to Charts and Graphs, and more.
That covers it for the new UI introduction. Thank you very much for joining me, be sure to check back for any additional updates.