Setting up and Managing Containers

Containers refer to various spaces where inventory items can be stored, such as trucks, carts, rooms, shelves, and more. In ContentsTrack, we enable you to add these containers and categorize them according to your needs, ensuring maximum customization for your inventory management.

Containers

In ContentsTrack, you can start creating containers by exploring two main categories: "Locations" and "Mobile Containers". "Locations" represent static areas, while "Mobile Containers" can be relocated within a location or transported to a different site.

Table View vs Tree View:

Table View

Table view provides a quick overview of each container's status and item count. Within Table View, click on the "# Items" hyperlink to access the inventory for that container. From there, you can edit items or navigate directly to the inventory page for a specific job.

Tree View

The Tree View feature offers a graphical representation of your container hierarchy, showcasing the current locations of your mobile containers. This enables you to adapt the layout as processes, statuses, and locations undergo changes.

How to Set Up a Location:

Locations can be organized hierarchically, allowing nesting within each other. To view the contents of each location category, simply select the drop-down arrow.

  1. Navigate to Tools, then select the Containers tab, and choose Tree View.
  2. Choose the location where you wish to add a new container. For instance, select "Locations" to add a new overall location. If you want to nest it under something else, click on the desired parent item.
  3. Once you've selected where you want to add the new location, select Attach.
  4. Enter a Name, ID, and Type.
  5. Click Add.

How to Set Up a Mobile Container:

Mobile containers are individual entities. These are items that can be relocated or moved.

  1. Navigate to Tools, then select the Containers tab, and choose Tree View.
  2. Click on Mobile Containers, then choose Attach.
  3. Enter a Name, ID, Type, and the Current Location.
  4. Click Add.

How to Import Mobile Containers:

Easily upload mobile containers in bulk by importing an Excel file provided through ContentsTrack.

  1. Navigate to Tools, then select the Containers tab, and choose Tree View.
  2. Click on Mobile Containers, then choose Import.
  3. Download the Mobile Container Template, which includes instructions on the first page and the layout on the second page.
  4. After filling out the template, select 'choose file' to upload your saved file, then click on Import.

How to Edit/Delete a Location/Mobile Container or Set a Status:

Statuses serve to define the state of a container or location. For help setting up statuses go to Setting Up and Managing Container Statuses.

  1. Navigate to Tools, then select the Containers tab, and choose Tree View.
  2. Click on the location/mobile container you want to modify.
  3. Click on Edit or adjust the status using the drop-down menu. (Statuses can also be adjusted from the Table View.)
  4. If you're editing, make the required changes, then save or delete if necessary.

How to Print Container IDs:

You have the option to print container IDs, which can be affixed to your various containers. This facilitates easy scanning and tracking of items as they transition across different locations or containers.

  1. Navigate to Tools, then select the Containers tab, and click on the Print Container IDs button.
  2. Customize the label by adjusting the company name display, selecting the type of barcode paper, and choosing the desired locations.
  3. Click Print. A PDF will be downloaded to your computer, allowing you to open and print it from your printer.

How to Set a Default Container:

You can choose which container you'd like to show as default, this will reflect in both web and mobile platforms.

  1. Navigate to Tools, then select the Containers tab.
  2. Locate the dropdown menu labeled "Default Container" at the top of the page.
  3. Select the container you want to set as the default options.

How Did We Do?