Our Screen Configuration tool is designed to empower you by providing the ability to customize your screen experience. With this tool, you can create personalized rules for selected screens, modify the screen design to suit your preferences, and even mandate specific actions for certain screens. This tool features a user-friendly interface that allows you to easily access and edit existing configurations or create new ones for your chosen screens.
In this knowledge base article, we will explore the functionalities and benefits of the Screen Configuration tool for Mobile Receiving screens in detail.
Initial Steps
Initial Steps
Navigate to the Screen Configuration page.
If you have trouble locating this page, please use our Search function.
Select the operation for which you'd like to configure the screen. In this case, select the Receiving option.
You can now view the Receiving Screen Configuration List. This will display all configurations you have created so far.
7 columns are available. All are visible by default:
Configuration Name
Warehouse
Operation Type
Screen Name
Created Date Time
Created By
Is Active?
If you need to filter, you can filter by Configuration Name, Screen Name, Warehouse, and Is Active?
You'll be able to use the 3-Dot Menu to view details, edit, delete, or duplicate your configuration.
If you haven't created a configuration yet, select Create Receiving Configuration to get started.
General
General
From the General tab, you will select the relevant warehouse, name your configuration, and set the configuration as active or inactive.
Each field on this screen is required. Configurations are set to Active by default.
Please note that configuration names must be unique. You can have different configurations for different warehouses.
Click the Next button to proceed.
Conditions
Conditions
From the Conditions tab, you will set the criteria that will cause the configuration you are creating to display.
You can edit the following for this section:
And/Or
And/Or selection will be applied to the Client, PO Type, and Vendor fields.
And can be used to combine multiple conditions together.
Or can be used to select three different conditions based on the three fields.
Purchase Order Type
Purchase Order Types created for your account will be listed.
Multi-select is allowed.
Client
Clients in the selected warehouse that you have access to will be listed.
Multi-select is allowed.
Vendor
Vendors created for this account will be listed.
Multi-select is allowed.
You cannot currently edit the When, If, and Use fields.
Once you've entered the necessary information, click Save to proceed to Configuration.
Note: Each configuration must have different conditions. If a configuration is created with identical or otherwise conflicting conditions, you will receive an error message.
For example:
If you have a flow with the condition that Client = MyClient, then the following will occur when making a second configuration:
Client = MyClient
Error, because the same condition exists
No Condition
Error because no condition conflicts with the existing configuration
Client = TestClient
No issue
Client = MyClient OR Purchase Order Type = Return
Error because the condition conflicts with the existing configuration
Client = MyClient AND Purchase Order Type = Return
No issue
Configuration
Configuration
From the Configuration tab, there will be multiple steps to take. Based on the elements of the selected screen, you can define a number of actions. You can go step-by-step or select a specific step from the dropdown.
Click the areas below to learn about each section you can configure.
Step 1 - Select PO/Vendor
Step 1 - Select PO/Vendor
In this section, you can set the default choice for selecting PO/Vendor and disable toggling for the Scan or Enter PO/Search & Select PO option on the Select PO/Vendor screen.
To set the default for this screen, choose ScanOrEnterPO or SearchAndSelectPO from the dropdown. The selected option will become the default.
To disable changing from the default option to a different option, set Do not allow change? to Yes. This will make the alternate option gray and not allow selection.
Click Save and Next to move to Step 2.
Step 2 - Location Confirmation
Step 2 - Location Confirmation
In this section, you can set the defaults and fields for the purchase order summary, the receive to location pop-up, and the one-by-one receiving toggle on the Location Confirmation screen.
The PO Summary element can be configured to automatically show with the full information opened or minimized. To show the information opened, set Auto Show to Yes. To show it minimized, select No.
You can also multi-select up to five extra fields to show on the PO summary using the Extra Fields dropdown.
The Receive to Location element can be set to suggest a default Target Location value. For example, PrimaryLoc can be set as the default suggestion in the Scan or Enter Target Location field.
Users can still change this suggestion by entering a different value unless changes are made to the Do not allow change? toggle.
To allow the suggested location to be overridable, select No under Do not allow change? To lock the suggestion so it cannot be overridden, select Yes.
Click Save and Next to move to Step 3.
Step 3 - Select Receiving Type
Step 3 - Select Receiving Type
In this section, you can set the default selection for the Receiving Type for an order. You can choose between no default selection, receiving without an LP, and receiving to an LP. This pop-up appears on the Location Confirmation screen.
For the Default Selection dropdown, you can select Empty to not have a default selection for receiving type, ReceiveWithoutLP to make NOT receiving on an LP the the default, and ReceiveOnAnLP to select receiving on an LP as the default.
If you'd like to hide this default selection from users, toggle the Hide button to Yes.
You cannot select Empty if you hide this section, as a choice must be made for this section.
Click Save and Next to move to Step 4.
Step 4 - LP Confirmation
Step 4 - LP Confirmation
In this section, you can set whether or not the PO summary automatically shows, the defaults for selecting LP type, and whether users are allowed to create LPs on the LP Confirmation screen.
For the PO Summary element, you can toggle whether or not the PO summary is shown by default. Under Auto Show, set the toggle to Yes to automatically display the PO summary. Set No to minimize it.
For the Select LP Type element, you can choose either SingleSKU or MixedLP as the default selection. Toggle Do not allow change? to Yes to prevent users from changing the selected default.
For the Wrong LP Error element, if you want to allow users to create new LPs when the LP they enter is not found in the system, toggle Do Not Allow “Create New LP” to No. If you want to prevent users from creating new LPs, select Yes.
If creating a new LP is prevented, users will receive this error message when entering an LP number that doesn't exist in the system: "There is no LPN with this code. Please scan another LP code."
Click Save and Next to move to Step 5.
Step 5 - Create New LP
Step 5 - Create New LP
In this section, you can set the default selections when users are creating a new LP, including the default LP type and what dimensions must be set, if any. This section appears on the LP Confirmation screen if the user is creating a new LP.
For the LP Type element, you can use the Set Default Value field to set a preexisting LP Type as the default when creating a new LP. Set Do not allow change? to Yes to prevent users from selecting a different LP type. Set it to No to allow changes.
For the Dimensions element, click the Select Mandatory Dimensions dropdown and check the dimensions that users will be required to enter when creating a new LP.
The dimension options are Length, Width, Height, and Weight. Any combination of these, including requiring all or not requiring any of them, is a valid option.
Click Save and Next to move to Step 6.
Step 6 - Select Product
Step 6 - Select Product
In this section, you can set whether or not the PO summary automatically shows, whether users can edit the LP, the default selection method for products, and a number of pack type selection settings on the Select Item screen.
For the PO Summary element, you can toggle whether or not the PO summary is shown by default. Under Auto Show, set the toggle to Yes to automatically display the PO summary. Set No to minimize it.
For the LP Settings element, if the Mandatory toggle is set to Yes, users must enter LP attributes (length, width, height, weight) and the section cannot be closed until it's completed. If set to No, this section is optional.
For the Selection Method element, you can set the Default Selection for adding products as either ScanOrEnterProduct or SearchAndSelectProduct.
To prevent users from selecting the other option, set Do not allow change? to Yes. To allow either option, set it to No.
For the Pack Type Selection element, you can choose to hide pack type selection or allow it.
If Hide is toggled to No, if there are multiple pack types for the SKU and there are no specific barcodes assigned to pack types, the screen will ask the user to select a pack type.
If Hide is toggled to Yes, the screen will not ask the pack type and the operation will be executed by using the defined default.
The default pack type can be chosen with Set Default Pack Type. Any preexisting pack types will be available here.
If Hide was set to Yes, you must set a default pack type.
If Keep Only UOM Qty in Inventory is set to Yes, inventory will be tracked by only the UOM. Even if the scanned pack type is not UOM, the stock quantity will be shown as UOM in the inventory. If set to No, inventory will be tracked by multiple pack types.
Click Save and Next to move to Step 7.
Step 7 - Receive Product
Step 7 - Receive Product
In this section, you can set whether or not the PO summary automatically shows, elements of the card that shows product details, and the entry method for product quantity on the Receive Item screen.
For the PO Summary element, you can toggle whether or not the PO summary is shown by default. Under Auto Show, set the toggle to Yes to automatically display the PO summary. Set No to minimize it.
For the Product Card element, you can change three settings: Hide PO Qty, PO Qty Display Type, and Extra Fields.
If Hide PO Qty is set to Yes, users will not see the PO quantity on the screen. If set to No, users will be able to see the quantity.
From the PO Qty Display Type dropdown, you can choose if users will see the Expected Quantity, Entered or Expected Quantity, or Remaining or Expected Quantity for the purchase order quantity. Only one option can be selected at a time.
From the Extra Fields dropdown, you can select up to do additional fields that should be shown when adding a product (e.g. Client, FNSKU).
For the Quantity element, you can choose the way that quantity for items will be noted, from the Scanning, Keyboard, and Plus and Minus options. One or more options can be selected.
If you select all options, users can enter quantity by scanning the product, manually typing the number, or using the plus and minus buttons on the screen.
All options that are not chosen will be non-functional.
Click Save and Next to move to the optional steps.
Optional Steps - More Actions (3-Dot) Index
Optional Steps - More Actions (3-Dot) Index
In this section, you can configure more actions that can be available to users. Currently, adding the Report Damage function is possible from the More Actions (3-Dot) Index.
If you wish to remove the Report Damaged option from users, click the Select the Actions to Use dropdown and deselect Report As Damaged.
Click Save and Go Next to move to the next optional screen.
Optional Steps - Report as Damaged
Optional Steps - Report as Damaged
In this section, you can set whether adding a photo is required for setting a damage reason, the default value for damage reasons, and the suggested location for damaged products.
For the Add Photo element, you can require or hide this element. To require that users add a photo when marking an item as damaged. toggle Mandatory to Yes.
If you prefer to Hide this element, set Hide to Yes.
Mandatory cannot be set to Yes if you set Hide to Yes.
For the Damage Reason element, use the Set Default Value to set a default damage reason for damaged products. To disallow changes to this default value, set Do not allow change? to Yes.
For the Damage Location element, use the Set Default Value search field to add a default quarantine location for damaged products. To disallow changes to this default location, set Do not allow change? to Yes.
Click Save and Finish to finalize your configuration. You will be able to view and make further edits to your screen configuration from the Receiving Screen Configuration List.
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