eFactoryPro Wiki

2.23 Customizing Templates for the Logistics Manager

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Steps in the screenshots correspond to the numbers in the headings.

All of the searches/templates in the Logistics Manager are set up exactly the same.  We will walk you through a couple different ones, and then you just follow this pattern to create whichever searches you will use the most.

1. From the Main Menu, go to Inventory > Logistics > Logistics Manager.

One template that will be helpful is the Refill to Targets.  You might use this if you have a hot req that is needs to be released.

2. Click on Refill to Targets in the left hand menu.

3. Enter your ST number in the To Place.

4. Enter the desired location in the Location field.

5. Click on the green template button.

6. Choose Save As.

7. Enter your title.

8. Don't Make Public.

9. Click Save.

10. To select, just click on the template button, and choose the saved option from the drop-down.  Click Select and then the Submit button to run.

Finally, you might want to set up a "Transfer" template that already has your place id and location entered, so all you have to enter is the part number, quantity and bin numbers.  It doesn't seem like it would save you a lot of time, but it will.

Anytime you can customize a search or a template to bypass having to enter your ST number each time, it will save you lots of time.

11. Click on Miscellaneous Adjustment under the Logistics Manager Menu.

12. Choose Transfer as the Adjustment Reason.

13. Enter your ST# in the From Place.

14. Enter the Location.

15. Enter your ST# in the To Place.

16. Enter the same location you chose in the From Location in the To Location field.

17. Click on the Template Button.

18. Choose Save As.

19. Enter your title.

20. DON'T MAKE PUBLIC.

21. Click Save.

22. Don't be afraid to create Templates.  As long as you created it, you can delete it.

23. Here is why you do NOT want to make Templates public.

This template has been customized for a specific site, but it is showing on everyone's client.  No one can delete it but the site who created it.  

A video on this topic can be found by clicking the following link:

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