eTraker Web Portal User Manual
Contents
1. SYSTEMS eTraker Web Portal Manual Traker Systems 4 15 2009 ETRAKER WEB PORTAL USER MANUAL Table of Contents OVERVIEW eer ee ee ee eee 3 Cig eee ee en rn 4 AVAILABLE MODULES c cccsecesscscececscscscscsserscscsesececececscacacavsvevsvsvsusesesececacavavacacacacavavavavevevavssesacacacavavavavevene 5 SELECTING AN OWNER OF INVENTORY ccccccccsceccececcecsescscsesesesesecececscavavsvsvsvsvscsesessevevsesesesacacacavavavavavansen 6 7 SORTING DATA cccsececscecsccscsvevsvsvsesesececcessesecscscacacavavavevevsvsusesecacacacavavavavavacavavavevavsvscsesesesesavavavavevevevsvanseseeaeen 8 Fn oY nn a ve 9 NANCE N 10 GROUPING DATA Q cccsecesssssesecscscscscscscsesucsssscucscacacacavavavavevevssesesscecacacacacavavacecavavavavavavsvsvsvsnsasacacacacavavavavevees 15 SUMMARIZING DATA eee enn ee eo eee eee ee 17 DY E ee er eee ee eee 18 ORDER MODULE c ececesecesesecsescsesesesecececscscececscacacacavavavevevscssesececscacacacavavevacacavavavavavevsvsvsnsesesacacavavavavavavevees 19 ETRAKER WEB PORTAL USER MANUAL OVERVIEW This document has been provided to get you started with the eTraker Web Portal We will cover the basic functions of the modules The eTraker Web Portal is designed to work best with a broadband Internet connection The following browsers have been tested running the portal e Internet Explorer 6 7 and 8 Firefox 3 or Higher2. Safari 4 or Higher Google Chrome e Opera 9 or Higher Internet Explorer or Firefox is recommended Also note that if you attempt to use a version of Internet Explorer prior to version 6 you will have display and functionality problems ETRAKER WEB PORTAL USER MANUAL LOGGING ON When entering the eTraker Web Portal you will be presented with the home page which includes the ability to login to the portal Please Login User Name gt __ ETRAKER WEB PORTAL Password Velcome to the eTraker Web F This site is for demonstration purposes only The eTraker Web Portal allows your users to view the status of their inventory work with you efficiently Optionally your customers can place orders for inve need for fax or email orders that must be keyed in manually by your employe by your customers Remember Login Forgot Password Current eTraker customers will notice greater flexibility in that you may now c are now available Your users can now export data to a comma delimited file document To Login enter your user name and password Passwords are case sensitive If you would like the site to remember your password check the Remember Login checkbox If you do this when you leave the site simply close the browser Clicking the Logout link disables the Remember Login feature If you forget your password click the Forgot Password link You will be taken to a page asking f
3. CAN CRUSHED TOMATOES 173 000 0 o LOTPASTE 10 CAN TOMATOE PASTE 253 000 0 20 GREEN CHILI 50 000 b SoBB 505 SACK BLACK BEANS 299 000 lo soks 50 SACK RED KIDNEY BEANS 314 000 b SoPB 50 SACK PINTO BEANS 335 000 o von 5 GALLON VEGETABLE OIL 1036 000 Click Here to Add Selected Items to Your Order Like other modules the grid is paged this example doesn t have enough items to show the paging however and you can filter sort and group to find the product you need Enter the quantities you need on the product provided and click one of the Click Here to Add Selected Items to Your Order buttons The items will be added to your order In this example am going to order 5 of every item shown Note that you can type a number into any of the boxes in each line but if you click on any of the boxes you can use the up and down arrow keys to increase or decrease the quantities EE ETRAKER WEB PORTAL USER MANUAL When click one of the Click Here buttons am notified that the items are added to the order Also notice that the Checkout button enables ORDER Owner of Inventory ALARM Alarm Chili Company Current Filter None Current Grouping Hone Click Here to Add selected Items to Your Order lo 10 RED CHILI 865 000 0 10CTOM 10 CAN CRUSHED TOMATOES 173 000 0 10TPASTE 10 CAN TOMATOE PASTE 253 000 12 GREEN CHILI 50 000 0 150
4. MULTIPLE FIELD SORTING You can also sort by multiple fields Simply click on the first field you want to sort by then the next then the next etc This allows you to sort the data based on your needs Keep in mind to easily remove multiple field sorting click the Clear Sorting button that was provided which will return the grid to the natural order The header of the sorted columns will display an up arrow or down arrow depending how you set the sort Here is an example Note There is a very small number of fields that cannot be sorted pictures for example ETRAKER WEB PORTAL USER MANUAL DATA VIEWS The company providing you access to the portal can customize a view to fit your need in any of the modules These views are available via the View pulldown menu The company providing you access can also set what views are displayed by default for your logon Simply click the View Menu select the view you would like to see and click Select Change the layout of the data with a pre defined view Select View Inventory Available 6 Inventory Available with Pictures gt Inventory Quantities Inventory with Tracking Es C i iC aU Note however that if you change the view from your default that view is only maintained while you are in the module If you leave the module and return you will be returned to your default view ETRAKER WEB PORTAL USER MANUAL FILTERING DATA Often times
5. Not Equal Greater Than Less Than Greater Than or Equal To Less Than or Equal To Starts With Filter Criteria Use a Pipe for between and not between filters Owner of Inventory ALARM Alarm Chili Company Filter your data up to five levels to narrow your search And Or _ Filter Field tem Number Description Filter Condition Equal To Greater Than Less Than Greater Than or Equal To Less Than or Equal To Starts With Filter Criteria 56789 se Use a Pipe for between and not between filters Current Filter Item Number Equal To 12345 Or Item Number Equal To 56789 Current Grouping None Current Summary None ETRAKER WEB PORTAL USER MANUAL FILTERING BETWEEN Two filtering functions allow you specify two values Between will return data between two values and Not Between will return data that is not between two values This filter works for both character data and numeric data To specify two values for a between or not between filter use the pipe character EXAMPLE 3 want a list of all items between Item Number 12345 and Item 56789 You could accomplish this by using two filters The first filter using the Greater than filter and the second using the Less than filter However you can also accomplish this filter using the between filter Filter your data up to five levels to narrow your search A
6. 00 10 000 ACME BLDG GREEN CHILI 1075 3088 305 SACK BLACK BEANS 1031 18 000 ACME BLOG 918 00 50 SACK BLACK BEANS 1039 75 000 ACME BLDG 3825 00 50 SACK BLACK BEANS 1049 73 000 ACME BLDG 3723 00 50 SACK BLACK BEANS 1060 53 000 ACME BLDG 2703 00 50 SACK BLACK BEANS 1069 80 000 ACME BLDG 4080 00 505 SACK RED KIDNEY BEANS 1032 28 000 ACME BLDG 1428 00 50 SACK RED KIDNEY BEANS 1040 80 000 ACME BLDG 4080 00 50 SACK RED KIDNEY BEANS 1050 73 000 ACME BLDG 3723 00 50 SACK RED KIDNEY BEANS 1061 53 000 ACME BLDG 2703 00 50 SACK RED KIDNEY BEANS 1070 80 000 ACME BLDG 4080 00 50 SACK PINTO BEANS 1033 35 000 ACME BLDG 1785 00 504 SACK PINTO BEANS 1041 80 000 ACME BLDG 4080 00 50 SACK PINTO BEANS 1051 80 000 ACME BLDG 4080 00 505 SACK PINTO BEANS 1062 60 000 ACME BLDG 3060 00 50 SACK PINTO BEANS 1071 80 000 ACME BLDG 4080 00 20 GREEN CHILI 1004 0 000 ACME BLDG A 5500 00 20 GREEN CHILI 1045 10 000 ACME BLDG A 5500 00 20 GREEN CHILI 1055 10 000 ACME BLDG A 5500 00 20 GREEN CHILI 1065 10 000 ACME BLDG A 5500 00 K lt BE gt Page 1 1 of 2 6 Page size 20 Ghange Notice the group line It shoes the Aisle and how many lines appear for t
7. Than or Equal To Less Than or Equal To Starts With Filter Criteria 12345 Clear Use a Pipe 1 for between and not between filters ETRAKER WEB PORTAL USER MANUAL Once have set my first filter can then set the second filter to get what am looking for Filter your data up to five levels to narrow your search And Or Filter Field s Available Filter Condition Not Equal To SCEA Greater Than or Equal To Less Than or Equal To Between Filter Criteria 100 Use a Pipe for between and not between filters Notice the And Or is available and selected and When click Set now have the filter was looking for In addition to the data the module will also let you know what filter you have set Owner of Inventory ALARM Alarm Chili Company X Current Filter Item Number Equal To 12345 And Available Greater Than 4100 Current Grouping None Current Summary None ETRAKER WEB PORTAL USER MANUAL EXAMPLE 2 want to see a list of All Inventory for two different Item numbers The Item Numbers are 12345 and 56789 To accomplish this again need to set two filters but this time will need to use the or constructor My filter would be Filter for Item Number equals 12345 or Item Number equals 56789 Filter your data up to five levels to narrow your search And or j Filter Field tem Number Description Filter Condition
8. VEGETABLE OIL The next section allows you to enter general information regarding your order PO a suggested shipping date along with carrier and shipper number free fields for additional information and finally payment type are available Shipping Date Estimated 4 23 2009 Carrier Number P E Shipper Number Payment Type PREPAID ES ETRAKER WEB PORTAL USER MANUAL The next section allows you to select a carrier to ship with and the destination for your shipment Carrier Select Corien E gt Destination Destination Details Below Name Contact Select a Consignee Country Address Phone Fax State Zip x The carrier list is limited to which carriers you have been authorized to select Consignees or Destinations are also limited to the list you are authorized to select with one exception First of all when selecting a destination the destinations entire address is displayed to help you select the correct destination Destination Shipping Address A TEMECULA CA 92590 USA Phone 909 555 1111 Fax 909 555 1112 Email ALARM CHILI COMPANY ALARM a MIKE PEPPERCINI tis 1234 MAIN STREET ANYTOWN CA 92590 USA Phone 909 555 1212 Fax 909 555 1213 Secondly for customers that need to enter addresses that are not in the portal s database you can be authorized to type in a manual address This is helpful if you often shi
9. you need to find specific information Filtering allows you to find specific data whether it is in the inbound module the inventory module or the order module Click on the Filter pulldown menu to set your filters You can set up to five filters Filter your data up to five levels to narrow your search Filter Field item Number Filter Criteria Clear Use a Pipe for between and not between filters Select the Filter Field This is the field or column you want to filter on Select the Filter Condition Based on the field these are the condition you are testing for Enter what you are searching for in Filter Criteria Click Set to set your filter ETRAKER WEB PORTAL USER MANUAL If you want to set additional filters the And OR radio box will enable This will allow you to control how the filter is executed EXAMPLE 1 In the Inventory Module want to see all the Inventory for Item Number 12345 but only want to see lines where the quantity is greater than 100 So my filter would be Filter for Item Number Equals 12345 and the quantity is greater than 100 will set my first filter This would be the filter for the Item Number It would look like this Filter your data up to five levels to narrow your search 0 Ana Filter Field tem Number Description Filter Condition Not Equal To Greater Than Less Than Greater
10. 6 5 40 RED CHILI 1046 3 10 3 6 10 RED CHILI 1053 100 10 100 7 40 RED CHILI 1053 14 0 14 8 40 RED CHILI 1056 13 o 13 9 10 RED CHILI 1064 100 100 19 0 RED CHILI 1064 10 40 10 11 10 RED CHILI 1066 200 10 200 12 0 RED CHILI 1066 iit 10 13 Microsoft formats require Microsoft Office 2003 or higher Acrobat Reader version 6 or higher is required for PDFs To export once you have the data you want click the Export pulldown select the format you want to export and click the Export button Note Some fields such as images will be ignored on export ETRAKER WEB PORTAL USER MANUAL ORDER MODULE If you are given ordering rights the following information will take you step by step on how to place an order Once in the order module you will be presented with a list of products you are authorized to order It is possible to order by item as well as by item and lot You can order either way or you may only be allowed to order in one manner depending on the rights you are given Also it is possible to order products that currently are not available again if you are given the right to do so The example below will demonstrate placing an order ordering by item EXAMPLE ORDER Owner of Inventory ALARM Alarm Chili Company _ Sort Owners by Name Current Filter Hone Current Grouping None heckoul Order By Item Order By Lot Item Number Description lo 10cTom 10
11. 88 50 SACK BLACK BEANS 299 000 b SoKe 50 SACK RED KIDNEY BEANS 314 000 b SoPB 50 SACK PINTO BEANS 335 000 5 GALLON VEGETABLE OIL 1036 000 You can now change pages or filter for other items and you can even leave to go another module and return later to finish your order HOWEVER if you leave the portal completely your order will be lost In this example have ordered everything want to order so will now click on Checkout You will be presented with a popup to finish your order There are several parts to this window ETRAKER WEB PORTAL USER MANUAL The top of the window contains the window title along with the owner of inventory being ordered against There is also a Continue Ordering button that will close the screen and allow you to continue ordering The grid contains the items you have selected for your order to review You can adjust the quantities by simply changing the quantity of a line and clicking its corresponding Update button To remove an item enter 0 in the quantity field and click it s corresponding Update button Order Checkout Required Fields ALARM Alarm Chili Company Clear Sorting item Number Description Lot Number Extent 10 L0CTOM 10TPASTE 20 RED CHILI 105 CAN CRUSHED TOMATOES 105 CAN TOMATOE PASTE GREEN CHILI 505 SACK BLACK BEANS 50 SACK RED KIDNEY BEANS 505 SACK PINTO BEANS 5 GALLON
12. N A N A N A N A 31080 00 0 00 31080 00 K lt 1 gt M Page 1 of 1 6 Page size 8 Change Notice the fields with N A These are fields that would contain different values for example multiple lots for each item Otherwise quantity and weight values are totaled for each item To clear a summary select the Summary pulldown and click Clear TER ETRAKER WEB PORTAL USER MANUAL EXPORTING DATA For those of you who have used Traker Systems legacy eTraker website there were limited reporting options regarding the data available in that portal In this portal however reports have been replaced by an export feature Any data being displayed in any of the modules excluding the order and sales order modules can be exported The export format is based on the view being used and the data exported depends on the sorting filtering grouping and or summaries applied to the data The export types available are Comma Delimited CSV e Formatted Microsoft Excel e Microsoft Excel e Microsoft Word e Acrobat Reader PDF The most popular and most useful format appears to be Formatted Microsoft Excel Once exported in this format the data can be manipulated further to obtain the results you are looking for Here is an example of what it looks like Gp InventoryExport 2 ds 4 E F G 2 RED CHILI fi 10 81 3 40 RED CHILI 1043 46 10 46 4 Mo RED CHILI 046 186 18
13. TORY In some cases you may have the ability to select from more than one owner of inventory If that is the case you can select the owner of inventory using the pulldown from any of the modules INVENTORY MODULE Sort Owners by Name Current Summary None lt 2 gt gt Page 1 of 2 6 Page size 8 Ghange Item 1 to 8 of 8 Once selected the owner of inventory you select will be maintained as you move from module to module Please note that when placing orders Once you have selected one or more items from one owner you cannot switch to another owner and add items to the order Owners of inventory cannot be mixed on an order ETRAKER WEB PORTAL USER MANUAL VIEWING DATA When looking at data the grid contains a pager to move you through the data By default each page is 20 records long however you can increase or decrease that value Please note that if you increase that number too much you could impact the speed at which the data loads into your browser We recommend that you do not exceed 50 K lt 1 23 gt X B Pace l1 of 3 Go Page size 20 Change Item 1 to 20 of 59 Item Numbe Descriptor Lot Extent ila Locator Aisle Bay Rac Gross Tare wet Hold On Hand The pager is available on both the top and bottom of the grid Each part of the pager is labeled above and here are descriptions of its parts A Page Selection e The pager will show the current 10 pa
14. ges clicking on any of them will take you to that page There are also arrows for moving to the previous and next page as well as first page and last page When there are more than 10 pages there will be three dots indicating to move to the previous or next 10 pages Here is an example lt ve 11 12 13 14 15 16 17 18 19 20 gt gt B Goto a Specific Page e This section allows you to jump to a specific page number Enter the page number you want to see then click Go This is helpful if you have many pages of data C Page Size This setting alters how many records of data are displayed on a page The default is 20 You can change this to any number from 1 to the maximum number of records Just keep in mind that the higher the number you choose the slower the page will load Also if you choose an extremely high number your session will timeout before you ever see the data D Item Information e This section tells you what items are being displayed and the total number of items in the list ETRAKER WEB PORTAL USER MANUAL SORTING DATA All grids appear in their natural sort order Each module has its own natural order This however can be changed to fit your needs Simply click on the header of the field you want to sort by Clicking once sets the grid in ascending order of the header you clicked Clicking twice sets the grid in descending order of the header you clicked A third click removes the sort
15. hat aisle There is also an arrow to the left allowing you to collapse the group Also notice the last group in the screenshot above The group continues on the next page and the group line lets you know that You can set up to three groups You can clear groups by clicking the Group pulldown and clicking Clear ne ETRAKER WEB PORTAL USER MANUAL SUMMARIZING DATA Let s say you are looking at your inventory and you want to see the total quantities of each item You can do this by setting a summary on your data EXAMIPLE want to summarize inventory by Item Number Select the Summary pulldown menu select Item Number and click Set Summarize your data based on a specific column of data Summary Field tem Number 10 RED CHILI N A N A 865 000 N A N A N A 34670 00 1450 00 33220 00 10CTOM 105 CAN CRUSHED TOMATOES N A N A 173 000 N A NWA N A N A 8106 00 386 00 7720 00 10TPASTE 105 CAN TOMATOE PASTE N A 253 000 N A N A N A 12306 00 586 00 11720 00 20 GREEN CHILI N A 50 000 N A N A N A 33000 00 3000 00 30000 00 5066 50 SACK BLACK BEANS N A 299 000 N A N A N A 15249 00 299 00 14950 00 S0KB 505 SACK RED KIDNEY BEANS N A N A 314 000 N A N A N A N A 16014 00 314 00 15700 00 50PB 505 SACK PINTO BEANS N A N A 335 000 N A N A N A W A 17085 00 335 00 16750 00 VOIL 5 GALLON VEGETABLE OIL N A N A 1036 000
16. nd 9 Filter Field tem Number Description Current Grouping None Current Summary None Filter Condition Contains Does Not Contain Between Not Between Is Empty 15 Not Empty _ Filter Criteria 12345 56789 Set m Use a Pipe for between and not between filters To clear any filters from the filter menu lick Clear Owner of Inventory ALARM Alarm Chili Company Current Filter Item Number Between 12345 AND 56789 p ETRAKER WEB PORTAL USER MANUAL GROUPING DATA There may be times when you would like to group like data together The Inbound Outbound and Invoice Module group data by default which you can clear But there may be other groupings you need to look at EXAMPLE want to look at all of the Inventory for my owner of inventory have multiple aisles in the warehouse want to see what products are stored in each aisle Using the Grouping pulldown menu will select the Group Field Aisle and click set Group your data together up to three levels Group Field item Number Description l Sort Descending If wanted to see the Aisles in descending order would check the Sort Descending checkbox before clicking set The results of the grouping are on the next page ETRAKER WEB PORTAL USER MANUAL Mee tt Sm Seem ee K lt 2 2 gt Page 1 of 2 6 Page size 20 Ghange 5500
17. or your username and to enter a security code If the user exists and the code is entered correctly an email reminder will be sent to the address attached with that username RETRIEVE PASSWORD You can request your password by providing your User Name and the password will be sent to the email address you provided during registration If this portal supports it you can optionally request your password by providing this email address In this case you do not need to provide the username You may also be asked to provide the answer to the question you provided on registration User Name Security Code TPShYE Enter the code shown above in the box below m Send Password Ce ETRAKER WEB PORTAL USER MANUAL AVAILABLE MODULES Here is a list of modules available in the system What modules are available to you depend on the rights you are given and the Inventory Control version supporting the portal INVENTORY MODULE View your current Inventory levels INBOUND MODULE o View your Inbound Receipts e OUTBOUND MODULE o View your Outbound Shipments INVOICE MODULE o View your Invoices listings only BOL s cannot be generated e PRODUCT MODULE o View your Item list e ORDER MODULE o Place Outbound Shipment Orders Warehouse Version Only e SALES ORDER MODULE o Place Sales Orders Manufacturing amp Distributor Version Only ETRAKER WEB PORTAL USER MANUAL SELECTING AN OWNER OF INVEN
18. p to residential addresses If you are authorized to do this there will be a destination available in the list called ALTERNATE ADDRESS ALTADDR f you select this entry the address fields will become available for you to enter an address ETRAKER WEB PORTAL USER MANUAL The final section is a large text area that allows you to enter in additional information about the order You can enter in up to 32k about 32 000 characters of information regarding your order If you have filled out all required information you can click Continue Ordering to add more items to your order or click the Submit Order button to submit your order for processing Click Submit Order to Process your Order SUBMIT ORDER Continue Ordering When you click Submit Order your order will begin processing Please Wait PROCESSING YOUR ORDER PLEASE WAIT
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