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Knowledge base
Managing Inventory: Web
View Inventory
10
How to view stock of entities?
How to view current stock of an entity by entity or entity tag?
How to view stock filtered by material and material tags?
How to view and export all current abnormal stock?
How to filter and view stock by expiry date?
View all 10
Create & View Transactions
13
What are transactions?
How to create an issue transaction?
How to create a receipt transaction?
How to perform a stock count transaction?
How to perform a discard transaction?
View all 13
View Dashboards
16
How to view and export the overview dashboard?
How to view the Overview dashboard for select materials or group of materials?
How to view Overview dashboard for a specific period?
How to view Overview dashboard for specific entity or entities?
How to use the location map on the dashboard for further analysis?
View all 16
View Reports
23
How to get an overview of inventory trends?
How to export an inventory trends report?
How to view inventory trends of stock counts (stock)?
How to view inventory trends of issues?
How to view inventory trends of receipts?
View all 23
Predict Stock Outs
3
Stock Out Prediction: activity overview & export
Stock Out Prediction: material name & material tag filters
Stock Out Prediction: entity tags
Managing orders: Web
Transfers
7
How to create a transfer order?
How to view and export transfer orders?
How to filter transfer orders by entity and entity tags?
How to filter transfer orders by status?
How to view transfer orders created within a specific date range?
View all 7
Orders
12
How to view and export orders?
How to create a purchase order?
How to filter orders by entity and entity tags?
How to view orders by status?
How to view orders within a specified date?
View all 12
Discrepencies
9
How to view and export order discrepancies?
How to filter order discrepancies by entity and entity tags?
How to view discrepancies by material and material tags?
How to view ordering discrepancies?
How to view shipping discrepancies?
View all 9
Shipments
8
How to view shipments?
How to view shipments for a specific customer?
How to view shipments by a specific vendor?
How to view shipments in a specific status?
How to search shipments by their tracking ID?
View all 8
Demand
8
How to view order demands?
How to view demand created by specific entity or entities?
How to view demand for specific material or group of materials?
How to view order demands by excluding transfer orders?
How to view demand by orders in backordered state?
View all 8
Order Dashboard
2
How to view orders dashboard?
How to filter orders dashboard by day or month?
Reports
5
How to view and export a report for order response time?
How to view an order response time report for a State?
How to view order response time report for a District/County?
How to view order response time report for an entity or a group of entities?
How to view order response time report for a specific period?
Edit an Order
11
How to add/edit a Reference ID of an order?
How to add/edit order tags of an order?
How to get help on updating order quantities & order statuses?
How to view and print order invoices?
How to view the status history of an order?
View all 11
Manage inventory and orders: Mobile
Manage inventory on mobile
8
How to view current stock on mobile?
How to export inventory on mobile?
How to enter a receipt transaction on mobile?
How to enter an issue transaction on mobile?
How to enter a discard transaction on mobile?
View all 8
Manage orders on mobile
9
How to view orders on a mobile?
How to create a new sales order on mobile?
How to create a new purchase order on mobile?
How to confirm an order on mobile?
How to ship an order on mobile?
View all 9
Asset Management
View Dashboard
5
How to view temperature dashboard?
How to view temperature dashboard by location & stores?
How to view temperature dashboard by asset type?
How to view temperature events for a specific period?
How to view assets by specific temperature status?
View Assets
7
How to view status of different assets?
How to view status of assets for an entity?
How to view status of a specific asset by its Serial Number?
How to view status of similar type of assets?
How to view status of assets in a particular relationship status?
View all 7
Setup
Materials
9
How to view materials?
How to view details of a specific material?
How to add or create a new material?
How to edit material?
How to filter materials by material tags?
View all 9
Users
15
How to view users by role?
Create user
How to send a text message to user(s)?
How to export users from the application?
How to search for active and disabled users?
View all 15
Handling Units
4
What are handling units?
How to view handling units?
How to edit handling units?
How to create Handling Units?
Entities
9
How to view all entities?
How to view a specific entity or a group of entities by tag?
How to export entities?
How to create an entity?
How to create entities in bulk?
View all 9
Inventory
3
How to add to or remove inventory (materials from entity)?
How to upload inventory in bulk?
How to add materials to an entity and set min and max thresholds?
Assets
7
What are assets and where to view them?
How to create a new asset?
How to remove asset(s)?
How to export assets?
How to view assets by serial number?
View all 7
Configuration
Capabilities Configuration
4
What are the different user capabilities related configurations?
How to configure user capabilities on the mobile & web application?
How to configure mobile security details?
How to configure frequency of mobile application sync and enable data transmission via SMS?
General Configuration
3
What are the different general configurations available?
How to configure location, time & domain page defaults?
How to configure default support contacts for users in a domain?
Orders Configuration
4
How to configure general order related details?
How to configure order exports?
How to configure order reasons?
How to configure a demand board?
Inventory Configuration
12
What are the different inventory configurations available?
How to configure transaction reasons?
How to configure material status for different transactions?
How to configure permissions between entities?
How to configure transaction data export?
View all 12
Dashboard Configuration
5
How to configure defaults for the abnormal stock report?
How to configure visibility of panels of activity dashboards?
How to configure date of actual transaction dashboard?
How to configure visibility of dashboards to specific users?
How to configure overview dashboard defaults?
Tag Configuration
7
What are the different tag related configurations?
How to configure material tags?
How to configure entity tags?
How to configure order tags?
How to configure user tags?
View all 7
Assets Configuration
3
How to configure a monitoring asset related configuration?
How to configure asset alarm related thresholds?
How to configure sensor specific settings?
Notification configuration
1
How to configure notifications?
Notifications
Notifications
5
What are notifications?
What are the different inventory related notifications?
What are the different order related notifications?
What are the different asset related notifications?
What are the different setup related notifications?
Understanding functions of Logistimo
Inventory Management
1
Learn about inventory management
Dashboards
1
Learn about dashboards
Order Management
1
Learn about order management
Forecasting & Optimization
1
Learn about forecasting & optimization
Asset Management
1
Learn about asset management
Multi-Dimensional Reports
1
Learn about reporting
Metadata Management
1
Learn about metadata management
Real-Time Notification Framework
1
Learn about notification framework
Navigation on the web application
6
What are the steps to login to the application?
How to log out of the application?
How to view user details?
Where can I get support for Logistimo?
How to get help within the application?
View all 6
Manage orders on Fleet: Mobile
Orders
1
How to modify the no. of packages at the time of pick up?
