We are updating the Warehousing section of the Reachdesk platform to provide a new look to improve the layout, navigating and guidance of this area. This project will come with a number of updates, rolling out throughout the year. Launching with a page restructure, design and updates to tab names, followed by incremental improvements as we move through the year.  

Below, you will find the first release followed by future plans:

First launch:

General Updates:

• Renaming the nav bar drop-down tab from Inventory to Warehousing
• Condensing the menu tabs to just 2:
  • Inventory
  • Stock Shipments
• Within Inventory we now have sub-tabs for the previous menu tabs:
  • Items
  • Ship notices
  • Grouped items
    • Grouped items is the new name for Items collections

• Create items outside of the Ship notice creation flow
  • No longer will you need to enter the Ship Notice creation flow in order to create a new item, allowing you to prepare and plan your items in advance of needing to raise an SN and place an order with your supplier
  • Doing so will create an unassigned item where it will only be connected to a warehouses once added to a Ship Notice, until then it can be found with the new unassigned items filter (more details below)
• Create items and Ship notices from any sub tab
  
  • No matter which sub tab you are in, you can quickly create new items or Ship Notices without having to navigate to a new page

Items tab updates:

• Filter by multiple warehouses
  • The page upon entry defaults to just the warehouses the org has access to
• Filter by In stock and Out of stock
• Show unassigned items only
  • View only the items which you have created without sending to a warehouse
• Sort by newest and oldest item creation dates
• Renamed Global shipping column & filter to Customs ready
• Renamed Quantity Available column to Stock
  • The total quantity stored of an item
  • This is the sum of the warehouses you have filtered by, filter by 1 warehouse to view how much you have in each
• Inbound column
  • This column shows how many items you have in active Ship Notices in transit to the warehouse
  • This is the sum of the warehouses you have filtered by, filter by 1 warehouse to view how much you have in each
• Unit cost column
• Condensed actions button
  
  • Actions are condensed into the 3 dots icon, contains edit, set send limits & delete

Ship notices tab updates:

• Creation date column
• Actions column
• Colored Status chips
• Search bar for SKU name and SN number
• Filters:
  • Warehouse
  • User
  • Status
  • Item / SKU
• Sort by creation date

Grouped items tab updates (Items collections):

• Search bar
• Name
• Item / SKU
• Creation date column
• Sort by creation date

Coming in the future (timelines TBD):

Please note designs and features may change before release

General Updates:

• Save filters as default on all filter drawers

Items: Creation, editing, & management:

• New design & layout
• Improving naming convention
  • Auto-generates SKU name based on certain fields
• Adding special goods category
  • Lithium batteries
  • Perishable items
• Save & duplicate when creating a new item
• Duplicate existing items
• Create & Update items in bulk via CSV
• Allocation
  • Stock visibility across warehouses
  • Stock limits
  • Email alerts
• Send Limits
  • Removing access
  • Add more teams
  • Save & update item

Ship Notices: Creation, editing & guidance:

• New design & layout
• Improvements for tracking number requests
• Quick creation of an item without changing to a different page during Ship Notice creation flow
  • A modal will pop up to create a new item rather than loading a whole different page
• Ship notice confirmation page
  • This will come with more guidance and instructions of what to do next