Frontline Inventory & Help Desk Management

Reports Tab

District Preferences allows the customization of Instructional Materials Management to district-specific preferred procedures and policies.

  1.  Navigation:
  2. District View
  3. Tools
  4. Global Tools
  5. District Preferences
  6. "Reports" Tab

Update Class Roster with Barcodes Report

Show ID on the Class Roster with Bar Codes Report (default setting: checked) - Unchecked, this will remove the printed number that otherwise would appear below the ID bar codes for student and teacher.

  1. Click on tools.png Tools, located in the Navigation Bar.
  2. Click on global.png District Preferences, located under "Global Tools” subcategory. This opens the "Preferences” page.
  3. Select the Reports tab.
  4. Select check.png Show ID on the Class Roster with Bar Codes Report.
  5. Click on save.png Save.

Update Pick Ticket Settings

Hide Components on Pick Tickets (default settings: unchecked) - If checked, the component piece(s) will not display on the pick ticket with instructional materials.

  1. Click on tools.png Tools, located in the Navigation Bar.
  2. Click on global.png District Preferences, located under "Global Tools” subcategory. This opens the "Preferences” page.
  3. Select the Reports tab.
  4. Select check.png Hide Components on Pick Tickets.
  5. Click on save.png Save.

Pick Ticket Message (default setting: blank) - Allows a custom message to be created on all pick tickets. This message is limited to 155 characters.

  1. Click on tools.png Tools, located in the Navigation Bar.
  2. Click on global.png District Preferences, located under "Global Tools” subcategory. This opens the "Preferences” page.
  3. Select the Reports tab.
  4. Update the “Pick Ticket Message” box with the desired text.
  5. Click on save.png Save.

Update Forecast Percent Settings

Forecast Percent (default setting: 0) - Allows a percentage to be inserted to increase the eligibility displayed on the “District Analysis of Need Percentage Forecast Report.” This inflated student course enrollment allows the district to plan for projected instructional material requirements for the next school year.

  1. Click on tools.png Tools, located in the Navigation Bar.
  2. Click on global.png District Preferences, located under "Global Tools” subcategory. This opens the "Preferences” page.
  3. Select the Reports tab.
  4. Enter the desired forecast percentage in the “Forecast Percent” field.
  5. Click on save.png Save.