Frontline Inventory & Help Desk Management

Warehouse - Containers Overview

This article’s intended audience are warehouse managers and district level administrative users.

Containers are created and managed in warehouses for the purpose of storing and transferring untagged assets. They are in rooms and have their own unique identifier and description.

All items within the container share the same status as the container itself (includes “Available”, “Auctioned”, “Disposed”, “In Repair”, and more)


Check out our related video -  Warehouse Containers Overview (4:45) - as you review this topic.

Containers Functionality

Functions Description
Add Record Adds a container to this site.
Show Received When selected, allows a user to search for and view containers marked as received.
Search Fields Located at the top of the "Containers" grid, allows a user to search for a specific product using the "Container Number", "Container Description", "Container Type", "Status", "Location", and "Container Inventory" search fields.
Edit Edit is located on each container's row and is the process by which a warehouse manager may edit the respective container's details.

Action icons are located on each container’s row allowing for further action on each container individually

  • Initialize Container Inventory - the process by which a product is added to the database and assigned to the container (the product being added must be pre-defined in the district catalog).
  • Container Inventory Report - a report showing the inventory assigned to the respective container. This report is in PDF format and focuses on providing the details of Products in the container, as well as the quantity of untagged assets and tag number for any tagged assets. Fields include "Container Number", "Container Name", "Container Type", "Product Number" with barcode, "Product Name", and other product details, as well as the tag numbers and any accessories assigned to the product.
  • Container History Report – a .CSV extract which displays the inventory history of the respective container including “Date”, “Username”, “Action Taken”, “Product Name”, “Qty Adjusted”, “Qty After”, “Inventory Type” and “Tag”.

Containers Details

The "Details" tab displays each container's information as entered by the warehouse manager.

Details Description
Container Number A unique alpha and/or numeric container identifier (up to 13 alpha/numeric characters).
Container Description The name of the container.
Container Type General categories used to label different types of containers within a warehouse (such as: pallet, plastic bin, cardboard box, cargo container, etc...). The container types are defined in the “Container Types” table accessible from the "Management" links within the warehouse site.
Status Indicates the state or condition of the container (all items within the container will also have the same status).
Notes Displays any warehouse created notes.
Received A true or false field indicating if the container has been received by another site due to a warehouse to site transfer.
Room Number An alpha and/or numeric room number which corresponds with the warehouse's floor plan (maximum is 13 alpha/numeric characters).
Weight Displays warehouse entered weight of the container.
Value Displays warehouse entered dollar amount of the container's contents.

Containers Inventory

The "Inventory" tab within the container details (click any container to view) displays the product's inventory count for the site by location.

Details Description
Inventory Type A field displaying "Tagged" or "Untagged" to categorize the products with tags or products only tracked by quantity.
Tag Displays the unique identifier for tagged assets (if the product's "Inventory Type" is "Untagged", then this field remains blank).
Product Number An auto generated field; however, the district level administrative user has the option to enter their own product number.
Product Name Name of the product.
Product Type Description of the different types or groups of hardware products (such as laptop, calculator, printer, cell phone, etc...).
Quantity Displays the number of tags plus the quantity of untagged items within the container.

Action icons are located on each product’s row allowing for further action on each container individually

  • Container-to-Container Transfer - the process by which a warehouse manager transfers assets from this container to another in the warehouse.
  • Edit Quantity – allows the warehouse manager to change the total quantity of this product in the container.
  • Delete – allows the deletion of the product from the container.

Containers Inventory History

The "Inventory History" tab within the container details (click any container to view) displays the container's inventory history log.

Details Description
Date The date of the event shown for this entry in the log.
User Name The name of the user who took the action.
Action Taken Indicates whether inventory was initialized or removed from the container during the event.
Product Name The product which was edited during the event.
Quantity Adjusted Number of assets added or removed.
Quantity After Number of remaining assets after an event.
Inventory Type Indicates whether the inventory was "Tagged" or "Untagged".
Tag Displays the unique identifier for tagged assets (if the product's “Inventory Type” is “Untagged”, then this field will remain blank)