The Warehouse Operations view is where your warehouse manager can look into the future and determine if they have everything they need to fulfill and satisfy orders.
See a clear timeline view of what you need to tackle as a warehouse manager.
Step 1
Click on "inventory" in the top main navigation bar and select "warehouse operations"
Step 2
Click the filter option (icon on the top left) to narrow down to a specific type of order. Color codes are described below:
Red: Show Shortages Only "I have not satisfied everything"
Blue: Show Items Resolved but Not Confirmed "I have everything in process"
Green: Show Confirmed Only "I'm good, all is confirmed"
Step 3
Customize your workspace & personal view so you only see what you need to see.
Click zoom in or zoom out to broaden or narrow the timeframe view depending on how far into the future you're preparing for.
Hover over the event to view the event dates, duration, and status of orders.
Step 4
Click on the order that you would like to work on to bring up the order summary.
Step 5
There are three actions you can take from the Order Summary to resolve an order: Sub-rent, substitute with another piece of gear, or take it from another order.
Sub-rent from another renter
Check off the items in bulk and click sub-rent to bring up the sub-rental modal.
Create a PO #, select a vendor, and choose the other details (dates and shipping)
This does not create a formal PO but it does create a PO in the LASSO system that showcases the fact that you need to get these from another vendor
Substitute/replace with another piece of equipment
Click actions (three dots)
Find the item you want to substitute it with
Take it from another event/order
Click on "Take it from another order" to view all orders
All orders will display that are using this piece of gear in that same time frame/window of 'prep start > return'
You can make a decision based on revenue/pricing
Choose which event you want to take the item from
Step 6
Now, click on "purchase orders" at top of page to view items that will need to be sub-rented. View which ones I've started, sent, and confirmed by status.
Warehouse operators, finance teams, accountants will want to see this view.
Click on the PO # to view and edit your Purchase Order (e.g., change pricing).
