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Containers (Admin)

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A Container represents any container used in the shop, for shipping, and in the field. Containers are defined and QR Code labels can be printed and affixed to the container. Parts, Assemblies, and Packages can be added to the container. QR Code can be scanned to update the Tracking status of the container and the items it contains. See the Containers article for more information on how to use the Containers page.

Configure

Containers can either be configured in two ways:

  1. Configure CSV file and then upload it to the Admin > Company > Containers page. See the Upload Containers from a CSV File section.

  2. Configure containers in the Admin > Company > Containers page. See the Define Container section.

Upload Containers from a CSV File

To manage containers in a CSV file:

  1. Go to Admin > Company > Containers.

  2. Click the CSV button. Download the file which will be named Containers - Company Admin(1).csv or something similar.

  3. With the .CSV file open you can see the required comma-delimited column headings:

    1. Name - Required. Special characters can be used. If there is a duplicate name in the .CSV file, the container that is in row 17 will replace a container that is in row 3, for example.

    2. Description - Optional

    3. Container Type - Required and must include one of the following. If the field is blank, it will default to Box in STRATUS.

      1. Area Basket Box Cart Pallet Rack Shelf Shipping Trailer Truck

    4. Length - Optional. If this field is blank, it will display 0” in STRATUS.

    5. Width - Optional. If this field is blank, it will display 0” in STRATUS.

    6. Height - Optional. If this field is blank, it will display 0” in STRATUS.

  4. With these column headings, you can add or edit containers given the requirements above.

  5. Once your comma-delimited .CSV container file is saved, on the Admin > Company > Containers page, click the Import CSV button. The Import Containers dialog will display.

  6. Browser to locate the .CSV file and then click Open. The Upload Containers CSV File dialog will display.

  7. Once the file has uploaded, click the Close button.

  8. The Import Containers dialog will display. Click Upload. To replace everything on the containers page click the Import button.

  9. The file will process and will display the Import was successful message.

  10. The list of CSV containers will display under Admin > Company > Containers.

Define Container

  1. In STRATUS, create a new Container under Admin > Company > Containers.

  2. Click New Container. Below is an example.

    1. Name – This name is printed on container label.

    2. Description – Clarify the container type.

    3. Container Type – Select the container type that best describes the container. Current options include Area, Basket, Box, Cart, Pallet, Rack, Shelf, Shipping, Trailer, or Truck.

    4. Length – Enter the length of the container as feet/inches.

    5. Width – Enter the width of the container as feet/inches.

    6. Height – Enter the Height of the container as feet/inches.

    7. Print Labels – The Print Labels button is used to print the container label after a) the label Report (below) is configured, b) a print Tool is configured (below), and c) the GTP STRATUS Print Workstation software has been installed, opened, and is pointing to a zebra compatible printer.

Configure Container Label Report

A Container Label report defines the size of the label and the report fields that will be printed on the label.

  1. Go to Admin > Company > Reports

  2. Click New Report.

    1. Name – The name for your Container Label report.

    2. Format – ZPL

    3. Item Type – Container

  3. Click Save.

  4. Expand the report to add Report Fields. At a minimum, add the following fields:

    1. STRATUS.Container.Name – The container name was entered above. No additional field columns need to be edited.

    2. STRATUS.Container.QRCode – A QR code will be included. No additional field columns need to be edited.

  5. Edit Label Template

    1. By default, the Label Template includes the report fields STRATUS.Container.Name and STRATUS.Container.QRCode. On the label, this will print the container name and QR code.

    2. If you want to add fields like Company Name or Container ID, then you’ll need to add them to the Label Template and to the Report Fields.

Configure Container Details Report

Use this report item type for a container's bill of contents. By creating a Template, you can choose a specific report format for each type of container. The Container Details Item Type is only available on the Containers page in the Report drop-down. Note: When a Container Details report is run, the order of output is sorted as follows:

  1. Loose parts

  2. Assemblies (don't list child parts)

  3. Packages (do list child assemblies and loose parts)

  4. Containers (repeats the list above)

To configure a Container Details report:

  1. Under Admin > Company > Reports, create a new report where Item Type is Container Details, Format is PDF, and Template can either be empty, in which case the STRATUS default Containers template will be used, or, you can configure your own template.

  2. Under the report's Report Fields, add all the available Report Fields to the report. You can remove fields later.

  3. To run the report, go to the Containers page and open a container that includes one or more parts, assemblies, or packages. The report will be available in the Report drop-down.

  4. Once the report is selected, click the Print button and the report will generate at the bottom of the page. Below is an example of an out-of-the-box report.

  5. By default, the above report used the default STRATUS Container Details Template. You can configure your own template as needed.

Configure Printer Tool

A printer is a tool that can be configured to receive data from STRATUS. Data that is being sent to a printer is controlled by a Label Template. You can configure multiple Printer Tools that target the same printer, but each tool may use a different Label Template and include different label fields.

  1. Under Admin > Company > Tools, click the New Tools button.

    1. Name – Enter a printer name. This name will display in the Select Printer Tool dialog when you try to print a container label.

    2. Location – The location of the printer. This required field helps you distinguish which printer tool is being targeted if you have multiple tools.

    3. Type – Select ZPL Printer.

    4. Save. The Label Template will display.

    5. Label Template – Ignore the Edit Label Template button. This label template is not used for container labels. Instead, the Container Label Report label template (above) controls the data printed on the Container label.

Print Container Label

A Container Label can also be printed from the Containers page.

  1. Open the GTP STRATUS Print Workstation and check that it is pointing to the correct company, tool, and label printer. Download the GTP STRATUS Print Workstation if it’s not already installed.

  2. Under Admin > Company > Containers click the Print Labels button for any container.

  3. You will be prompted to Select Printer Tool.

    1. Select the tool that will be used to print the labels – This is the Printer Tool configured above.

    2. Select the ZPL Container Report with the desired Label Template – This is the Container Label Report configured above.

  4. Click OK and the label will print. Below are examples of 2 labels for 2 containers.

Configure Part, Assembly, or Package Report

Part, Assembly, or Package reports are targeted for Shop or Field workers to provide them with container information to help locate items.

  1. Create a separate Report (as needed) to include Parts, Assemblies, and Packages.

    1. To include Assemblies in a container report

      1. Report Field - STRATUS.Assembly.Container

      2. Format = CSV

      3. Item Type = Assembly

    2. To includes Parts in a container report:

      1. Report Field - STRATUS.Part.Container

      2. Format = CSV

      3. Item Type = Part

    3. To includes Packages in a container report:

      1. Report Field - STRATUS.Package.Container

      2. Format = CSV

      3. Item Type = Package

  2. Create a Container under Admin > Company > Containers.

  3. Run the report from either the Models or Packages Viewer. Below is an example of a report that includes Assemblies in a Container.

Video

STRATUS 09/10/2020 Implementation Webinar - Containers

00:16 Containers Introduction
00:51 Containers Setup - Admin > Company > Containers
04:15 Containers Module
07:48 Package Viewer > Filters > Containers
10:07 Container Contents Report
11:05 Container within a Container
14:04 Container and Container Children Tracking Statuses
17:01 Scan Module
20:35 How can I ship multi-trade racks?
20:45 Would I setup a job site as a Container?




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