The Container feature provides the ability to select Containers, add items (Parts, Assemblies, Packages, Shop Items, and other Containers) to the Container, and print a Container label or a Container Details report. Once a label or report that includes a QR Code is printed, it can be scanned to display a landing page where Tracking status changes can be made to a container that trickle down to all their contents. See the Containers (Admin) article for more information on how to configure containers.

Permissions

Project Role Permissions under Containers > Assign.

1. Empty Container

   1. Checked - When checked the Empty Container and Remove buttons will display.

      
      
      

   2. Unchecked - When unchecked, the Empty Container and Remove buttons will not display.

      

      
      

2. Delete Tracking Log

   1. Checked - When checked, after using the Empty Container button to empty the container, the following prompt to start a New Tracking Log will display.

      

   2. Unchecked - When unchecked, after using the Empty Container button to empty the container, the New Tracking Log prompt (see above) will not be presented.

Add Items to a Container

The Containers page provides several ways to select and add items to a container:

1. Manual - A container can be manually selected. See the Manually Add Items to Container section for more information.
2. Hand Scanner - Use a hand scanner to scan the container's QR Code. See the Work with Containers Using a Hand Scanner section for more information.
3. Tablet or Phone Camera Scan - Use a Tablet or Phone Camera scanner to scan the container's QR Code. See the Work with Containers Using a Tablet or Phone Camera Scan section for more information.
4. Package Categories > Use Containers - Under Admin > Company > Package Categories, the Use Containers checkbox tells STRATUS whether or not to display the package in Containers. See the Package Categories > Use Containers section for more information.

Add Items to Container - Manual

To select and manually add items to a container:

1. Under Containers > Assign, click the Container drop-down.
2. Select a target container. If the list of containers is long, you can limit the list of Containers by selecting the container type (Area, Basket, etc.) and a list of those container types will display.  
   
   
3. With the container selected the Containers page is ready for you to manually add items to the container.
   
   
   
   
4. Exclude Contained items - Determine whether or not you want to Exclude Contained items which will exclude items from the Manual Selection list if the item is contained in any container. Checking this option is a device-specific setting and will be cleared when the user unchecks the setting or when the browser cache is cleared.

   1. Unchecked (Default) - When Unchecked, the default behavior of adding/removing items to/from the Contents of the container is that packages, assemblies, parts, and containers that have been added to the currently selected container are filtered out of the lists on the left under Manual Selection.

   2. Checked - When checked:

      1. The setting will be saved to the device's local storage.

      2. The Manual Selection drop-down lists will now exclude any items that are included in any Container. In this example, parts of of Package REV-DIM-0001 have been added to Truck B.

      3. Switch to a different Container (Ex. Truck D). Since the Package still includes items that are not yet in a container, the package will still display, but the items that are included in a different container (Ex. Truck B) do not display in the list.

5. To add items like a part, assembly, package, or shop item to the selected container, under the Manual Selection section, identify the Project, Model, Container, and or Item that will be added to the container. 
   
   
   
6. As you add items to the Container, the Contents will grow.
7. Assembly parts can be expanded and contracted by clicking the expander icon .
   
   
   
8. To Remove Items from the Contents of a Container, either:
   1. Click the Remove button to remove an individual item. After all individual items have been removed from the container, the Tracking history will remain. New items can be added to the container.
   2. Click the Empty Container button to remove all items from the container. 
      1. The prompt to remove all items from the container will display.
         
         
         
      2. When OK is clicked, another prompt to start a new Tracking Log for the container will display.
         
         

         1. Cancel - Click Cancel to retain the Tracking entries for historical reference.

         2. OK - Click OK to delete the Tracking entries.
            
            

9. To print the contents of a container, select a configured Container Details report and click the Print button. See the Example: Container Details Report section for more information. A PDF will generate similar to the following:
   
   
   
   
10. You may attempt to add an item that’s already in Container A to Container B. At this time, remove the item from Container A first before adding it to Container B.

Add Items to Container - Hand Scanner

(Video 1:25)

This video demonstrates how to work with containers using a hand scanner.

To select and add items to a container using a hand scanner:

1. To select a container with a Hand Scanner, go to the Containers page.
2. Click the Scan Container QR code using handheld scanner button.
   
   
3. The button will disable indicating the container's QR code is ready for you to scan.
4. Before you scan, make sure the page is active or has focus. You’ll know the Containers page is not active if you scan a container’s QR code and nothing happens. If this happens, just click anywhere on the containers page to give the page focus. 
5. Go ahead and scan the container QR code. Notice that the Scan Success message will display. It will disappear in 2 seconds and you can scan the next item.
   
   
   
   
6. The Container and any existing contents will display.
   
   
   
7. Once a container is selected, you can add a package, assembly, or part to the container.
8. Click the Scan item QR codes to add to container using Handheld scanner button and then scan the QR code.
   
   
   
9. The scanned item will display in the Contents list. Note that the Assembly or Package name is a hyperlink. The Assembly's link goes to the Assemblies Viewer and the Package's link goes to the tab you have set as the default for packages.
   
   
   
10. If you scan an item that has already been scanned, the item will not be added to the container's contents list and you will be prompted to remove the item from the other container.

Add Items to Container - Tablet or Phone Camera Scanner

To select and add items to a container using a tablet or phone camera scanner:

1. Click the Scan Container QR code using camera button.
2. When prompted to access the camera, click Allow.
3. The Scan Container QR Code with Camera or Reader popup dialog will display.
   1. If your device has 2 cameras, you can switch between the cameras.
   2. The camera is ready to scan the QR code.
   3. Position the device’s camera so that the QR code can be read.
4. The device will scan the container label as soon as it can read the QR code. There’s no need to click any button to scan the QR code.
   
   
   As soon as the QR code is read, a Scan Successful popup message will display. This message will display for 2 seconds giving you time to move the scanner away from the current QR code.
5. The Container and any existing contents will display.
   
   
   
6. Once a container is selected, you can add a package, assembly, or part to the container.
7. Click the Scan item QR codes to add to container using Camera button and then scan the QR code.
   1. The correct camera should still be active.
8. Position the device’s camera until the QR code is read.
   
   
   
9. The Scan Successful popup message will display, and the scanned item will display in the Contents list.
   
   
   
10. This message will display for 2 seconds giving you time to move the scanner away from the current QR code.
11. The camera is ready to scan the next QR code.
12. If you scan an item that has already been scanned, the item will not be added to the container's contents list and you will be prompted to remove the item from the other container.

Package Categories > Use Containers

Under Admin > Company > Package Categories, the Use Containers checkbox tells STRATUS whether or not to display the package in Containers > Assign and Containers > Dashboard. See the New Package Category (Basic) article more information.

To configure the Use Containers checkbox:

1. Use Containers - Under Admin > Company > Package Categories:

   1. Unchecked - When the User Containers checkbox is unchecked, packages created with the Package Category will not display in Containers.

   2. Checked (Default) - When the Use Containers setting is checked (default), packages created with the Package Category will display in Containers.

      

      
      

2. The setting is initially used in two places:

   1. Containers Assign Package Display

      1. Use Containers checked - When User Containers is checked and a package is created using the associated package category, the package will display in the Containers > Assign > Package drop-down.

         

         
         

      2. Use Containers unchecked - In the example below, User Containers is unchecked for the Default package category.

         

         
         

      3. As a result, a package created using the Default package category, the package will not display in the Containers > Assign > Package drop-down.

         

         
         

   2. Containers > Dashboard Filter for STRATUS.Container.Package Report Properties

      1. See the Added STRATUS.Container.Package Report Properties section for more information.

      2. When the STRATUS.Container.Package Report Properties are used in a report they can be used to filter Packages.

         

Move Items to a Different Container

Move Items to a Different Container - Manual

To manually move items (part, assembly, package, or container) from one container to another:

1. The Pallet 01 container currently includes Spoo-02.
   
   
   
2. In the Manual Selection section, select the Project, Model, and then, in this case, the Assembly.
   
   
   
3. Click the Add Assembly to Container button. A "Move items" dialog similar to the following will display.
   
   
   
4. Click Move to move the item to the target container. The item will be moved and will display in the container.
   
   
   
5. The item will be removed from the original container.
   
   

Move Items to a Different Container - Scan

To move items (part, assembly, package, or container) from one container to another by using a scanner:

1. The Pallet 01 container currently includes Spool 106.
   
2. To move Spool 106 to Pallet 02, make Pallet 02 active under Containers and click the Scan item QR codes to add to container using handheld scanner button or the Scan item QR codes to add to container using camer button.
   
   
   
3. Scan the Spool 106 QR Code. The item will be moved to the target container and there will not be a prompt.
   
4. Spool 106 is moved to Pallet 02.
   
   
5. Spool 106 is removed from Pallet 01.
   
   

Container Tracking Log Entry

A Container Tracking log entry is made whenever a package, assembly, part, or container is added to or removed from a container and when a container or container contents are moved to another container. This feature provides customers with either a permanent container tracking history or a history that is temporary and can be cleared. Note: The contents of a nested container will not be updated.

Container events (add, remove, empty) are logged in the applicable container, package, assembly, and part’s tracking log, so the history of what happened related to a container is transparent. The Contents column displays the contents of the container at the time of the event. Updates will be visible in the following locations:

1. Container Tracking

   

   
   

2. Package Tracking

   

   
   

3. Assembly Tracking

   

   
   

4. Part Property

   

   
   

5. QR Code Scanned page (Assembly example)

   

Add Container A to Container B (Sub-container)

If a container is included within another container, the sub-container can be managed (Empty Container and Remove Item) as if it were the selected container so that the user does not have to switch between containers.

In the example below, items were added to the Hanger Box container and then the Hanger Box container was added to the Truck D container.

1. Parent Container section

   1. Parent Container - The parent container is the container selected in the Container drop-down.

   2. Empty Container button - Click the Empty Container button associated with Truck D to empty the container of all items.

   3. Remove item button - Click the Remove button to remove individual items from the parent container.

2. Containers sub-section

   1. Sub-container - A sub-container displays after a container is added to the parent container.

   2. Remove sub-container Hanger Box button - Click the Remove sub-container Hanger Box button to remove the Hanger Box sub-container from the Truck D parent container. The container will be removed from Truck D.

   3. Empty Container button - Click the Empty Container button associated with sub-container to empty the sub-container of all items. Note: All items will also be removed from the sub-container when it is selected as the parent container.

   4. Remove item button - Click the Remove button to remove individual items from the sub-container.

      

Scan the Container QR Code

Scan the Container QR Code to review the container's contents and update the Tracking Status.

To scan a container's QR Code:

1. Print a Container Label.
   
   
   
2. Scan the QR Code to display the Container QR Code Scanned landing page where the Contents of the Container can be expanded, emptied, and the status of the container can be updated which changes the status of the packages, assemblies, and parts within the container.
   
   

3. To Add Images or Attachments to a Tracking Status update:

   1. Click the Capture Image or the Add Attachments button to add an image or attachment to the tracking status update.

      

Videos

STRATUS 09/10/2020 Implementation Webinar - Containers 21:55

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?

STRATUS 06-20-19 Implementation Webinar (Containers 27:44)