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.

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.

Add Items to Container - Manual

To select and manually add items to a container:

1. Click the Containers menu item. 
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. 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. 
   
   
   
5. As you add items to the Container, the Contents will grow.
6. Assembly parts can be expanded and contracted by clicking the expander icon .
   
   
   
7. To Remove Items from the Contents of a Container, either:
   1. Click the Remove button to remove an individual item
   2. Click the Empty Container button to remove all items from the container.
8. 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:
   
   
   
   
9. 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.

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.
   
   

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)