Dashboard: Tabs and Views

The video below shows the dashboard processes.

Settings

After installing \ on the first launch, you will need to enter your "ConnectIt Service Address" into the screen below. You can also edit the setting before logging in by pressing the settings button on the login screen OR after login by going to the Top Menu, Choose "Edit", then "Settings".

ConnectIt Service Address Section:

The Left prompt needs to contain the IP Address OR Server name for the server where the "Scanco ConnectIt" Service is installed. This is either your Sage server or your SQL server. If you do not know the correct server IP Address, please check with a Scanco Technical Support Representative. 

The Right needs to be set to the port that the Scanco ConnectIt Service is listening on. The port is most likely 50000.

Enable Auto Refresh Section: 

Enabling this option will automatically refresh the data displayed for the Tab + View you have chosen in the dashboard screen. 

The numeric value that is entered into the (minutes) prompt is how you control how often the data on the dashboard automatically refreshes.

Days History prompt: The numeric value that is entered into the "Days History" prompt is how you control how far back into the past the data goes for the "History" views on the dashboard.

Auto Launch Messaging checkbox: Enable this option to have the Messaging application start automatically when you launch the dashboard.

Enable SO Metrics checkbox: Enabling this option will add a button at the top of the dashboard that when pressed shows valuable information about the status of Sales Order processing.

Enable PO Metrics checkbox: Enabling this option will add a button at the top of the dashboard that when pressed shows valuable information about the status of Purchase Order processing.

Disallow update checkbox: Enabling this option will remove the 'Checking for updates' process when you start the Dashboard. Scanco Support will advise you to disable this option if you have an issue that can be resolved by installing an updated version of the dashboard.

Enable MF 100: This option should only be enabled if you own the "Scanco Manufacturing 100" mobile application.

Default Tab: This dropdown allows you to set the default tab that will be displayed when you start the Dashboard. If you use the Dash to print labels, then you may want to default to the "Labels" option.

Save and Close: Do not forget to save when you make changes to the options.

Dashboard Tabs and Views

Each tab will display information. Most of the tabs display information about what the scanner users are doing or have done. Example: The picture below shows the Shipping tab 'In Process' view, which displays all the items that have been collected by all users in the Scanco Invoicing, Shipping, and Directed Shipping applications. Tabs like 'Purchase Orders' show all the open Purchase Orders in your Sage system and the 'Receipts' tab will show all the open Receipts in your Sage system.

PO \ SO Status buttons

The screen below shows the SO Status button has been pressed and 6 different statuses have been displayed. Scanco support can help configure the "Goals" if required.

Filters: at the bottom of the dashboard screen you can add one or multiple filters to display the exact information you need to be displayed. Two remove filters you will need to click on the Red X next to the filter. These filters save on each tab so you can build filters for different tasks and move from tab to tab.

Example: below I have created two filters that will show all records for User 111 and since I set the filter to "OR Sales Order" we also all records for all users for Sales Order 0000001. If you change the filter to "AND Sales Order" the display will only show records for User 111 and Sales Order 0000001.

Charts: The "View" menu at the top of the dashboard has the option to enable charts. If you have the charts enabled you will see the chart at the bottom of the dashboard screen. The chart on the left shows the total amount of items each user has in the process. The chart on the right compares the number of items.

Messaging: The "View" menu at the top of the dashboard has the option to start the 'Messenger' application.

Assign Orders: The "Assign Orders" button at the top of the dashboard will start the 'Order Assignments' application.

[2021-03-01-3:26:01 PM] KRC: