Talk to us

How to Search for a Building

 

Buildings in SnapTracker organize all inventory across your Customers. The Building screen lists all Buildings you operate for clients and your own warehouse facilities. Each Building is associated to an existing Building Type, which categorizes the Building you’ve created. Specific Locations are created within Buildings to record where the product is stored.

The Building screen enables you to manage the Buildings across your site. Buildings are set up once and accessible to all Customers on the site. The Building screen enables you to conduct a search through all existing Buildings to view details and last update dates. You may create, edit, or delete a Building as desired. Note: A Building can only be deleted when it is empty, and no Locations or Location Types exist.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have access to the Setup – Building screen.

This post outlines how to conduct a search for Buildings on your SnapTracker site.

 

1. In the header section, click Setup.

Note: Depending on your browser, you may need to click the View menu items icon to see Setup.

 

2. Click the arrow beside Building Setup, then click Building.

 

Another way to access the Building screen is to navigate to the Setup main screen.

From here, select Building Setup.

 

The Building Setup screen displays.

From here, select Building.

 

The Building screen displays, with all results.

Summary information for the Buildings displays on the screen.

Note: By default, the results display according to the default filters, showing Buildings in ascending order.

 

Observe the fields in the results:

  • All – Select the checkbox of the desired Building(s), or select All, to complete a bulk action.
  • Building – The Building ID.
  • Building Name – The name of the Building.
  • Building Type – The Building Type associated with the Building.
  • Last Update Date – The last date any changes were made to the Building and the User that completed the update.
  • Actions – Available actions for an existing Building. The options are Edit or Delete.

Note: Additional information for each Building is available when you add or edit a Building.

 

3. To sort the results by a particular field, click the hyperlinked column header.

 

The results update and sort by the selected column, in ascending or descending order as indicated by the respective arrow icon.

 

To conduct a search for Buildings, you can search by:

  • Building Type.
  • Building.

 

4. To conduct a search by Building Type, click the Building Type dropdown and select the desired Building Type.

 

5. Click Search.

 

The Building results for the selected Building Type display.

 

6. To conduct a search by Building, in the Building field, enter the desired Building.

 

An auto-populated suggestions list displays.

Note: To quickly clear the input field, click X.

 

7. Click a specific suggested Building, or click Search.

Note: You may also click the magnifying icon in the search field to conduct the search.

 

The updated results display, with your search term highlighted in the matching results.

 

8. To apply additional filters, click the Filters button.

 

The Filters side panel displays.

Note: The image below is split in 2 in order to show all options.

 

Observe the filter options, which are split into 3 sections:

Search:

  • City – Enter the city the Building is in.
  • State – Enter the state the Building is in.

Filter By:

  • In Use Indicator – Select the status of ALL, Yes, or No options for the In Use Indicator.
  • Storage Indicator – Select the status of ALL, Yes, or No options for the Storage Indicator.
  • Transfer To Indicator – Select the status of ALL, Yes, or No options for the Transfer To Indicator.

Last Update:

  • Last Update By – Select one, multiple, or all Users who have made the last update on a Building.
  • Last Update Date – Select the date range for Building’s Last Update Dates.

 

9. Populate the desired filters and click Search.

 

The filtered results display.

 

10. To reset the Filters, click the X icon on the Filters button.

 

11. To reset all filters and any search inputs, click Reset.

 

For more information on how to add, edit, and delete a Building, see “How to Create, Edit, and Delete Buildings.”