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How to Use the Items by Condition Report

 

The Items by Condition Report is an inventory report that provides an overview of all product in inventory, categorized by Acceptability Flags and Conditions. Essential metrics are included, such as total quantities, percentages, total replacement costs, and total potential CO2e savings.

The Acceptability Flags are:

  • Acceptable.
  • Service Required.
  • Non-Acceptable.

The initial view is graphical. You can also view information in a table format and export the data to a CSV file.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have access to My Dashboard screen.
  • You have access to the Items by Condition Report.
  • There is product in inventory.
  • The correct Customer is selected from the Customer selection list.

This post outlines how to navigate and use the Items by Condition Report.

 

1. To access the Items by Condition Report, from the header, click My Dashboard.

 

The My Dashboard screen displays with all dashboards you have access to.

 

2. Locate the Items by Condition Report.

 

3. To see the tooltip metrics in the Items by Condition Report, hover over the graph or click the section in the Chart to highlight it.

 

There are different views available on the graph.

Observe the toggle views:

  • % – Percentage distribution, based on Quantity. Identifies the percentage of the quantity of an Acceptability Flag or Condition against all products on hand.
  • Qty – Units of product. Identifies the quantity of products for each Acceptability Flag or Condition.
  • $ – Replacement cost. Identifies the total replacement cost of all units of product, per Acceptability Flag or Condition, based on the Standard Default Purchase Price for each Standard.
  • CO2 – The potential CO2e footprint savings if all items are redeployed from inventory, for an Acceptability Flag or Condition.

 

4. For more details about product in a specific Acceptability Flag or Condition, click the circle icon beside the Flag or Condition.

 

The graph updates to show a breakdown of the selected Acceptability Flag or Condition by Building.

 

5. To filter the results, click the Filter icon and select the filter category as desired.

 

Filter Categories include:

  • Filter By Building – Select the specific Building you would like to see the product in.
  • Filter By Building Type – Select the type of Building you would like to see product in. Building Type organizes buildings with similar functions. For example, warehouses may be grouped under one Building Type, onsite buildings as a second Building Type and client-owned warehouses as a third building type.
  • Filter By Manufacturer – Select the specific Manufacturer you would like to see products for.
  • Filter By Standard Class – Select the specific category you would like to see products for. (Examples of Standard Classes may include Chairs, Storage and Accessories).
  • Filter By State – Select the State a Building is in to filter the results by State. State is a field that can be entered for each Building in SnapTracker.

 

6. Select the checkbox(es) for the desired filter options and click Apply Filter.

To close the pop-up, click Cancel or X.

 

The graph updates to show the results based on the selected filter.

To clear filters, click the X on top of the filter icon.

 

7. To export the report data as a CSV file, go to the desired report level in Chart view and click the ellipses icon.

Click Export as CSV.

Note: To export the report in the Table view, click the download icon.

 

8. In the Export as CSV pop-up, select the checkbox(es) for categories to export and click Export.

Note: If you are on the secondary level of the report, you can decide to export the Standard Details and the subsequent Item Level Details by clicking the Include Standard Detail toggle to ON.

 

9. To navigate back to the previous report level (if available), click the arrow icon beside the title.

 

10. To view the Table View of the report, click the Table icon.

Note: The Table icon is available at all levels of the report. The results displayed vary based on the level you are at when you click the icon.

 

The Table View of the report displays.

 

Observe the top level of the Items by Condition report in the Table View:

  • Condition – The Acceptability Flag or Condition.
  • Est. CO2e – The potential CO2e footprint savings if all items are redeployed from inventory, for an Acceptability Flag or Condition.
  • Total Qty – The Quantity of all items on hand (based on your user settings).
  • Total Repl. Cost – Total Replacement Cost of all items on hand, based on the Standard Default Purchase Price for each Standard.

 

11. To hide the Conditions within each Acceptability Flag, click the All Data toggle.

Note: The All Data toggle controls whether Acceptability Flags and Conditions display on the screen, or only Acceptability Flags.

 

12. To view additional details for a specific Acceptability Flag, click the row for an Acceptability Flag.

 

The selected Acceptability Flag by Buildings display.

 

Observe the secondary level of information in the Items by Condition Report:

  • Building – The unique Building ID.
  • Location – The Building, the city, and the state the building is in.
  • Est. CO2e – The potential CO2e footprint savings if all items are redeployed from inventory, for a Building.
  • Total Qty – The Quantity of all items on hand (based on your user settings).
  • Total Repl. Cost – Total Replacement Cost of all items on hand, based on the Standard Default Purchase Price for each Standard.

 

13. To view additional details for a specific Building associated with the Acceptability Flag, click the + icon.

 

The list of available Conditions associated with the Acceptability Flag within the Building displays.

 

14. To view the Standard Details information, click the row of a Condition.

 

The row expands to show a list of Standards.

 

Observe the Standard Details table information:

  • Standard – The unique Standard identifier.
  • Description – The Standard Description.
  • Model No – The Standard’s Model Number.
  • Manufacturer – The manufacturer of the product.
  • Standard Class – The Standard Class of the product.
  • Catalog ID – The Catalog ID containing the Standard. Catalog ID is the Manufacturer’s prefix for their different product lines or catalogs.
  • CLR Finish – The color finish of the Standard.
  • List Price – The list price of the Standard.
  • Repl. Cost – The default purchase price or replacement cost of the Standard.
  • Total Qty – The total quantity on hand of the Standard.
  • Total Repl. Cost – The total Replacement Cost of all units, based on the Standard Default Purchase Price for each Standard.
  • CO2e Savings – The potential CO2e footprint savings if all items are delivered from inventory, for a Standard.

 

15. To view additional details related to a Standard, including a larger image, click a hyperlinked Standard.

The Quick View side panel displays.

 

16. In addition to seeing larger images, different views and other details of the product from the Quick View side panel, you have the ability to add product to a cart (based on user settings).

To add the selected product to a cart, modify the quantity if desired and click Add to Cart.

Note: Depending on how a Customer is set up, the allocation of product based on Condition may be available. If this is an option, you must click the Select Condition function to specify the product by Condition.

 

17. To close the Quick View side panel, click X.