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How to Use the Suggested Disposal by Condition Report

 

The Suggested Disposal By Condition Report is an inventory report that provides an overview of all products in inventory with a Non-Acceptable Condition, which suggests actions to optimize inventory and reduce storage costs. Essential metrics are included, such as total quantities, percentages, total replacement costs, and total potential CO2e savings.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have access to My Dashboard.
  • You have access to the Suggested Disposal by Condition Report.
  • The Customer has Conditions created that are assigned the Acceptability Flag of non-acceptable.
  • There is product assigned to non-acceptable Conditions.
  • The correct Customer is selected from the Customer selection list.

This post outlines how to navigate and use the Suggested Disposal Report.

 

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

 

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

 

2. Locate the Suggested Disposal by Condition Report.

 

3. To see the tooltip metrics for the Non-Acceptable Conditions in the Suggested Disposal 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 a Condition against all products on hand.
  • Qty – Units of product. Identifies the quantity of products for each Condition.
  • $ – Replacement cost. Identifies the total replacement cost of all units of product, per 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 a Condition.

 

4. For more details about a specific Condition, click the circle icon beside the Condition.

 

The graph updates to show a breakdown of the selected Condition by Standard Class.

 

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 the 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 Suggested Disposal report in the Table View:

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

 

11. To view additional details for a specific Condition, click the row for a Condition.

 

The Standard Classes by the selected Condition display.

 

Observe the secondary level of information in the Suggested Disposal Report:

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

 

12. To view more detailed information, click the row of a Standard Class.

Note: On default load, the first Standard Class auto-expands to show the Standard Details.

 

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 assigned to the Standard. Catalog ID is the Manufacturer’s prefix for their different product lines or catalogs.
  • Condition – The Condition the product is in.
  • Total Qty – The total quantity on hand of the Standard.
  • List Price – The list price 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 redeployed from inventory, for a Standard.

 

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

The Quick View side panel displays.

 

14. 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.

 

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

 

16. To expand the Item Details for a Standard, click the + icon in a Standard Details row.

 

The Item Details – Building information displays.

 

17. To view more details, click the row for a Building.

 

The Item Details – Item information displays.

 

Observe the Item Details:

  • Building – The Building the product is in.
  • Total Qty – The total quantity of product at the Building level.
  • Location – The location of an item, in a Building.
  • Serial No. – The serial number of an item. Note: If it is a Like Item, the Serial No. is the same as the Standard.
  • Last Inventory Date – The last inventory movement date on an item. Note: Like Items inherit the most recent movement date.
  • Qty – The quantity of units at the item level. Note: If it is a Like Item, the Qty may be greater than 1.