Applications and Component Packages Guide

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Export:

Allows users to export data displayed in the grid.

Details that can be entered when creating a new material are described in the table below.

 

Once created materials can be edited. Details that can be entered during material creation are described in the table above. However, when editing a material the flyout will look different. Details regarding packaging and measurements will not be included. They can instead be found on the material record Packagings tab to be edited.

 

The Material attachments flyout allows users to view and upload files, including images, to associate with a material or one of its packagings. Image files added at the packaging level are used throughout the rest of Footprint to assist users in visually identifying the inventory in the warehouse. For example, pack verification.

Click the Attachments button (paperclip) in the toolbar to open the record's attachments flyout to view and manage files, including images. Basic information about the file is displayed here along with a thumbnail of any image already uploaded.

Depending on the record type, there may be more than one tab to which images can be added. For example, an inbound order record offers an Order tab and a Shipment tab, whereas a material record offers a Material tab and a Packaging tab. Be sure to click the desired tab before clicking the Upload option.

Attachment Details

Name:	The name of the attachment.
Type:	The attachment file Type.
File size:	The attachment file size in pixels.
Description:	The description of the attachment.
Created on:	The date the attachment file was uploaded.
Modified on:	The date the attachment file was modified.

Clicking the Upload button opens a window to locate and select a file to be added. For step-by-step instructions, please visit our Add Attachments tutorial.

Selecting an existing file and clicking the Download option will open a confirmation window and then if confirmed, the file will be downloaded. Selecting an existing file and clicking Delete will open a confirmation window and if confirmed, the file will be deleted.

Before uploading a file to the Packaging tab, first select the Packaging Type of the Material to which the new file will be added.

While each package level can have its own image, the use of this feature is left open to your particular operation. Some warehouses prefer to put an image of the product itself (commonly referred to as an "each"). Other warehouses, particularly those with a robust hierarchy of package levels, will take pictures of each actual packaged unit and match it to the package level in Footprint. This assists in picking and packing when it may be confusing to a user whether an item is an each, case, pack, bundle, etc.

 

The material Inventory tab lists all available instances of the selected material.

The Inventory tab is grouped "By Material" by default. Material inventory can also be grouped "By Pallet" and "By Lot". The information displayed in the Inventory tab will change depending upon the selected grouping.

Selecting a row or multiple rows allows users to Export the selected details to an Excel spreadsheet.

Material Inventory tab details

 

The material Activity tab lists the history of actions taken associated with the material.

Material Activity tab details

ID:	The system generated ID for the material activity.
Warehouse:	The warehouse in which the material activity took place.
Operation code:	The operation code for the material activity.
Status:	The Status of the material activity.
Material:	The lookup code of the material.
Lot:	The lot of the material inventory associated with the activity.
Project:	The material's project.
Serial number:	If applicable, the serial number of the inventory involved in the activity.
Expected:	The expected amount of the material inventory involved in the activity.
Actual:	The actual amount of the material inventory involved in the activity.
Created date:	The date the activity was created and started.
Completed date:	The date the activity was completed.
Actual source pallet:	The pallet inventory starts on for the activity.
Actual target pallet:	The pallet inventory ends on for the activity.
Notes:	Any notes documented during the activity.

 

The Material Packagings tab allows for the Material's Packagings to be setup and edited. Any existing Packagings are listed for review and management.

You can add as many levels of Packaging as are needed.

If more levels of packaging are needed, add a new row, and then in the Sub-packaging field, select the packaging that would go inside the new packaging. In the Sub-packaging quantity field, enter the amount of smaller packages that fit inside the new packaging level. Continue this way for as many levels as are needed.

Material Packagings Tab Details

Packaging:	The packaging detailed in the row.
Sub-packaging:	If there is a level of packaging level directly below, select that here. For example, there may be multiple "Eaches" (an individual unit) inside a "Box", several of which go inside a "Case".
Sub-packaging quantity:	The amount of the sub-packaging contained within the row's packaging.
Default:	When enabled, this package level will be the default level for the material. May be tied to billing or order entry.
Decimal precision:	Allows the Package to be split into fractions. The 0 decimal places does not allow splitting, requiring each package to be whole; each subsequent setting (1 decimal place, 2 decimal places, etc.), allows division up to the specified decimal place. For example, the package "Gallon" with the setting of 3 decimal places could have an inventory of 3.672 Gallons.
UPC:	Universal Product Code, unique to each level of packaging. Multiple UPC codes can be entered here, each separated by a comma.
Length:	Length of the package.
Width:	Width of the package.
Height:	Height of the package.
UOM:	Unit of measurement for dimensions. Options include meter, centimeter, foot, and inch.
Weight:	Weight of the items in this level of packaging
Shipping weight:	Weight of the items in this packaging, combined with the weight of the packaging itself (Tare Weight).
UOM:	Unit of measurement for weight. Options include kilogram, gram, pound, ounce, ton, troy ounce, and metric ton.
Volume:	The Volume of the packaging without any packaging.
Shipping volume:	Volume of the packaging considering any other factors that may impact the packaging for shipping.
UOM:	Unit of measurement for volume. Options include cubic meter, cubic centimeter, cubic foot, and cubic inch.
Pallet high:	How many units high the selected material packaging can be stacked atop itself.
Pallet tie:	How many units to set down per level on a pallet before stacking.
Shippable container:	When enabled, this packaging can be used as an actual shipping container, and does not need to be packed further.
Autogenerate serials:	When enabled, serial numbers will be automatically generated with a sequential serial number when prompted for this packaging level.

*Those in red are required fields.