Role-Based Workspace - Warehouse Manager

reannon-lewis

Between now and April 2025, we're working to introduce several "sets" of dashboard/workbench-style forms. These "sets" include two things:

1. A role-based workspace (accessed via the OS Portal)
2. An entity-based hub form (accessed in CSI)

These are the sets we're targeting for April 2025:

• Customer Service Rep role-based workspace & Customer hub
• Buyer role-based workspace & Vendor hub
• Warehouse Manager role-based workspace & Inventory hub
• Service Manager role-based workspace & Service hub
• Finance Manager role-based workspace & Finance hub

Additionally, we're targeting the following sets for delivery between April and October 2025:

• Production Supervisor role-based workspace & Production hub
• Sales Manager role-based workspace & Sales hub
• Executive role-based workspace & Executive hub
• Engineering Manager role-based workspace & Engineering hub
• Project Manager role-based workspace & Projects hub
• Quality Manager role-based workspace & Quality hub

The sets are meant to be used in tandem with one another. Here's an example of how a warehouse manager might use them. 

1. WH manager logs into the OS Portal first thing in the morning and their role-based workspace opens.
2. Workspace identifies and provides the means to address those things that the WH manager needs to take action on right away:
   1. Team's workload for the day (# of POs to receive, # of orders to ship, # of jobs to pick, # of cycle counts to perform), and progress towards workload; this may result in shifting labor from one area to another to cover the day's requirements. 
   2. Major inventory KPIs that may indicate things trending down or up
   3. Shipment exceptions/past due shipments (COs, TOs, SROs, etc)
   4. Receipt exceptions/past due receipts (POs, TOs, RMAs, etc)
   5. Component shortages for jobs, projects, SROs, etc that may be arriving today
   6. Daily/weekly/monthly shipment values to track against company's revenue targets (it's the end of the month - do I need to pull in orders from next month to make my revenue target?)
   7. Slow moving candidates (are there items that haven't moved or had demand over a period of time? Do I need to start a conversation with purchasing or finance to talk about obsoleting these items?)
   8. More
3. WH manager sees an item on the component shortages list and wants to look at the item record in more detail, so they click a link to open the Inventory hub form in CSI, where they can review that item's:
   1. Cycle count history
   2. Lots under transaction restriction
   3. Item manufacturer data
   4. Total inventory value 
   5. Item stockroom location information (or item lot location info)
   6. Inventory adjustments
   7. Shortages and applicable demands
   8. Expiring lots and/or serial numbers
   9. Floor stock replenishments
   10. Quarantined inventory
   11. Upcoming receipt inspections due
   12. Upcoming shipments and/or late shipments
4. WH manager can perform various quick create actions on the hub form.
5. WH manager can perform various quick lookup actions on the role-based workspace.

NEW WH Mgr Workspace Figma.png