Essential Flex Addition

Hey Flex users (and anyone else looking at this)! I have an idea for Flex that would have an enormous benefit to anyone that does a lot of inventory transferring back and forth to and from different jobs or locations.

In my industry, we do A LOT of transferring like this. Currently in Flex, there is no easy way to view all of this movement cumulatively, without switching between multiple tabs, back and forth. I believe my solution could make viewing it all at once a reality, thus making inventory tracking much easier.

I envision a Dashboard. A single-tab solution, with a bar graph-like appearance. Across the X-Axis (top), Dates would be listed. In my example, I used 10 days, but it could be many more in a scrollable format. On the Y-Axis (left side), each inventory group could be listed, with in-use items from each group listed below. Each “Bar” would be color-coded. I used Green to signify that an item is only needed for one job that day. Red signifies that an item is needed for multiple jobs on the same day. Grey signifies that an item is not needed at all.

All of this information should be readily available, and able to be queried from whichever databases store Inventory Items and Pull Sheets. The end result is an easy-to-understand, visual representation of inventory items that are in use on any given day, with obvious indications of items that are needed in multiple locations. This provides users, like a Warehouse Manager like myself, with early-notice when they may need to order an additional item, or swap it out for something else.

Lastly, this could be customizable. Rather than inventory items on the Y-Axis, there could be personnel, or vehicles, or any other resource that you may run into needing more of. Check out the picture for a (very basic) example of what I envision.

Please, if you think this could benefit you or anyone in your organization, say something here or reach out to support, or both! I've let them know, and it was shown to a developer, but with the big change coming, I fear it will fall through the cracks. I really believe this could help a lot of people, and would love to see it come to fruition. Thanks for reading!

Benjamin 'Bigs' Coppel

July 09, 2020 04:52

Hi Brian-

Wow old post, I think you got stuck in post purgatory.

Have you seen the Inventory Requirements reports? Reports > Quotes > Inventory Requirements (and Matrix) Reports.

If they're not enabled, go to Projects > Project Elements > Quote > Reports > Definition Level section and enable them.

I think this is along the lines of what you want but definitely not enough. I have developed similar custom reports but am now focusing on developing a suite of custom dashboards for Flex called Flextools which will have this capability and more.

My first product is in alpha testing right now, watch these forums and I will announce when it is available for beta use.

Cheers,

Bigs
Endorsed Flex Consultant / Custom Report Developer
bigs@squarewave.com.au
www.squarewave.com.au

Essential Flex Addition

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