LOCATE uses a tabbed layout to allow users to work in multiple modules at once all within a single browser window. Once you have logged in to LOCATE with your unique username and password, you will be directed to the LOCATE Home tab. LOCATE is organized into modules and module categories. Within each module you will find record lists, individual records and various actions and sub-tabs available for those records.
Locale-Based Date Formatting
LOCATE utilizes the loading of locale data to display dates throughout the interface in relation to the instance’s default locale.
The Locate Home Page is the page the user will see when they log into their LOCATE instance. The main page houses the Version your UI is currently on. As well as the LOCATE News & Updates, plus the user’s assigned To-Do’s, Recently Viewed records and Assigned Operations.
The Main Menu resides at the top of the LOCATE screen. Here you will find the module categories of Sales, Purchasing, Manufacturing, Stock, Operations, Accounting, and Reports on the left. On the right side of the Main Menu, you will find the Setup menu, your username and site, QuickNav tool, Settings menu, Notification Inbox and Help menu. Clicking on a category group in the Main Menu will display a list of associated modules.
User Action Menu
The User Action Menu resides at the top of the LOCATE Screen where your User Name (Site) are located. Here you can Change the Site you are logged into for your instance, or you can Logout.
QuickNav Search Tool
QuickNav is a search tool available on the right side of the Main Menu that may be used to quickly access modules or individual records in LOCATE. To open QuickNav you may either click the magnifying glass in the upper right corner, or use the keyboard shortcut Ctrl + Space.
To search for a record in a specific module, begin typing the name of the module into the search bar. Once the name appears at the top of the list, type in a colon. Now the QuickNav tool will use the characters you enter to search that particular module.
The LOCATE Calendar was designed for users to simply visualize upcoming events. From the Calendar page users can view Events, ToDo’s and Scheduled Object (depending on Settings > Schedule > Access ACL’s), Filter Events by Type, Name or Description, or Create Events. Individual Events and To Do’s can also be edited or deleted.
- Events (teal dots/lines) – can only be seen and managed by the user whom created the event or Admins.
- To Do’s (blue dots/lines) – can only be seen and managed by the user whom created the event or Admins.
- Scheduled Objects (various colors based on object) – can only be seen based on Settings > Schedule > Access ACLS and Group Permissions.
Several objects in the application have “Scheduled Start Date” and “Scheduled End Date” fields. These are actually abstractions of the schedule object so you can schedule receipts, picks, and other items which will then show on the calendar. The scheduled prefix has been kept consistent so far throughout the application as relating to schedule objects, which constitute the items displayed on the calendar. (Ex: Purchase Orders will be labeled as PO and visible by those in the Purchasing Group or with user specific ACLs.)
The Notification Inbox is found in the upper right corner of the main Navigation Bar and displays a history of Pop Up notifications which you’ve set to be sent to the inbox. A small badge will be displayed with a count of unread notifications. Filter Notifications may be filtered by Read, Unread or All Messages by clicking the appropriate icon in the header section. The options menu contains actions which may be applied to all notifications. Note that this will include notifications on all subsequent pages.
- Mark All Unread
- Mark All Read
- Delete All – This action may not be undone.
List ViewNotifications may be sorted on Date Created, Type, and Message by clicking the filter heading. You may filter for notifications that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search.
- Multiple notifications may be selected at once and actions may be applied by opening the check-box drop down menu in the upper left of the column headers.
- The Message column will display the content of the notification. For example, “Sales order #S-001 is complete.”
The Help Menu in the upper right corner opens the ability to submit a feature request/support ticket, or review the LOCATE documentation. There are help icons throughout LOCATE’s modules which will automatically direct you to the appropriate documentation page.
NOTE: For clients supported by a LOCATE Partner, when the “Submit Ticket” option is selected on the dropdown action within the Help Menu your Support Partner’s support link will open in a new window or it will be a mailto: link to the Support Partner’s email.
The Help Menu also houses the link to our Status Page where users can review and subscribe to updates on LOCATE UI/API and 3rd Party API’s. This will help users to know if all systems are operational, or if any are experiencing issues.
Selecting a module from the module categories will open the list view or work queue depending on the module type. You can open multiple module tabs and switch seamlessly between them. Right-click on the tab to access the following options:
- Close Tab – This will close only the module selected.
- Close Others – All modules, other than the one selected, will be closed.
- Sort Tabs – Modules will be rearranged into alphabetical order.
If a module is closed and reopened during the same login session, LOCATE will remember where you were as well as any filters you may have been using.
The grid view is a history of records created for that module. You may use the column header filters and sorting to quickly find a specific record or set of records. You may also create new records and perform certain Quick Actions on existing records from this view. For more information, see the Grids page.
The Trash Can feature allows you to view and restore archived records. This feature is designated by a small trashcan icon, and is associated to multiple modules and lists throughout LOCATE, such as sales orders, customers, vendors, custom fields, and more.
Some modules in LOCATE offer CSV exports directly from the grid or list view to quickly export records.
Linking to the Record
Each line in the grid or list view contains various hyperlinks to help you quickly navigate between objects. For example, in the Sales Orders module, clicking the sales order number will take you to the detail view for the order. If you click the customer name, you will be redirected to the profile page for that customer in the Customers module.
Some reports even have the linking to record capability where if you click an transaction number, it will redirect to the exact transaction.
Below is a list of common pages you will find throughout LOCATE:
- Customize the Order Line Table
- Send New Email
- Trash Can (Archive)
- Adding Alert Notes that appear during a certain Operation