Getting acquainted with the system
Table of contents
- Logging in and logging out
- The menu and the current goods owner
- Common icons
- Searching and filtering
- Video on system basics in Ongoing WMS
Logging in and logging out
Your contact person at Ongoing will provide you with a link to the system, and a username and password. When you go to the link, you will be greeted with the login screen:
![Ongoing WMS login form.](/Content/Images/Getting-Acquainted/1.png)
After you have logged in, you can easily change your password.
In the bottom right-hand corner, there is a button which allows you to log out:
![Ongoing WMS footer log out button](/Content/Images/Getting-Acquainted/2.png)
The menu and the current goods owner
At the top of each page, we have the so-called menu. It allows you to switch between different pages. When you move the mouse over the menu, it will automatically expand, allowing you to choose a page. Directly above the menu, you can see which page you are currently viewing.
Here we are viewing Order ⇒ Order list:
![Ongoing WMS order list hover menu.](/Content/Images/Getting-Acquainted/3.png)
If you know the name of a particular page, you can search for it by clicking on the search field or by pressing F3:
![Ongoing WMS order list, searching for a particular page.](/Content/Images/Getting-Acquainted/menusearch.png)
The clients of the warehouse are called goods owners. To the right of the menu, you have a list of these goods owners, and you can also switch between them. The list is also accessible by pressing F2.
![An image of a Ongoing WMS drop down menu for 3PL's customers](/Content/Images/Getting-Acquainted/4.png)
Common icons
These are the most common icons which appear in the system, and a description of what happens when you click on them.
Icon | Name | What happens when clicked |
---|---|---|
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Expand / Select | The object in question will be expanded in place, allowing you to see more details. |
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Edit | You will be taken to a new page where you can edit the object in question. |
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Delete | The system will attempt to delete the object in question. |
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The system will generate a PDF file for printing. | |
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Excel | The system will generate an Excel file. |
Searching and filtering
Generally speaking, there are two ways of finding objects (such as orders or articles) in the system. On most pages we have a section where you have a selection of search fields available. For instance, in the order list you can use the following fields to find an order:
![Search form alternatives and advanced form search alternatives in WMS. Alternatives: Order ID, Order number, Pick order ID, Status, all goods owners checkbox, columns, article number, picking, show all fields checkbox](/Content/Images/Getting-Acquainted/5.png)
So if you know the order number you are looking for, you can simply enter the order number and click on Search.
The second way to search is to apply a filter directly to the table. You can hover on each column header and a search field will appear:
![Search filter and sort button in order list. Marking field of city.](/Content/Images/Getting-Acquainted/6.png)
If you click on the field, you can enter a search string. For instance, this is how you would search for all orders going to Lammhult:
![City filter applied to search for specific order in WMS](/Content/Images/Getting-Acquainted/7.png)
Columns which contain dates or numbers also have two additional icons which allow you to add "greater than" and "less than" filters by filling in the values "From" and "To":
![Order ID filter in WMS](/Content/Images/Getting-Acquainted/8.png)
Wildcards
You can use wildcards (jokertecken in Swedish) to do advanced searches. The following wildcards are available:
Wildcard | Description | Example |
---|---|---|
% | Will match any number of characters. | The search string il%comb% will match Ilfracombe, but not High Wycombe. |
_ | Will match a single character. | The search string Gothenb_rg will match both Gothenburg and Gothenberg. |
* | Will search for matches containing the letters which follow the asterisk. | The search string *combe will match both Ilfracombe and High Wycombe. Note that il*combe will not yield any matches. |
! | Will force Ongoing WMS to do an exact match. This is strictly speaking not a wildcard. | If you have two articles called 123 and 123ABC, and you do a search for 123, then both articles will be found. But if you search for 123!, then only the first article will be considered a match. |
[] | Will match any single character within the range or set, e.g. [abcde] or [a-e]. | The search string Gothenb[ue]rg will match both Gothenburg and Gothenberg, but not Gothenborg. |
[^] | Will match any single character not within the range or set, e.g. [^abcde] or [^a-e]. | The search string Gothenb[^ue]rg will match Gothenborg, but not Gothenburg or Gothenberg. |
As an example, here is how you would find all orders going to cities whose names contain the word comb:
![Example of using the wildcard %](/Content/Images/Getting-Acquainted/wildcard1.png)
Video on system basics in Ongoing WMS