quality_app-v2/documentation/SET_BOXES_LOCATIONS_QUICK_REFERENCE.md

Set Boxes Locations - Quick Reference Guide

Quick Start

Accessing the Feature

1. Log into Quality App v2
2. Go to Warehouse Module
3. Click Set Boxes Locations

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Three Tabs Explained

🔍 Tab 1: Assign Box to Location

Purpose: Assign a specific box to a warehouse location

Steps:

1. Scan or type the box number (e.g., 00000001)
2. Press Enter or click "Search Box"
3. Review the box details that appear
4. Type the location code (e.g., LOC-A01)
5. Click "Assign to Location"
6. Confirmation message appears

Use Case: You've received a new box and need to put it in the warehouse

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📍 Tab 2: Find Boxes by Location

Purpose: See all boxes currently stored in a location

Steps:

1. Scan or type the location code (e.g., LOC-A01)
2. Press Enter or click "Search Location"
3. System shows:
   • Location code
   • Total number of boxes in location
   • List of all boxes with their status
4. Click "Clear Search" to reset

Use Case: You need to count what's in a location or find a specific box

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🚚 Tab 3: Move Box to New Location

Purpose: Move a box from one location to another

Steps:

1. Scan or type the current location code
2. Click "Search Location"
3. A list of boxes appears - click on the box to select it
4. The selected box displays at the top
5. Type the new location code
6. Click "Move to New Location"
7. Success message confirms the move

Use Case: Reorganizing the warehouse or moving inventory to different sections

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Keyboard Shortcuts

In any tab:

• Enter key: Submits the current form (search or action)
• Tab key: Moves between fields
• Escape key: Can be used to clear inputs (standard browser behavior)

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Tips & Tricks

💡 Scanner Support

All input fields support barcode scanner input. Simply scan:

• Box number (9 characters)
• Location code (up to 12 characters)

💡 Auto-Clear

After successful operations, the form automatically clears in 1.5 seconds. You can immediately scan the next item.

💡 Visual Feedback

• Green badge: Box status is "Open"
• Red badge: Box status is "Closed"
• Blue text: Successful results
• Red text: Errors requiring attention

💡 Multiple Operations

You can perform multiple operations in sequence without refreshing the page. Just clear the form and start with a new box/location.

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Common Workflows

Workflow 1: Receiving New Boxes

1. Open Tab 1 (Assign Box to Location)
2. Scan/Enter first box number
3. Scan/Enter location code for storage
4. Click "Assign to Location"
5. Repeat for next box (form auto-clears)

Workflow 2: Finding a Box

1. Open Tab 2 (Find Boxes by Location)
2. Scan/Enter location code
3. Review list of boxes
4. Note box number or status

Workflow 3: Reorganizing Inventory

1. Open Tab 3 (Move Box to New Location)
2. Scan/Enter source location
3. Select box to move from the list
4. Scan/Enter new location
5. Click "Move to New Location"
6. Repeat for other boxes

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Troubleshooting

❌ "Box Not Found"

• Check: Box number is correct and exists in system
• Solution: Go to Manage Boxes to create or verify box number

❌ "Location Not Found"

• Check: Location code is correct and exists
• Solution: Go to Create Locations to add new warehouse location

❌ No boxes appear in location

• Reason: This location genuinely has no boxes assigned
• Action: Use Tab 1 to assign boxes to this location first

❌ Button appears disabled/grayed out

• Reason: Required information hasn't been entered yet
• Action: Complete all required fields before clicking button

❌ Nothing happens when clicking button

• Reason: Form validation failed (missing required field)
• Check: All fields are filled in with valid data
• Try: Verify information and try again

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Data Fields Reference

Box Number

• Format: 8 digits (e.g., 00000001)
• Auto-generated: Yes, system creates these automatically
• Example: BOX-00000042

Location Code

• Format: Up to 12 characters (e.g., LOC-A01, COLD-STORAGE-1)
• Custom: Can be any code you define
• Examples:
  • LOC-A01 (Location A, Row 1)
  • FREEZER-ZONE-1 (Freezer section 1)
  • SHELF-5-LEFT (Shelf 5, Left side)

Box Status

• Open: Box is available for new contents
• Closed: Box is full/sealed

Location Details

• Code: Unique identifier for the location
• Size: Optional storage capacity
• Description: Optional notes about the location

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Related Features

• Manage Boxes: Create, edit, delete boxes
• Create Locations: Define warehouse locations
• Inventory View: Overview of all items
• Reports: Generate warehouse reports

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Performance Tips

• Batch Operations: If moving many boxes, Tab 3 is most efficient
• Plan Locations: Define all locations before assigning boxes
• Barcode Scanners: Use scanners for faster data entry than typing

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Support

If you encounter issues:

1. Check browser console: Press F12 → Console tab for error messages
2. Verify data: Ensure box/location exists in system
3. Try refresh: Sometimes a page refresh resolves temporary issues
4. Check permissions: Ensure your user role can access warehouse module
5. Contact Support: Reach out if problems persist

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Last Updated: January 28, 2026
Version: 1.0