Managing Storage Containers on a Project

Overview

This article covers the process to access, manage, and notify Storage Containers associated with a Project. We will discuss:

• Assigning Containers
• Editing Dates In/Out and Removing Containers
• Active, Incoming, and Past Containers
• Reassigning Container Locations

Note: Containers must have already been created in the warehouse. Click here to learn more about creating containers. The customer and the Project must have also been created

Assigning Containers

1. Click on Storage on the left-hand side navigation

2. Click on the correct Storage Project

3. In the storage project, Click on Assign Containers

4. Search and Filter the containers you want to be added

5. Select the containers you want to assign to the project and click Assign

6. Containers have now successfully been added to your project!

Editing Dates In/Out and Removing Containers

You can now edit the Container Dates in and Out on the project, which will determine whether a container is currently assigned or unassigned to the project

Steps to Follow

1. By default containers added to the project will have the Date in set to the Project Start Date

2. For each container, you can go in and update the Date In and Out

3. Containers can also have their Dates In and Out updated in bulk. To do so, select the containers and click on the Actions menu. From there, you can Edit date in or Edit date out

4. Remove Containers - will fully remove the container from the project (and remove and set date in and out)

Important: You no longer need to remove a container from the storage project - instead, setting the date out will automatically move the container to the past container tab (see section below) and make the container available. Remove should only be done if the container was not meant to be added to the project

Active, Incoming, and Past Containers

You can now track containers that are actively on the storage project, and containers that were previously on the storage project. This is broken down across 3 different tabs

Incoming Containers

• Lists containers whose start date is in the future

Active Containers

• Shows you all the containers whose Date In and Date Out are not exceeded

Past Containers

• Lists the Containers whose date out has passed
• Past containers will also be unassigned to the project and appear as available under the main Storage Container List tab

Note: To bring a past container back into active, navigate to the past tab, and edit the container dates to be within range

Reassigning Container Locations

You can also set the location of a container by clicking on the container and updating the coordinates

Steps to Follow

1. Locate the Container you wish to update and click on the Container ID

2. After clicking on the container ID, click on Edit Container

3. A popup appears for you to edit the location of the containers or warehouse coordinates. Click Save when you're done reassigning