Warehouse monitor: all packing lists of the coming days at a glance

The warehouse monitor is the warehouse’s view of the packing lists: instead of opening each event one by one, you see on a single page everything that has to leave the warehouse today, tomorrow or within the next seven days — sorted by delivery day and event, with the status “x of y packed”. You can tick off lines by click or by scan.

Add-on module Logistics, unlocked on request. The warehouse monitor belongs to the add-on module Logistics. It is in a pilot phase and is unlocked for your workspace on request via support. Without the unlock, the menu item does not appear. The packing list per event in the Bookings area is not affected and remains available as usual.

Open the warehouse monitor

Once unlocked, you will find the entry Warehouse in the menu under Master Data. The first time you open the page, it shows the period Today.

Everyone who may view events may see the warehouse monitor. Ticking off is allowed for everyone who may edit events — the same permissions as for the packing list in the Bookings area.

Choose the period

At the top, you choose between Today, Tomorrow and 7 days. Your choice is remembered: if you pack in the evening for the next day, you will see Tomorrow again the next time you open the page.

For Today and 7 days, events of the last two days also appear at the very top under Overdue — but only as long as something is still open there. That way, a list that was not finished yesterday does not simply disappear from view.

Where the delivery day comes from

Each event appears on exactly one delivery day:

1. If the event has delivery notes, the earliest delivery day according to the delivery note applies. For delivery notes you created with Create delivery notes per day, that is the day of the delivery note; otherwise it is the delivery date in the header of the delivery note.
2. If no delivery note has a date, the event start applies.

Every event shows where its day comes from (“Delivery day from delivery note” or “Delivery day = event start”). If there are deliveries on several days, the multi-day note shows all delivery days. The packing list then appears in full on the first delivery day — the crate has to be ready for the first delivery.

Filter and search

• Storage location — shows only the lines of one storage location, for example “Cold room 2”. No storage location shows all items for which none has been entered yet. You maintain the storage location on the item or directly from the packing list.
• Sub-list — shows, per event, the lines of the sub-list with that name, for example “Drinks”. Events without this sub-list drop out of the view.
• Search — finds item name, barcode, item number and event name.

All counters follow the filter.

Tick off by click

Click the checkbox on the left of the line. A second click takes the tick back. A line only counts once the full quantity is packed — a partial quantity from the Employee Portal appears on the line as “3 of 6 packed” and does not count yet.

Kitchen items can only be packed once they are marked as produced. Until then, the checkbox is locked and the line shows “after production”.

If the connection drops, your tick stays in place and the line shows not saved with Retry. In the warehouse, a tick that suddenly disappears is worse than one that waits for a moment.

Tick off with a hand scanner

A hand scanner works like a keyboard: it types the code and presses Enter. You do not need to click into the scan field — as long as no other input field is active, the scan lands there automatically.

Univents looks for the code in the selected period and in the filters you set for storage location and sub-list — first in the item’s Barcode, then in the item number:

• Exactly one open line matches: it is ticked off, and under the scan field you see, for example, “Packed: 24 pcs Water 0.5 l – Müller company party”.
• Several lines match (the item appears in several events): a window asks which line you mean.
• Everything already packed: Univents reports “Already packed” and changes nothing. Scanning twice does no harm.
• Only kitchen items that are not produced yet: Univents reports “Can only be packed after production”.
• No match: Univents reports that there is no open item with this code in the selected period and filter. Then check the period, the filters and the barcode on the item.

You maintain the barcode on the item under Inventory → Item → Technical Details → Barcode. If the goods carry manufacturer barcodes, enter exactly that number.

Scan with the camera

On a phone or tablet, the Camera button opens a window with the camera image. Hold the code steady in the frame — as soon as it is recognised, the window closes and the code goes through the same search as with the hand scanner.

The camera recognises barcodes in Chrome on Android and in Chrome on a computer. Other browsers, for example Safari on the iPhone, only recognise QR codes with the camera; the window points this out. For barcodes, a hand scanner is then the safe way.

In the AI chat

With the module unlocked, the AI assistant also answers questions such as “What is still open in the warehouse today?” or “What is in cold room 2 tomorrow?” and, on request, ticks off individual lines — with the same rules as in the app.

Storage locations in the filter

You filter by warehouse or hall, area and bin, sublocations included. If you scan the code of a storage location, Univents sets this filter. How to create storage locations, read stock by location, transfer goods and count a stocktake is described in the article “Storage locations, stock by location and stocktake”.

Frequently asked questions

Why don’t I see an event under Today, even though it takes place today? Because its delivery day according to the delivery note is earlier. It then appears on the day of the earliest delivery note — for Today and 7 days under Overdue, as long as something is still open there.

Why are item names shown as “—” and the scan finds nothing? Your role lacks the permission to view items. Without this permission, Univents does not show the items, and ticking off is not possible. You assign permissions under Settings → Roles.

Does the warehouse monitor change the event’s packing list? No, it shows the same lines. A tick in the warehouse monitor is immediately visible in the Bookings area and in the Employee Portal — and vice versa.

What does the note “List shortened” mean? With a very large number of lines in a period, the page does not show everything at once and says so explicitly. Then choose a shorter period — for example Today instead of 7 days.