A checklist is a short working list of item or customer numbers that you need to act on.
When you receive a checklist from a colleague, you will get an email.
How to complete a checklist
The first time you open a checklist, all the item numbers are located under TO DO — the blue category. At the top, you will see the name of the checklist — in this case "Check safety stock." Below is a series of coloured buttons, one for each category.
In this example, you need to check whether the safety stock is correct for 10 item numbers.
To complete a checklist, move goods into the appropriate category. Here, you have 3 options:
- Green Safety stock is OK (i.e. do nothing)
- Light blue You changed the safety stock in your ERP
- Red You have doubts as to whether you should change the safety stock
Checklists can have different categories and colours for the buttons. The colleague who sent you the checklist controls this.
Move an item by selecting it with a "tick" in the box on the left. Click one of the coloured buttons at the top: "Safety stock OK", "Changed in ERP" or "Should be adjusted?" (the item is already in TO DO, so clicking here will have no effect).
Watch video How to move an item in ABC Checklists.
Once you have completed a checklist
Click the green "Complete checklist" button to the right when you are finished with the list. Your colleague will automatically be notified that you have completed the task.
Insert comments on the item number and tag a colleague
When you click on an item number, the item is marked in yellow and the "right tab" is activated. At the top, find the button: "Add a comment". Click it to comment on the selected item number. All your colleagues will then see your comment.
The master data button gives you more detail on each item number, including development over time