The portal interface provides access to configuration, setup, grid views, inquiries, reports, and transactions. Source transactions such as orders and purchase orders are entered through the portal. Most mobile app transactions are also available in the portal, accessible from a desktop or tablet.

General Navigation

When you log into PanatrackerST, you are returned to the screen you were on when you last logged out.

Top Menu Bar

• 1. Shortcut icons: The hamburger button toggles the left menu between text and icons. The home button opens the dashboard. The remaining icons link to the item units and container units grid views.
• 2. Organization: Displays the company organization you are logged into.
• 3. User / Facility / Team: Displays your username and current facility and team. Click to open the login/logout screen, where you can quickly switch to a different team or facility (if you belong to multiple teams). Switch to the facility where you are conducting transactions to interact with the units in that facility's custody.
• 4. Settings: Access configuration and setup options.

Left Menu Bar

The left menu bar provides access to grid views, inquiries, orders, purchase orders, projects, maintenance plans, reports, and transactions. Setup features such as facilities, areas, customers, vendors, attributes, and users are also accessible here.

• A. Hamburger icon: Toggles the left menu between text and icon display.
• B. Menu sections: When displayed as text, sections can be opened or collapsed. Only one section can be open at a time.

Grid Views

Grid views appear throughout the system and work the same way.

Grid View Filters

• 1. Column filters: Enter filter criteria in the field below each column name. Filters default to Contains. Use the drop-down arrow next to the column to change the filter mode (e.g., Starts With, Does Not Contain, Equal To).
• 2. Advanced filtering: Tap the vertical ellipsis next to a column name to access additional actions, including filtering with multiple criteria.

Multiple columns can be filtered simultaneously.

Grid View Display Options

Tap the vertical ellipsis to access display options.

• A. Sort order: Set any column to ascending or descending. You can also click a column header to sort. A sort arrow appears next to the column label when active; no arrow means the default sort is applied.
• B. Column lock: Lock a column to keep it visible when scrolling horizontally.
• C. Columns: Check or uncheck columns to show or hide them. Columns can be restored at any time. Drag and drop columns to reorder them.

Changes to the grid view are saved automatically (except filters). Clearing your browser cache resets filters to their defaults.

Grid Actions

Grid row actions: edit (pencil) and more options (ellipsis)

To the left of each grid row, additional actions may be available: either an edit icon to open the record details, or a horizontal ellipsis to access multiple actions for that record.

Grid Pagination and Export

At the bottom of most grid views, you can see the number of results and the current page. Scrollbars appear as needed. Use Export to download the grid data. Exported data reflects any active filters.

Some grid views include tabs to toggle between open and closed records (e.g., purchase orders and transfer orders).

Transaction Navigation

Portal transactions follow two patterns:

• Multi-unit transactions: Units captured during the session are displayed to the right or under a units tab. Some fields remain defaulted to speed entry. Examples: Receive New Unit, Build Shipment.
• Single-unit transactions: After capturing a unit, the form clears completely for the next entry. Examples: Move, Create.

All transactions update units in real time. For example, a unit added via Receive New Unit is immediately available in the system. On Build Shipment, units are updated with the shipment ID. On Check Out, units are marked as reserved as soon as they are added.

Transaction Actions

Clear and Back buttons

• The Submit button may appear at the top right or bottom of the form, depending on the transaction.
• Clear clears the entire form, including all review units.
• Back (arrow) returns you to the corresponding grid view or the primary units grid view. Leaving a transaction also clears the form.

Transaction Fields

• A. Field descriptions: Many fields include placeholder text describing the expected input.
• B. Required fields: Marked with an asterisk (*).

• C. Look-up: Start typing in a lookup field to open a filtered list of matching records.
• D. Create on-the-fly: The [+] button next to a field lets you create a new record without leaving the transaction (e.g., a new Item Master on Receive New Unit, or a new container on Build Shipment). The create form opens in a pop-up window.

Auto-Assign Handles

The system supports auto-assignment of unit handles (barcoded label identifiers). When available, you will see the placeholder text "Skip To Automatically Assign." Auto-assigned handles for serialized items and containers use the format: a 3-letter organization prefix, a period, and a 4-character alphanumeric code (e.g., XXX.XXXX). Handles can also be entered manually.

Transaction numbers (such as purchase order numbers and check-out reservation numbers) can also be system-assigned.