Front page › Web client › P26 Edit branch Search Version: 1.40.0

P26 Edit branch

Each branch in IMMS system has a number of associated settings such as, e.g., branch properties with respect to bookshelves, sorting points, placement types, branch configurations, etc. The hierarchy for this page is shown below:



MAIN PAGE (P26): Edit branch

Element Description
Branch name field Name of the selected branch

Aside from a field for the branch name, this page also includes the following tabs:

The tabs are documented below.


TAB #1 on the “Edit branch” page: Parameters

Element Description
Search field Only branch parameters containing the search criteria entered are displayed in the table
Branch parameters table The following information is shown in the table
  • Parameters
  • Value
  • Set
The table can be sorted by branch parameter and this sorting is enabled by clicking on the column name. The “Specified” column shows whether the parameter is set on this level or further up in the hierarchy. For details, refer to Description of IMMS parameters.
User with editing permissions
“Edit” button Displays a dialog box, showing detailed parameter information on the selected branch parameter, where the information can be edited (dialog box explanation)
User without editing permissions
“Show” button Displays a dialog box, showing detailed parameter information on the selected branch parameter, but the information cannot be edited (dialog box explanation)

TAB #2 on the “Edit branch” page: Locations

Element Description
Search field The location tree is “pruned” so that it only contains elements that match the entered search string
Tree structure of locations The locations at a branch are arranged in a hierarchy and are shown in a tree structure. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Shelf 2
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
Next to each node of the hierarchy, an icon indicating the location’s usage type is displayed:
  •  <Not directly used>
  •  Item grouping
  •  Chaotic - Holds shelf
  •  Chaotic - Exhibition
  •  Chaotic - Storage
Icons with an “X” (, , , , ) indicate that the location cannot be used.

Tip: If you hold the mouse arrow over the icons, the type of location and a description of the location is displayed.
User with editing permissions
“Edit” button Displays the “Enter details about the location” dialog box, showing detailed information on the selected location, where the information can be edited (dialog box explanation)
“Add” button Opens an empty “Enter details about the location” dialog box to allow you to create a new location (dialog box explanation)
“Copy” button Creates a copy of the selected location and all of its sub-locations. Later, the location can be edited in order, e.g., to change the name.
“Delete” button Deletes the selected location

Please note: A location cannot be deleted if used by either items or transport units. Furthermore all references from sorting points or chutes incl. all inactive must be removed. If deleting a location with sub-locations, all references to these sub-locations must be cleared as well.
“Add multiple” button Opens a “Create multiple locations” dialog box to allow you to create multiple locations at the same time using a template (dialog box explanation)
“Move multiple” button Opens a “Move multiple locations” dialog box to allow you to move multiple locations at the same time (dialog box explanation)
“Delete multiple” button Opens a “Delete multiple locations” dialog box to allow you to delete multiple locations at the same time (dialog box explanation)
User without editing permissions
“Show” button Displays the “Enter details about the location” dialog box, showing detailed information on the selected location, but the information cannot be edited (dialog box explanation)

TAB #3 on the “Edit branch” page: Sorting points

Element Description
Search field Only sorting points containing the search criteria entered are displayed in the table
“Include inactive” checkbox Inactive sorting points can either be displayed or hidden
Table of sorting points The following information is shown in the table
  • ID
  • Code
  • Name
  • Chute
  • Active
The table can be sorted by the contents of all columns aside from “Chute” and “Active”. Sorting is enabled by clicking on the specific column name you would like to sort by.
User with editing permissions
“Edit” button Displays the “Enter details about the sorting point” dialog box, showing detailed information on the selected sorting point, where the information can be edited (dialog box explanation)
“Create” button Opens an empty “Enter details about the sorting point” dialog box to allow you to create a new sorting point (dialog box explanation)
“Delete” button Deletes the selected sorting point
User without editing permissions
“Show” button Displays the “Enter details about the sorting point” dialog box, showing detailed information on the selected sorting point, but the information cannot be edited (dialog box explanation)

TAB #4 on the “Edit branch” page: Configurations

Element Description
Search field Only configurations containing the search criteria entered are displayed in the table
“Include historical” checkbox Past configurations can either be displayed or hidden
Configurations table The following information is shown in the table
  • Name
  • Status (When a draft is activated, the status is changed to “Activated”. The “Active” status is only displayed once the configuration has been fully activated.)
  • Active from
  • Active until
The table can be sorted by the contents of all columns. Sorting is enabled by clicking on the specific column name you would like to sort by.
User with editing permissions
“Edit” button Displays the “Edit configuration” screen, showing detailed information about the selected configuration, where the information can be edited (Edit configuration). Editing is not possible for a configuration with the status of “Historical” or “Active”.
“Copy” button Creates a copy of the selected configuration. A dialog box for entering the name of the copy is displayed.
“Delete” button Deletes the selected configuration. Configurations can only be deleted if they have the status “Draft”.
“Calculate” button Performs a strategy consequence calculation for the selected configuration. The result is displayed in a report that is opened outside of the web client.
“Activate” button Activates the selected configuration (dialog box explanation). Configurations can only be activated if they have the status “Draft”. When a draft is activated, the status is changed to “Activated”. The “Active” status is only displayed once the configuration has been fully activated.
Please note: The activation of the configuration can put a high load on the system. Is therefore advisable that significant configuration changes affecting thousands of items should be activated outside of peak resource usage hours.
Please note also that the Use delayed activation parameter can automatically postpone the activation of configurations until a scheduled time period.
User without editing permissions
“Show” button Displays the “Edit configuration” screen, showing detailed information about the selected configuration, where the information can be edited (screen information). Editing is not possible for a configuration with the status of “Historical” or “Active”.
“Calculate” button Performs a strategy consequence calculation for the selected configuration. The result is displayed in a report that is opened outside of the web client.

TAB #5 on the “Edit branch” page: Placement types

Element Description
Table of placement types The following information is shown in the table
  • Priority
  • Placement type
The prioritized placement types are used for the calculation of pick orders based on holds.
User with editing permissions
“Edit” button Displays the “Edit the priority of placement types” dialog box, showing detailed information on the selected placement type, where the information can be edited (dialog box explanation).
User without editing permissions
“Show” button Displays the “Edit the priority of placement types” dialog box, showing detailed information on the selected placement type, but the information cannot be edited (dialog box explanation).

TAB #6 on the “Edit branch” page: Exhibitions

A list of the branch’s exhibitions is displayed here.

Element Description
Exhibition table The following information is shown in the table
  • Name
  • Description
  • Start date
  • End date
  • Active
  • Closed

If the “Show historical” field is checked, completed exhibitions are also included.
User with editing permissions
“Edit” button Shows the “Enter details about the exhibition” dialog box, showing detailed information about the selected exhibition, where the information can be edited.
“Create” button Shows the “Enter details about the exhibition” dialog box, showing detailed information about the selected exhibition, where the information can be entered.
First, the “Select an exhibition group” dialog box will pop up, where an exhibition group must be selected.
“Delete” button Deletes the selected exhibition. The exhibition can only be deleted if it has not yet been activated.
User without editing permissions
“Show” button Shows the “Enter details about the exhibition” dialog box, showing detailed information about the selected exhibition, but the information cannot be edited.

DIALOG BOX (P26.1): Enter details about the location

This dialog box is used for editing an existing location, creating a new location, and selecting a location.

Element Description
Location name field Unique name for identifying the location
Description field Description associated with the specific location
Field for "Next level up location in the hierarchy” + “Select” button The field specifies the location on the next level up in the hierarchy while the button makes it possible to change this location. The location is changed using the Select a location dialog box
Picklist for selecting a usage type Specifies the location’s usage type, e.g., item grouping or <Not directly used>
Capacity field Specifies the number of shelf meters allocated to the location. If the usage type is set on <Not directly used>, then the total amount of capacity in the sub-locations is shown instead.
Label field Contains the identification of the specific location, i.e. the machine-readable content of the label's RFID chip and/or barcode.
Refer otherwise to the section on identifiers.
Field for displaying the item grouping in the active configuration Specifies the item grouping for the specific location, e.g., “Crime J-L”

DIALOG BOX (P26.2): Enter details about the sorting point

This dialog box is used both to edit an existing sorting point and create a new sorting point.

Element Description
ID field Unique identifier from the LMS or SSE/AMH equipment used to identify the sorting point
Code field Code (short name) for the sorting point
Name field Name of the sorting point
“Active” checkbox Indicates whether the sorting point is active
Field for "Location” + “Select” button The field specifies the location for the sorting point while the button makes it possible to select a new location. The location is changed using the Select a location dialog box
Search field Only chutes matching the search criteria entered are displayed in the table of chutes
“Include inactive” checkbox Inactive chutes can either be displayed or hidden in the table of chutes
Table of chutes The following information is shown in the table
  • ID
  • Code
  • Name
  • Connection status
  • Disconnection status
  • Location
  • Label
  • Other chute
  • Active
  • Allow link
  • Transport unit
The table can be sorted by the contents of all columns aside from “Active”. Sorting is enabled by clicking on the specific column name you would like to sort by. The label and sorting point/chute columns cannot be set at the same time. The chute will either have its own label or will be associated with a chute that has already been created in IMMS. The column 'Allow link' indicates whether it is allowed to link transport units with the mobile device without scanning the chute.
User with editing permissions
ATTN: The buttons are disabled once a new sorting point has been created. You are only able to add chutes to the sorting point after the sorting point has been created.
“Edit” button Displays the “Enter details about the chute” dialog box, showing detailed information on the selected chute, where the information can be edited (dialog box explanation).
“Add” button Opens an empty “Enter details about the chute” dialog box to allow you to create a new chute (dialog box explanation)
“Delete” button Deletes the selected chute.
“Content“ button Displays the content of the attached transport unit (dialog box explanation). If there is no attached transport unit the button is deactivated.
“History“ button Displays the history of the attached transport unit (dialog box explanation). If there is no attached transport unit the button is deactivated.
User without editing permissions
“Show” button Displays the “Enter details about the chute” dialog box, showing detailed information on the selected chute, but the information cannot be edited (dialog box explanation).
“Content“ button Displays the content of the attached transport unit (dialog box explanation). If there is no attached transport unit the button is deactivated.
“History“ button Displays the history of the attached transport unit (dialog box explanation). If there is no attached transport unit the button is deactivated.

DIALOG BOX (P26.3): Activate configuration

Element Description
Date field Specifies the date for auto-replenish in the event of a low stock level

DIALOG BOX (P26.4): Edit the priority of placement types

Element Description
Table of priorities The following information is shown in the table
  • Priority
  • Placement type
The prioritized placement types are used for the calculation of pick orders based on holds.
“Move up” button and “Move down” button Moves the selected priority either up or down in the overview of priorities

DIALOG BOX (P26.5): Enter details about the chute

This dialog box is used both for editing an existing chute and creating a new chute.

Element Description
LMS code field Unique code from the LMS or SSE/AMH equipment used to identify the chute
Code field Code (short name) for the chute
Name field Name of the chute
Picklist of statuses for a linked transport unit Indicates the status of a linked transport unit for the specific chute
Picklist of statuses for an unlinked transport unit Indicates the status of an unlinked transport unit for the specific chute
Field for other chute + “Select” button This field contains the name of the sorting point (with associated chutes) linked to the applicable chute. The “Select” button opens the Select chute dialog box, where a chute can be selected from IMMS. If this field is selected (the radio button is selected), a label cannot be specified.
Label field Contains the identifier for the specific chute, i.e. the machine-readable content of the label's RFID chip and/or barcode.
Refer otherwise to the section on identifiers.
If this field is selected (the radio button is selected), a different chute cannot be specified.
Field for "Location” + “Select” button The field specifies the location for the chute while the button makes it possible to select a new location. The location is changed using the Select a location dialog box
“Active” checkbox Indicates whether the chute is active
“Allow linking transport unit without scanning the chute” checkbox Indicates whether the chute is visible on the mobile device, making it possbile to link transport units to the chute by selecting the chute

DIALOG BOX (P26.6): Select a location

Element Description
Search field The location tree is “pruned” so that it only contains elements that match the entered search string
Tree structure of locations The locations at a branch are arranged in a hierarchy and are shown in a tree structure. The next higher location in the hierarchy is highlighted in the tree diagram. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Shelf 2
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
For selecting a location for this purpose, only the type  (<Not directly used>) can be utilized. Therefore, only this type is displayed.

DIALOG BOX (P26.7): Select a location

Element Description
Tree structure of locations The locations at a branch are arranged in a hierarchy and are shown in a tree structure. The location to be added to the sorting point is highlighted in the tree diagram. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Shelf 2
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
For selecting a location for this purpose, only the type  (<Not directly used>) can be utilized. Therefore, only this type is displayed.

DIALOG BOX (P26.8): Select a location

Element Description
Tree structure of locations The locations at a branch are arranged in a hierarchy and are shown in a tree structure. The location for the chute is highlighted in the tree diagram. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Shelf 2
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
For selecting a location for this purpose, only the type  (<Not directly used>) can be utilized. Therefore, only this type is displayed.

DIALOG BOX (P26.9): Select chute

Element Description
Picklist of sorting points Indicates from which sorting point chutes are to be selected
Picklist of chutes Indicates which chute is to be used

DIALOG BOX (P26.10): Create multiple locations

This dialog box is used to create multiple locations using a template.

Element Description
Number of units field Specifies the number of locations you would like to create. A maximum of 100 units can be created at a time.
Text prefix field Text that all names of locations must start with
Text suffix field Text that all names of locations must end with
Felt for the number of digits in the numbering Specifies the overall number of digits in the location numbering. If you would like to use 2 digits for the numbering, the sequence of numbers will, for example, look like this {...07, 08, 09, 10...98, 99, 100, 101...}. Please note that it is no problem if the number exceeds 2 digits. A maximum of 9 digits can be used for the numbering.
Start number field Specifies the first number of the sequence. If you would like to create 10 locations using 3 digits for the numbering, a prefix of “Adult”, and starting with the number 4, the sequence would look like this: {Adult004, Adult005...Adult013}
Field for "Next level up location in the hierarchy” + “Select” button The field specifies the location on the next level up in the hierarchy of new locations while the button makes it possible to change this location. The location is changed using the Select a location dialog box
Picklist for selecting a usage type Specifies the new location’s usage type, e.g., item grouping or <Not directly used>
Capacity field Specifies the number of shelf meters allocated to each of the new locations. If the usage type is set on <Not directly used>, then the total amount of capacity in the sub-locations is shown instead.

DIALOG BOX (P26.11): Move multiple locations

This dialog box is used to move multiple locations at the same time.

Element Description
Table of locations The table shows the locations that can be moved. The locations that are to be moved are checked. Multiple locations can be selected by holding down the CTRL or SHIFT key while clicking the mouse.
Field for "Move below" + “Select” button The field specifies the location in the hierarchy under which the selected locations are to be moved while the button makes it possible to change this location. The location is changed using the Select a location dialog box

DIALOG BOX (P26.12): Delete multiple locations

This dialog box is used to delete multiple locations at the same time.

Element Description
Table of locations The table shows the locations that can be deleted. Please note that only locations on the outermost level can be deleted. The locations that are to be deleted are checked. Multiple locations can be selected by holding down the CTRL or SHIFT key while clicking the mouse.

DIALOG BOX (P26.13): Enter details about the exhibition

The basic information for an exhibition is entered here.

Element Description
Name field Name of the exhibition. Initially, the name is that of the exhibition group but it can be changed later.
Description field Description of the exhibition. Initially, the description is identical to the one for the exhibition group but it can be changed later.
Assignment department field For selection of the department items should be assigned to, when they are assigned to the exhibition.
This can affect the subsequent sorting of the item.
Start date field The exhibition’s start date.
You are not allowed to set a start date prior to the current date.
End date field The exhibition’s end date - may be left blank (not completed).
The end date is inclusive. This means that the entire day entered is counted for the exhibition.
You are not allowed to set an end date prior to the current date.
“Closed” checkbox
 Indicates whether the exhibition is closed.
A closed exhibition will not be assigned items by the intelligent distribution algorithm.
'Limit exhibition by total number of items'-radio button When this radio button is selected, the exhibition is limited by total number of items. Min./max. number of items in total must be entered, along with max. number of copies of each title.
Field for the min. number of items in total The minimum number of items that should be included in the exhibition.
Field for the max. number of items in total The maximum number of items that should be included in the exhibition.
Field for the max. number of copies of a title The maximum number of copies of the same title that should be included in the exhibition.
'Limit exhibition by number of titles'-radio button When this radio button is selected, the exhibition is limited by number of titles. Min./max. number of copies per title must be entered, along with the target number of different titles.
Field for the min. number of copies per title The minimum number of copies per title that should be included in the exhibition.
Field for the max. number of copies per title The maximum number of copies per title that should be included in the exhibition.
Field for the target number of different titles The target number of different titles that should be included in the exhibition.
List of associated locations The locations associated with the exhibition.
“Add” button Opens the “Select location” dialog box to allow you to select a location where an exhibition is to be added.
“Remove” button Remove the selected location from the exhibition.

DIALOG BOX (P26.14): Select an exhibition group

Element Description
Picklist of exhibition groups The exhibition group to be used for creating the exhibition is selected here.

DIALOG BOX (P26.15): Select a location

Element Description
Tree structure of locations The locations at a branch are arranged in a hierarchy and are shown in a tree structure. The location to be added to the exhibition is highlighted in the tree diagram. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Shelf 2
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
For selecting a location for this purpose, only the type  (<Chaotic - Exhibition>) can be utilized. Therefore, only this type is displayed.
Note: A location cannot belong to multiple active exhibitions. If a location is chosen, that is part of another active exhibition, an error message will be displayed.