Clarus WMS Interface Redesign

This guide explains the major changes and improvements in the redesigned Clarus WMS interface. It covers how to switch to the new UI, enhanced navigation, new features, data grid improvements, and UI design changes to help you use it efficiently.

Step-by-Step Guide

1. Transitioning to the New UI

To switch to the new Clarus WMS interface, go to your account details in the top-right corner of the old interface. Find and click the button to opt into the updated design. This will give you a modern layout and access to new features and enhancements.

Once activated, the old top navigation bar will be replaced with a side navigation panel. This makes workflows simpler, saves time, and provides a cleaner user experience.

2. Using Enhanced Navigation

The new navigation centralises controls and improves how you interact with the system.

Favourites Section

You can personalise your workspace by favouriting frequently used pages:

1. Open the navigation on the left-hand side.
2. Find the page you want to Favourite and click the favourite icon (a star to the right of the page text).
3. Favourites will appear at the top of the navigation for easy access.
4. You can remove favourites easily when they are no longer needed.

Settings

Less frequently used but critical settings, like company settings, can also be favourited for quick access without having to navigate through multiple menus.

The enhanced navigation is highly adaptable, allowing you to focus on the tools and features most important to you.

3. Exploring New Features in the Left Navigation Panel

The updated side navigation panel includes several key enhancements:

Smart Search

Smart Search is now fully integrated into the UI. This powerful tool allows you to:

• Search for items across the system.
• Create new records directly from search results.
• Access detailed documentation and user guides.

Simply click the Smart Search option in the side panel to begin.

Support Access

The support feature now has a dedicated space on the side navigation, making it easier to start a chat with the support team for real-time help.

Account Details

Key account management functions, such as viewing account details, changing passwords, switching organisations, and selecting warehouses, are now easily accessible from the side navigation panel.

These improvements place commonly used features within easy reach, reducing navigation time and improving overall efficiency.

4. Discovering New Pages and Features

The revamped interface introduces several new pages:

• Booking Diary: This new tool provides a detailed scheduling and management solution for your operations.
• Automations Page: This dedicated section allows you to manage automations easily. It displays all automations in a clear data grid, where you can view, edit, create, or delete them as needed.

5. Understanding Data Grid Enhancements

The new interface includes significant improvements to the data grid for better usability:

Unified Dropdowns

Stock line actions are now grouped into a single dropdown menu, making inventory management quicker and more intuitive.

Clean Show Screens

The updated show screens offer a cleaner, more organised layout, making information easier to read and navigate.

6. Noticing UI Design Changes

In addition to functional improvements, the new design enhances visual clarity and usability:

Relocated Buttons

Buttons have been repositioned for better accessibility. For example, the delete button on the products page has been moved to the top-right corner of the screen, where it is more visible and intuitive to use.

These changes provide a more seamless and enjoyable user experience, aiming to simplify and modernise the Clarus WMS interface.

7. Navigating Loads Section Updates

The loading process in Clarus WMS has received key updates to improve usability and streamline task management. While the core linking to picklists remains the same, several changes in display and functionality make the system more intuitive and efficient.

Updated Display and Action Buttons

Action buttons are now conveniently located in the top-right corner of the screen. These include:

• Dispatch Load
• Re-open Load
• Print Notes
• Load Drop Manifest
• History

This repositioning ensures quick access to critical actions.

Datagrid Task Management

A significant improvement is the inclusion of a datagrid for managing tasks directly on the load screen. This means you no longer need to open separate tabs to find load tasks. You can now easily view and manage available tasks within the same interface, improving efficiency.

Reorganised Panels

The load screen now has a redesigned layout:

• The General Tab is shown as the top panel, giving you an immediate overview of general load details.
• The Information Panel is just below the General Tab, offering additional load-specific insights.

This reorganisation ensures that critical details are always visible and logically arranged.

Conditional Display of the Dispatch Panel

The Dispatch Panel will only appear in the top-right corner when the load is in the correct status. If the load is not in the appropriate status, the Dispatch Panel will not be visible. This ensures you only access dispatch functions when they are valid and actionable.

Automatic Updates for Load Amendments

Adjustments to the load are now automatically saved, simplifying the process. However, changes made in the General Tab still require you to click ""Save"" to confirm them.

Load Closure and Dispatch Availability

WARNING: A load must be closed before the dispatch functionality becomes available. This rule ensures all necessary steps and validations are completed before dispatch.

Enforcing Matching Drops

New options for enforcing validation on drop linking have been introduced:

1. No Validation: You can link orders and delivery addresses freely, without restrictions.
2. Enforce Delivery Address: Only links via delivery addresses are allowed.
3. Enforce Sales Order Drops: Drops can only be specified using sales orders.

These validation options allow for greater control and accuracy in managing delivery processes.

Tracking Load Drop Progress

A new feature, Load Drop Progress, has been added for improved monitoring. You can enable this option via the Column Manager. It displays the progress of load drops directly on the load screen, providing real-time visibility and improving task tracking.

FAQs

How do I switch to the new Clarus WMS interface?

Navigate to your account details in the top-right corner of the current (old) interface and click the button to opt into the updated design.

Where can I find Smart Search in the new UI?

Smart Search is now a fully integrated feature within the UI, accessible by clicking the Smart Search option in the side panel.

Where can I find support in the new UI?

The support feature now has a dedicated space on the side navigation panel, making it easier to initiate a chat with the support team.

Can I customise the navigation in the new UI?

Yes, you can personalise your workspace by favouriting frequently accessed pages and critical settings, which will appear at the top of the navigation.

What are the new pages available in the redesigned interface?

The new pages include the Booking Diary, a detailed scheduling and management tool, and the Automations Page, a dedicated section for managing automations.

Are changes to loads automatically saved in the new UI?

Most adjustments to the load are automatically saved. However, changes made in the General Tab still require the ""Save"" action to be confirmed.

When does the Dispatch Panel appear on the load screen?

The Dispatch Panel will only appear in the top-right corner when the load reaches the correct status.

Do I need to close a load before dispatching it?

Yes