SAASInventory

Utilities & Settings

The Utilities menu gives you tools for troubleshooting and maintenance. Settings has three buttons for managing cache and test functions. Audit Trail is in the Reports menu.

Quick Reference

SectionItems
Utilities menuUnsent Transactions, Error Log, Pending Transactions, Logout
Reports menuAudit Trail
SettingsTest Signature, Reset Cache, Clear Transactions
Context panelHome, Warehouse, Settings, Pending TX, Reload, Logout

Settings

Open Settings from the right slide-out context panel. There are three buttons:

ButtonWhat It Does
Test SignatureOpens a signature test pad
Reset CacheClears the local data cache. Pending transactions are kept.
Clear TransactionsRemoves all pending transactions. The cache is kept.

Use Reset Cache when inventory or location data looks out of date but you still have pending transactions to submit. Use Clear Transactions to discard queued work you no longer need.

Cache Management

The app stores a local copy of inventory, locations, and other data. This is the cache. Searches run against the cache, not the server directly.

The cache is per-warehouse. When you switch warehouses, the cache reloads for the new warehouse.

When the cache refreshes automatically

  • You log in
  • You change warehouses
  • A scanned item or location is not found (the app retries after refreshing)

How to refresh manually

Reset Cache (Settings) - Clears the cache and reloads data from the server. Pending transactions are not affected.

Reload (context panel) - Clears the cache and reloads everything, including pending transactions. Use this when data seems wrong and you have nothing pending to keep.

Reload

Reload is in the right slide-out context panel. It clears all caches and fetches fresh data from the server. It also clears pending transactions.

Use Reload when inventory, locations, or item data looks stale and you have no pending transactions to keep. If you have pending work, use Reset Cache from Settings instead.

Error Log

Go to Utilities > Error Log to see server-side errors logged by the app.

Each entry shows:

  • Date
  • Label
  • Code
  • Description
  • Source
  • File
  • Command

Below the error list, a “Client Data” section shows your local cache info: driver (IndexedDB), cache size, and mode (Standard).

A Download Log link is available at the bottom of the page. If you need to report an issue to your administrator, download the log and send it along.

Audit Trail

Audit Trail is in the Reports menu, not Utilities.

Go to Reports > Audit Trail to see a history of transactions performed in the mobile app.

Use the date range dropdown to filter results:

  • Past 24 Hours
  • Past 3 Days (default)
  • Past Week
  • Past 2 Weeks
  • Past Month

Each entry shows the item number, units, transaction type, date, from location, to location, and object type. Use the search box to find a specific item or location. Use Previous and Next to page through results.

Unsent Transactions

Go to Utilities > Unsent Transactions to see transactions that failed to reach the server.

The screen shows a simple list with a search box. If a transaction appears here, it did not save to the server. Review the Error Log to find out why, then correct and resubmit from Pending Transactions if needed.

Context Panel

Swipe from the right edge of the screen to open the context panel. It contains:

ItemPurpose
HomeReturn to the main menu
WarehouseSwitch to a different warehouse
SettingsOpen Settings (Test Signature, Reset Cache, Clear Transactions)
Pending TXOpen Pending Transactions (badge shows count of queued items)
ReloadClear all caches and pending transactions, reload fresh data
LogoutSign out of the app

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