CLOUDconnect Tutorial

Welcome to the CLOUDconnect client portal tutorial!

The goal of this tutorial is to help you gain familiarity with our client portal so that you can more easily do things you want to do.

Login

The first and most important thing for you to do is to login to your account.

To login to your account, you will need to navigate to the CLOUDconnect client portal and enter your username and password.

Note: Make sure that the website address starts with https:// before warehousecloudconnect.com. If it does not, you will not be taken to the CLOUDconnect client portal to login. For example, if your internet browser’s address bar says http://warehousecloudconnect.com, this is incorrect, as the address is to http:// and not to https://

  • Enter the username and password provided by ADLI Logistics in the corresponding fields and press the Log In button.

Tip: Click the  to the left of “Remember Username?” for your browser to save your username in the username field. This will prevent you from having to type it in the next time you use the CLOUDconnect client portal.

If you do not have an account or want to make some changes, notify us via the CSR email address.

Page Size

The CLOUDconnect client portal, by default, displays 10 rows of a table per page. This can be tedious for you when you want to review your Inbound, Outbound, Parts, and/or Inventory tabs. To change this you will need to change the selection in the Page Size dropdown list. To do this you must:

  1. Click the dropdown list to the right of Page Size.
  2. Select the desired rows per page want displayed.

Where is Page Size?

You can find the Page Size dropdown list to the left of the Column Chooser button, near the bottom right of the screen.

Note: You will find the Page Size dropdown list in same location, regardless of the tab that you are viewing. The only exception is when you change the Page Size to 100, for example, as you will need to scroll farther down to locate it.

How many rows can I display on one page?

You can display as many rows as all rows of data on one page, if you want.

Number of Rows per page
10
25
50
100
ALL

Note: Choosing more rows to display per page will increase the time it takes for the page to load. This is more noticeable when selecting to view 100 rows or all rows on one page.

Filter Data

By default, the ways in which you can filter your data is stowed away to keep your default table layout clean and to prevent it from being overcrowded. Each tab in the client portal has a default layout. For example, the Inventory tab’s table is set up to have the Customer, Part Number, Lot, Part Description, Quantity, UOM, and Item Number columns visible.

To change the default table columns to what suits your task, you will need to use the Column Chooser feature. Whether you want to add or remove columns, the Column Chooser is the way you do it.

Column Chooser

What is the Column Chooser?

The Column Chooser is a feature within the CloudConnect client portal that serves as a way to view the information you want to view and hide the rest. It is basically a junk drawer for possible column headers that you can add to a table. That is to say that your data will not be filtered by anything that is in the Column Chooser drawer.

Column Chooser is compatible with all major Internet browsers, except for Microsoft Edge. However, Mozilla Firefox provides the best experience when working with CloudConnect’s Column Chooser feature. This is why ADLI Logistics recommends you use Firefox as your chosen browser when using CloudConnect.

Where is the Column Chooser?

The Column Chooser is located in the same place for every tab, whether you are looking at your inventory or parts: near the bottom right of the table, beside the Page Size dropdown list and the Restore Layout button.

 

Using Column Chooser to Sort and Filter Data

Sometimes the default columns are not what you are looking for. CloudConnect allows for easy manipulation of a table through the Column Chooser feature, whether you want to add or remove column headers.

Add Column to Table

To add a column to a table:

  1. Click the Column Chooser button, near the lower-right of the table. The Column Chooser drawer will display with many options by which the table can be sorted.
  2. Drag the column heading you would like to add to the table.

Remove Column from Table

To remove a column from a table:

  1. Click the Column Chooser button. The Column Chooser drawer will display with many options by which you can sort the table you are viewing.
  2. Drag the column heading you want to remove from the table to the Column Chooser drawer.

Searching

If you want to search for something in specific that pertains to a column, enter what you are searching for in the text box below the column header. For example, if you want to filter for “fakepartnumber”, you would enter that into the text field below the “Part Number” column.

This search functionality is present across all tables in CloudConnect.

Two Methods of Clearing a Filter Search

As you can see in the above example, a filter is set up to search for anything in the Customer column that matches Vandelay in the column search text box. To clear this data, you could either:

Clear Filter

  1. Click Clear in the lower-right of the table.

Result: The filter in the lower-left of the table is removed and all data is show in the table.

Clear Filter Temporarily

  1. Uncheck the check box in the lower-left of the table.

Result: The filter remains at the lower-left of the table, but is not applied to the table until the check box is checked again.

Restore Layout

You’ve played around with filters and you did something you didn’t want to do or you’re done looking at the filters you set up. Instead of manually placing the filters back to the column chooser to go back to the default columns layout, you can just press the  button.

Export Data

Sometimes you want to download the data in the CloudConnect client portal onto your computer to manipulate the data how you see fit and to represent that data with charts, graphs, or other visual aids. To do this, you will need to select a format to export the data to and then press the export button.

Exporting your data

  1. Click the dropdown list to the right of Format: near the lower-left corner of the screen.
  2. Select the preferred file type and click the Export Grid button.

Note: Exporting your CloudConnect client portal table data to a given file will export all data from all pages, rather than the visible page. For example, if you are viewing one page that now shows 100 rows, since you changed the Page Size, but have 199 other pages that you are not viewing, pressing export will export all 200 pages, rather than just the 100 rows you can see.

Inventory

View Inventory

By default, when you log in to your account the Inventory tab is displayed. The items displayed in the Inventory table are all of your SKUs that are presently in stock in at least one of ADLI Logistics’ warehouses.

The default columns are Customer, Part Number, Lot, Part Description, Quantity, UOM, and Item Number. You can add or remove columns by which to sort your data by using the Column Chooser feature.

The default number of rows for this table is 10. You can change the amount of rows shown per page by selecting a different option in the Page Size dropdown list.

Inbound

View Inbound Orders

The items displayed in the Inbound table are all of the orders that are presently in transit to one of ADLI Logistics’ warehouses.

The default columns are Customer, PO #, Customer SO #, Address, Order Date, Planned Date, Expected Date, Received Date, and Status. You can add or remove columns by which to sort your data by using the Column Chooser feature.

The default number of rows for this table is 10. You can change the amount of rows shown per page by selecting a different option in the Page Size dropdown list.

Check Receipts

The items displayed in the Receipts tab are all of the orders that ADLI Logistics has received at one of our warehouses.

By default, the column headers in the table are:

  • Customer;
  • Load #;
  • Date;
  • Skid Qty;
  • Received Date; and
  • a column for images to view.

Place New Inbound Order

Placing a new Inbound order will alert ADLI Logistics of an incoming shipment to one of our warehouses.

While in the Inbound New Order tab:

  1. Fill in all fields, making sure to click the dropdown arrow to help fill in fields with a date picker or previously used information, such as Ship Method or Bill To Address.

Important: If your SKUs are lot controlled, do not forget to include a lot #. If you do not enter a lot number, we will not receive the order.

  1. Click Submit Order if everything is correct and you want ADLI Logistics to receive the order.
    1. Optional: If you do not want to Submit Order, then click Save Order to save the order for later but not submit it to ADLI Logistics;
    2. Optional: If you do not want to Submit Order, then click Close (No Save) to exit the New Order tab and clear everything you’ve entered into the New Order fields.

Outbound

View Outbound Orders

The items displayed in the Outbound table are all of the orders that are presently in transit from one of ADLI Logistics’ warehouses to its destination.

The default columns are Customer, PO #, Customer SO #, Address, Order Date, Planned Date, Expected Date, Received Date, and Status. You can add or remove columns by which to sort your data by using the Column Chooser feature.

The default number of rows for this table is 10. You can change the amount of rows shown per page by selecting a different option in the Page Size dropdown list.

Shipments

The Shipments tab displays, by default, the weight, UOM, Skid Quantity, Prov/State, City, Address, Ship Date, and an image (if provided) of a given outbound order. If you want to revert to the default column headers, you must click Restore Layout.

There is no Tracking # in the Shipments default table, but can be added using the Column Chooser.

The default number of rows for this table is 10. You can change the amount of rows shown per page by selecting a different option in the Page Size dropdown list.

Shipping Detail List

The Outbound Shipping Detail List is the best way to get a quick overview of all of your shipments. Here you can easily see the following details about all of your outbound orders.

The default column headers are:

  • SO #
  • SR #
  • Ship Date
  • Status
  • Ship Method
  • Order Status
  • Part Number
  • Part Description
  • Item Number
  • Lot
  • Part UOM
  • Shipped Qty
  • Lot Customer
  • Lot Note
  • Part Class
  • Part Sub Class
  • Pallet Qty

However, you can add or remove any of these default column headers by using the Column Chooser feature located in the lower-right of the table. Once you are satisfied with the column headers present in your table, you can begin to search for specific data within a column to start filtering your data.

Place New Outbound Order

Placing a new Outbound order will have ADLI Logistics ship an order from one of our warehouses to your destination of choice. Any and all data (part #, lot #, etc.) is pulled directly from our system. If it is not in our system, you will not be able to place an order for it. Additionally, it is recommended that you open a second tab in your internet browser to browse your on-hand inventory, as all parts and lots in the system will be available to order, even if not currently in inventory.

While in the Outbound New Order tab:

  1. Fill in all fields, making sure to click the dropdown arrow to help fill in fields with a date picker or previously used information, such as Ship Method or Ship To Address.

Important: If your SKUs are lot controlled, do not forget to include a lot #. If you do not enter a lot number, we will not receive the order.

  1. Click Submit Order if everything is correct and you want ADLI Logistics to receive the order.
    1. Optional: If you do not want to Submit Order, then click Save Order to save the order for later but not submit it to ADLI Logistics;
    2. Optional: If you do not want to Submit Order, then click Close (No Save) to exit the New Order tab and clear everything you’ve entered into the New Order fields.

Parts

The Parts tab will list all of the SKUs we have in our system. This does not necessarily mean that we have these SKUs in stock, but that you can send us more of these SKUs via the client portal.

You cannot send us any SKU that is not in the CLOUDconnect system. You may choose to add a SKU, however, and then that SKU will appear in the Parts tab.

Add a SKU

You cannot create a new SKU in CLOUDconnect. To do so, email the CSR email address with the following information:

  • SKU
  • description
  • Unit of measure (each, pail, drum, carton, etc.)
  • net weight (specify kg or lb)
  • gross weight (specify kg or lb)
  • how many of the unit of measure it in a carton (e.g., if UoM=eaches, how many eaches are inside a single carton? if UoM = carton, ignore this)
  • how many of the unit of measure fit on a full skid (e.g., if UoM is pail, how many pails on a skid? If UoM=each, how many eaches on a full skid?)
  • Attach an SDS
ADLI logistics certifications update
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