Section 5: Navigating The Web App

Introduction

The CloudBox web app is your all-in-one control center for managing inventory, monitoring automations, and customizing alerts across your operation. Whether you’re overseeing a single facility or multiple locations, the web platform provides full visibility and real-time control over your entire inventory network.

Step-by-Step Tutorial

  • Dashboard Overview
    • When you first log in, you’ll land on the Dashboard tab.
    • Here, you’ll see live analytics and key performance metrics showing how your inventory is performing across your organization.
    • Visual graphs display recent activity, stock trends, and system alerts for quick insight.
  • Containers Tab
    • The Containers section gives you full access to every active container in your system.
    • Click any container to edit its stored inventory information, view historical data, or check usage trends.
    • You can set custom alerts by clicking the three dots on a container and selecting “Set Alerts.”
  • Setting Alerts
    • CloudBox provides three main alert types:
      • Weight and Unit Thresholds: Define minimum or maximum values to trigger alerts when inventory levels rise above or fall below set limits.
      • Anti-Theft Alerts: Integrated with your POS or ERP systems, these alerts notify you when items are removed but not registered as sold—helping detect potential shrinkage or process errors.
      • Unit Deviation Alerts: Triggered when a specific SKU or item is found in the wrong container, maintaining data accuracy and proper item tracking.
  • Third-Party Integrations
    • For systems like METRC, BioTrack, or other ERPs, you can update tracking IDs directly from the Containers tab by right-clicking a container and selecting “Edit Tracking ID.”
    • While this can be done on the web platform, we recommend performing integration updates through the mobile app for faster syncing and ease of use.
  • Rooms Tab
    • The Rooms section is where you can build and manage custom automations tied to specific locations or workflows.
    • “Rooms” don’t have to represent physical rooms. They can be zones within a warehouse, specific shelves, racks, any custom-defined area or simply just a name for a workflow automation.
    • When performing inventory cycle counts, selecting a room automatically activates its linked automations, streamlining data capture and operational tracking across your supply chain.

    • Helpful Tips & Tricks

    • Use the Dashboard daily to monitor real-time analytics and spot unusual trends early.
    • Combine weight and unit threshold alerts for more precise control over sensitive or high-value items.
    • Regularly review anti-theft alerts to ensure POS or ERP integrations are syncing correctly.
    • Use Rooms strategically to represent workflow areas like “Packaging,” “Receiving,” or “Fulfillment” for easier automation tracking.
    • Update tracking IDs in the mobile app whenever possible to simplify integration management.
    • Export reports from the web app periodically to create a local record of container activity and inventory audit data.

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