What is Idencia OneSource Gateway?

Understand what Idencia OneSource Gateway is

Introduction

The Idencia OneSource Gateway is a user-friendly web-based application designed for setting up your Idencia system, managing Projects, monitoring production status, and editing existing Items. The Gateway offers a range of functions to streamline your workflow, including:

1. Setting Up Idencia OneSource
2. Creating and Managing Projects and Shipments
3. Viewing Reports
4. Managing Existing Items

Understanding the Menu of OneSource Gateway

Let's delve into the primary components of Idencia that work together seamlessly to help you track and manage all product-related information.

Dashboard

These help you discover insights to your production. Dashboards are customized to show you graphs, charts, tables, images and more based on the data you collect on Idencia OneSource Connect.

Items

These are the products you create, and Idencia allows you to identify and document details about each item.

Projects

This enables the creation and management of custom Items and Shipments for a specific project. By defining Custom Item Types through a simple spreadsheet import, you can streamline the creation of Project Items and manage shipments efficiently. Keep track of production and shipment statuses for your Project Items.

Reports

Idencia boasts robust reporting capabilities, offering standard Reports initially and the option to create Custom Reports through our Customization team for tailored insights. Reach out to support@idencia.com for more details on custom reports.

Shipments

Create Shipments that contain the exact Items you want to ship. Mobile app users will then be able to see which serial numbers and Item types they need to add to a shipment and be able to scan and associate that those Items are being shipped.

Documents

This is where you can upload and store PDF documents for users to access on the Idencia OneSource Connect mobile app.

Setup

Contains the menu options to customize Item Types, Custom Properties, Processes, Users and Customers.

Item Type

Each Item is categorized by an Item Type, serving as a template that determines the associated Process and Custom Property values. Item Types are commonly used for defining stock items.

Custom Properties

These placeholders store information linked to an Item or Item Type, with some applying universally and others being specific to certain Items. Values for Item Custom Properties are input during a Process Step, while Item Type Custom Properties are set during creation or editing of the Item Type.

Processes

A Process consists of Steps organized into Phases, which are used to gather necessary information via the Idencia OneSource Connect mobile app. Data collection pauses at the end of each Phase, allowing for a smooth transition to the next Phase or a different Item.

Users

This is where you will manage your users. Each user much have an active email address in order to create an account with Idencia OneSource. Access levels are also controlled here.

Customers

Add your Customers here to manage them in your system. Assign them to Projects and Shipments to keep everything associated together. Helpful to create useful Reports that display data based on your customers.

Integration

Any integration you purchase with your Idencia OneSource subscription will be found under this menu item. In the integration menu, you will be able to access and control all features included with that integration.