Vorteq Coil Portal

Portal Overview

The Vorteq Coil Quest Portal is a comprehensive web application for managing coil inventory, orders, and production scheduling. This documentation captures the complete interface as of February 2026.

Key Features

• Customer-specific data views
• Multi-stage inventory tracking (6 statuses)
• Order management and tracking
• Coil activity monitoring
• Automated email notifications
• Report scheduling
• Production scheduling
• Administrative controls

Color Coding System

1. Dashboard

The dashboard serves as the landing page and requires customer selection before accessing other features.

Dashboard Features

• Customer Selection: Dropdown menu (cyan background) with searchable customer list
• Customer Format: Customer ID - Company Name (e.g., "AAI - Armour Alloys Inc.")
• Notifications Panel: Important company announcements and updates
• State Management: Selected customer persists across page navigation

Screenshot to capture: Dashboard with customer dropdown opened showing full customer list

2. Inventory Management

Comprehensive inventory tracking across six processing stages with export and email capabilities.

Inventory Header

• Start Shipment Release: Purple button to initiate shipment process
• Export Summary to Excel: Green button for summary export
• Export Summary to PDF: Green button for PDF summary
• Export Details to Excel: Green button for detailed export
• Shipment Release Emails: Orange button to send notifications

Inventory Tabs

Tab 1: Unprocessed (Orange)

Raw materials and incoming inventory not yet processed.

• Columns: Plant, Vorteq Part#, Vorteq Part # Desc, Warehouse, Qty LB
• Filterable columns with dropdown menus
• Sortable by any column

Screenshot to capture: Inventory > Unprocessed tab

Tab 2: Unprocessed (Rejects / Returns) (Purple)

Incoming items that were rejected or returned before processing.

• Same column structure as Unprocessed
• Distinct color coding for visibility

Screenshot to capture: Inventory > Unprocessed (Rejects / Returns) tab

Tab 3: Work In Progress (Green)

Items currently being processed on production lines.

• Additional Columns: Coat Part#, Vorteq Paint, % completion
• Real-time processing status

Screenshot to capture: Inventory > Work In Progress tab

Tab 4: Finished Goods (Blue)

Completed items ready for shipment.

• Columns include final specifications
• Quality control status

Screenshot to capture: Inventory > Finished Goods tab

Tab 5: Processed - Other (Orange)

Items that have been processed but don't fall into standard categories.

Screenshot to capture: Inventory > Processed - Other tab

Tab 6: Processed (Rejects / Returns) (Red/Pink)

Items that were processed but subsequently rejected or returned.

• Includes reason codes
• Links to quality reports

Screenshot to capture: Inventory > Processed (Rejects / Returns) tab

3. Invoices

View and search customer invoices with filtering capabilities.

Invoice Table Columns

• Invoice Number: Unique identifier with sorting
• Number of Pages: Page count
• Sent On: Date with calendar picker
• Job Number: Associated job
• Amount: Invoice total
• Is Paid?: Yes/No radio button filter

Screenshot to capture: Invoices page showing data table

4. Open Orders

Track all open customer orders with comprehensive filtering and export options.

Header Actions

• Export to Excel: Green button
• Export to PDF: Green button
• Coil Allocation Emails: Orange button

Table Columns

• Plant
• Job# (Job Number)
• Alloc# (Allocation Number)
• PO# (Purchase Order Number)
• RLS (Release Status)
• Due Date (calendar picker)
• Cust. Part# (Customer Part Number)
• Part Number
• Description
• Prod Qty (Production Quantity)
• Qty Cmp (Quantity Complete)
• Sales Order
• Ln (Line Number)

Screenshot to capture: Open Orders page with all columns visible

5. Coil Activity

Monitor coil usage, receipts, releases, and allocations with date range filtering.

Date Range Selector

• Start Date field with calendar picker
• End Date field with calendar picker
• Submit button (green) to apply filters

Tab 1: Coil Usage (Orange)

Track actual coil consumption by job.

• Columns: Date Used, Vorteq Part#, Cust Part#, Part Description, Lot#, Mfg Lot#, Weight, Plant Name, Job#, Cust PO#, Qty LB

Screenshot to capture: Coil Activity > Coil Usage tab

Tab 2: Coil Receipts (Purple)

Track incoming coil inventory deliveries.

• Columns: Date Rec, Vorteq Part#, Cust Part#, Part Description, Lot#, Mfg Lot#, Plant Name, Packing Slip, Supplier Name, Mill Order #

Screenshot to capture: Coil Activity > Coil Receipts tab

Tab 3: Shipment Releases (Red/Pink)

View completed and cancelled shipment releases.

• Export to Excel button
• Columns: Reference Num, Company, Ship To Address, User, Plant, Completed On, Is Cancelled, Cancelled On, Cancelled By

Screenshot to capture: Coil Activity > Shipment Releases tab

Tab 4: Coil Allocations (Red/Pink)

Track coil allocation requests and their status.

• Export to Excel button
• Columns: Reference Num, Company, User, Job Num, Plant, Completed On, Is Cancelled, Cancelled On, Cancelled By

Screenshot to capture: Coil Activity > Coil Allocations tab

6. Schedulers

Report Scheduler

Manage automated report generation and distribution.

• User-specific view with dropdown selector
• "Add Report" button (top right)
• Weekly calendar view (Sunday - Saturday)
• Visual scheduling interface
• Current user displayed: Lorentz Hinrichsen

Screenshot to capture: Report Scheduler calendar view

Plant Scheduler

Production line scheduling and planning.

• Plant selection dropdown (cyan background)
• Line selection required
• Production schedule view after selection

Screenshot to capture: Plant Scheduler initial state

7. Administration

Admin Reviews/Allocations

Shipment Releases

• Export to Excel functionality
• Filter by Reference Num, Company, User, Plant, Completion Date, Cancellation Status
• Actions: Edit (blue pencil), PDF (blue document), Cancel (red X)

Screenshot to capture: Administration: Shipment Releases with data

Coil Allocation Requests

• Export to Excel functionality
• Filter by Reference Num, Company, User, Job Num, Plant, Completion Date
• Actions: View (blue eye), PDF (blue document), Cancel (red X)

Screenshot to capture: Administration: Coil Allocation Requests with data

Administration Dropdown Menu

Comprehensive system administration access:

• Customers
• Users
• Account Requests
• Notifications
• AP Check Processing
• Shipping Reports
• Shipment Releases
• Coil Allocation Requests
• Generate Password Reset Links
• Email Logs
• Documentation
• Wave EDI
• Invoice Upload
• Paintline backups
• Inventory Type - Paint Codes

Customers Administration

• Add Button: Create new customer (green)
• Bulk Assign Invoicing Emails: Mass email assignment
• Bulk Assign Order Acknowledgement Emails: Mass email assignment
• Export to Excel: Export customer list
• Columns: Customer ID, Name, Inactive status, Email addresses, In Use indicator, Edit action

Screenshot to capture: Administration: Customers with full data table

8. Help & Support Documentation

Comprehensive user documentation organized by functional area.

Documentation Sections

Account

• How To Log In/Out

Admin

• Customers
• Users
• Account Requests
• Notifications
• AP Check Processing
• Shipment Releases
• Password Reset Links
• Email Logs
• Documentation
• Wave EDI
• Invoice Upload

Coil Activity

• Coil Activity Overview
• Coil Usage
• Coil Receipts
• Shipment Releases

Dashboard

• Recent Production
• Recent Shipments
• How to view notifications

Inventory

• Inventory Overview
• Additional inventory topics

Screenshot to capture: Help page showing all documentation sections

How to Capture Screenshots

To create your own screenshot library:

1. Navigate to the portal: https://portal.vorteqcoil.com/quest/dashboard
2. Log in with your credentials
3. Select a customer from the dropdown
4. Use browser screenshot tools:
   • Mac: Cmd + Shift + 4 (select area) or Cmd + Shift + 5 (screenshot tool)
   • Windows: Windows + Shift + S
   • Chrome: Right-click > "Capture Screenshot" (in DevTools)
   • Firefox: Right-click > "Take a Screenshot"
5. Name your files systematically:
   • 01-dashboard-customer-selection.png
   • 02-inventory-unprocessed.png
   • 03-inventory-unprocessed-rejects.png
   • 04-inventory-work-in-progress.png
   • 05-inventory-finished-goods.png
   • 06-inventory-processed-other.png
   • 07-inventory-processed-rejects.png
   • 08-invoices.png
   • 09-open-orders.png
   • 10-coil-activity-usage.png
   • 11-coil-activity-receipts.png
   • 12-coil-activity-shipment-releases.png
   • 13-coil-activity-allocations.png
   • 14-report-scheduler.png
   • 15-plant-scheduler.png
   • 16-admin-shipment-releases.png
   • 17-admin-coil-allocation-requests.png
   • 18-admin-customers.png
   • 19-help.png
6. Save all files to a dedicated folder for reference

Modernization Recommendations

High Priority

• Responsive design for mobile/tablet access
• Real-time data updates (WebSockets)
• Enhanced search and filtering
• Dashboard analytics with charts
• Accessibility compliance (WCAG 2.1)

UI/UX Improvements

• Inline editing for quick updates
• Drag-and-drop file uploads
• Interactive charts for data visualization
• Contextual help tooltips
• Keyboard shortcuts for power users

Technical Enhancements

• API-first architecture
• Progressive Web App (PWA) capabilities
• Offline mode support
• Advanced caching strategies
• Micro-frontend architecture

Quick Links