Inventory Module – Ordering & Editing Orders
Overview: This section is dedicated to understanding how to order inventory. Ordering Select the inventory module. Filter by constituent’s tab. Searching by SKU, or Name. Select “Order.” Fill out the information below in detail: Date – enter today’s date Enter the expected arrival date (optional) Amount Ordered – Enter the quantity ordered and the unit […]
Inventory Module – Adding & Editing SKUs
Overview: SKUs (Stock Keeping Units) are a distinct type of inventory item that is used to distinguish from other inventory types. How to Add a New SKU Select the “Inventory” module. Select the “+ SKU.” Enter the name of this item. Category Group – SKU Prefix For ingredients: “IN# Ingredients” For packaging components, find and […]
Inventory Module – Overview
Categories and Main Table Select the “Inventory” module. Select “+ SKU” to add new inventory items. Move – Used to assign constituent locations in two scans. There are five tabs: All – Simply shows you everything in inventory Ingredients – Only consumable materials (powders, liquids, etc) Components – Only packaging materials (boxes, bottles, etc) Products […]
Statements Module – Shipments
Select the “Statements” module. Select the “Shipments” tab. Search for shipments by Customer PO#. Click: Select the “+” button to reveal Batch #, PD#, Unique ID, Name, and Quantity Select the “-” to minimize Select the document box to view the shipping record. View all updates by user for the shipping record.
Statements Module – Archived Inventory
Select the “Statements” module. Select the “Archived Inventory” tab. Search for archived inventory by Unique ID, SKU, or Name. Select the document box to view the archived inventory document. View all updates by users for the archived Inventory.
Statements Modules – Production Records
Select the “Statements” module Select the “Production Records” tab. Attachment Column: View MBR – Master Batch Record View Audit Log – See all updates by users for the Production Record View CoA – Certification of Analysis by the supplier. Upload File: Upload additional documents to the Production Record file. An additional way to view the […]
Statements Modules – MMRs
Select the “Statements” modules. Select the “MMRs” tab. Select the document box to view MMR. Upload File: Upload – Upload additional documents to the statement file View Attachment(s) – View uploaded documents View all updates by users for the MMR.
Purchase Orders Module – How to Close Shipments
Select the “Purchase Order” module. Select the “Complete” filter to view all items that have been scheduled to ship. Find the PO that you are going to close. Press the down-arrow under the “Actions” column for that PO. Then select “Set Status.” Select “Shipped.” This will close out and automatically archive this shipment.
Purchase Orders Module – How to Ship Sales Orders
Select the “Purchase Order” module. Find PO by PO#, customer, product(s), or customer PO#. Select the drop-down arrow and then select “Set Status.” Select “Prepare Shipment (Complete).” Select “Add.” NOTE: All progress can be saved and continued later. Take a moment and locate the “Save” button at the bottom of the screen. Select “+ Add […]
Purchase Orders Module – How to Archive Purchase Orders
Overview: This task is for canceled POs that need to be Archived. Select the “Purchase Orders” module. Select the “Complete” filter. Search and sort for your PO by PO#, Customer, Product(s), or Customer PO#. Click the dropdown arrow and select “Archive.”