Users Module – Overview, Add, & Remove Users

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How to Add New Users Select the “Users” module.   Select “+ Add” to add a new user.  Add Name and Email of the new user. Select the user type.  Select “Save.” If a user needs to be deleted, select the trash can.  User Access Table: User Access Setup Admin Quality Control (QC) Production Shipping & […]

SOP Module – Overview

Select the “SOPs” module.   Select “+ Add SOP” to add a new SOP.  Upload SOP from your desktop. Edit name if necessary. Select “Save.”  Action column: Edit – use to add or change name or source for SOP Delete – to delete the SOP

Inventory Module – Assigning Locations

First Method of Assigning Locations – (With the Move Button) Select the “Inventory” module. Connect your scanner to your tablet using Bluetooth. Select “Move.” Select the lot bar, then scan the lot label. Select the location bar, then scan the location label. Enter the quantity moved. Repeat step 5 until all locations for the lot […]

Inventory Module – Editing or Removing Assigned Locations

Editing or Removing Assigned Locations Select the “Inventory” module. Connect your scanner to your tablet using Bluetooth. Search for your constituent by SKU or Name. Select the “+” to enhance the view. Using the unique ID, locate the lot you’re editing and enhance that lot. Scroll down and to the right. Select the drop-down arrow: […]

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 […]