MMRs Module – How to Create an MMR
Select the “MMRs” module. Select the “+ Add.” Search and sort for the Form Builder template being used for this MMR. Select the Template. Select “Continue.” Navigate to the Formula step. Select Formula bar. Search for a formula. Select the formula. Press “Add.” Enter a product name. Select the customer bar. Search for a customer. […]
MMRs Module – Overview
Overview: MMRs are required for batches. For MMRs to be used they need a form builder template and a locked formula. Select the “MMRs” module. Search and filter for MMRs by Name. Select “+ Add” to create a new MMR. Action column: Lock/Unlocking Unlocking MMRs allows them to be archived and makes them unavailable for […]
Dashboard Module – Overview
Overview: The process for downloading Received, In Stock, and Shipments is the same.
Formula Module – How to Edit a Formula
Formula Module – How to Create a Formula
Select the “Formula” module. Select the “Add” button at the top right of the screen. Enter the Formula Name and Product Number. Customers & Produces (PD#) Customers – Search and select the customer that this formula is for. If it’s more generic and not customer-specific, select “Stock Product” or nothing at all. Once located and […]
Formulas Module – Overview
Select the “Formula” module. “+ Add” is where all new formulas are created. In the next section, we’ll go over how to use it. Sort by Product #, SKU, or Name. Locked – Once a formula is locked, it is accessible to MMRs. You can lock and unlock as needed. Actions: Lock/unlock […]
Brands Module – How to Add Brands
1. Select the “Brands” module. 2. Select “+ Add” to add a new brand. 3. Enter brand name and website link. 4. Select “Add.” 5. Select the dropdown arrow to edit or archive a brand.
Supplier Module – How to Add to your Supplier List
Enter the name and email of the supplier. Select “Save.”
Customer Module – How to Add Customers in OmniBlocks®
Use the action menu to: View customer details Edit customer information Delete a customer