Warehouse Management Module Overview Volunteer Users

Warehouse Management Warehouse Management ModuleModule

Warehouse Management Warehouse Management ModuleModule

OverviewOverview

Volunteer UsersVolunteer Users

Warehouse Management ModuleWarehouse Management Module

What is the Warehouse Management Module?

The Warehouse Management Module is a secure, online website that allows warehousing organizations to control their inventory in time of disaster. The website captures all pertinent information for product donations to be received and shipped by a warehouse utilized by disaster relief organizations. The Warehouse Management Module is a component of the Aidmatrix Network®.

Contents of Tutorial Receiving Products Shipping Products Overview of Reports Tools

Login PageLogin Page

http://www.aidmatrixnetwork.org/http://www.aidmatrixnetwork.org/warehousewarehouse

View Warehouse View Warehouse name here.name here.

View User View User name here.name here.

HOME PAGEHOME PAGE

- General introduction info- General introduction info

- Text is customized for each - Text is customized for each warehousewarehouse

View Warehouse View Warehouse name here.name here.

Receiving ProductsReceiving Products

Select Receive from the Start Menu


Process for Receiving ProductsProcess for Receiving Products

- Select date the donation was received- Select date the donation was received

- Select Main then Sub Category- Select Main then Sub Category

- Select Unit of Measure & Quantity - Select Unit of Measure & Quantity NOTE: Can be changed using ConversionNOTE: Can be changed using Conversion

- Check Restricted if donation is restricted- Check Restricted if donation is restricted

- Use comments box for any further information - Use comments box for any further information


- Select date the donation was received- Select date the donation was received


- Select Unit of Measure & Quantity - Select Unit of Measure & Quantity NOTE: Can be changed using ConversionNOTE: Can be changed using Conversion


- Use comments box for any further information - Use comments box for any further information


1. Select date the donation was received1. Select date the donation was received

2. Select Main then Sub Category2. Select Main then Sub Category

3. Select Unit of Measure & Quantity 3. Select Unit of Measure & Quantity NOTE: Can be changed using NOTE: Can be changed using ConversionConversion

4. Check Restricted if donation is restricted4. Check Restricted if donation is restricted

5. Use comments box for any further information 5. Use comments box for any further information

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Process for Receiving Process for Receiving ProductsProducts (cont’d) (cont’d)

1. Record Donor Info1. Record Donor Info

2. Record Driver Info2. Record Driver Info

3. Receive more if more 3. Receive more if more from same donor&driverfrom same donor&driver

4. Finalize Donation if 4. Finalize Donation if completecomplete

View transactions and View transactions and print receipts below.print receipts below.

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Shipping ProductsShipping Products

Select Ship from the Start Menu


Process for Shipping ProductsProcess for Shipping Products

- Select date the donation is shipped- Select date the donation is shipped


- Select Unit of Measure & Quantity- Select Unit of Measure & Quantity

- View Remaining Inventory levels for - View Remaining Inventory levels for unrestricted and restricted products unrestricted and restricted products


- Use comments box for any further - Use comments box for any further informationinformation

Process for Shipping ProductsProcess for Shipping Products

1. Select date the donation is shipped1. Select date the donation is shipped

2. Select Main then Sub Category2. Select Main then Sub Category

3. Select Unit of Measure & Quantity3. Select Unit of Measure & Quantity

4. View Remaining Inventory levels for 4. View Remaining Inventory levels for unrestricted and restricted products unrestricted and restricted products

5. Check Restricted if donation is restricted5. Check Restricted if donation is restricted You will need a manager code to ship restricted productsYou will need a manager code to ship restricted products

6. Use comments box for any further 6. Use comments box for any further informationinformation

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Process for Shipping ProductsProcess for Shipping Products (cont’d) (cont’d)

1. Fill in the information for the Recipient 1. Fill in the information for the Recipient OrganizationOrganization

2. Use “Ship More” to ship more than one 2. Use “Ship More” to ship more than one product to the same organizationproduct to the same organization

3. Select “Finalize Shipment” when finished3. Select “Finalize Shipment” when finished

View & Print latest transactions belowView & Print latest transactions below

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Convert ProductsConvert Products

Select Conversion from the Start Menu

Purpose for UOM/Quantity ConversionPurpose for UOM/Quantity Conversion

- Change UOM for one product- Change UOM for one product i.e.: Receive pallets and ship cases i.e.: Receive pallets and ship cases

- Many to one: Build a Kit of different - Many to one: Build a Kit of different productsproducts

- One to Many: Receive bag of assorted - One to Many: Receive bag of assorted products and split products after sortedproducts and split products after sorted


Enter the Quantity Enter the Quantity to convertto convert

Example of a One to One conversion:Example of a One to One conversion:

- Boxes to Each- Boxes to Each

Enter the Quantity Enter the Quantity to convertto convertEnter the Quantity Enter the Quantity to convertto convertEnter the Quantity Enter the Quantity to convert FROMto convert FROM

Select Next when Select Next when ready to move onready to move on

Enter the Quantity Enter the Quantity to convert FROMto convert FROMEnter the Quantity Enter the Quantity to convert FROMto convert FROMEnter the Quantity Enter the Quantity to convert FROMto convert FROMEnter the Quantity Enter the Quantity to convert FROMto convert FROM

Select Next when Select Next when ready to move onready to move onSelect Next when Select Next when ready to move onready to move on

Convert Quantity Convert Quantity on a specific dateon a specific date


Select the Category Select the Category to convert TO to convert TO

same in this scenariosame in this scenarioEnter the UOM & Enter the UOM & Quantity to convert TOQuantity to convert TO

Click “Next” and then Click “Next” and then “Finish” to confirm Conversion “Finish” to confirm Conversion

on the next page on the next page (or “Back” if need to change conversion)(or “Back” if need to change conversion)

Click “Next” and then Click “Next” and then “Finish” to confirm Conversion “Finish” to confirm Conversion

on the next page on the next page (or “Back” if need to change conversion)(or “Back” if need to change conversion)

Search InventorySearch Inventory

Select Search from the Start MenuSelect Search from the Start Menu

- Use Keyword Search to filter inventoryUse Keyword Search to filter inventory

- Sort each column by clicking on the Sort each column by clicking on the header titleheader title

- Select Ship button in the Shipped Select Ship button in the Shipped column to ship specific inventorycolumn to ship specific inventory

Select Search from the Start MenuSelect Search from the Start Menu

- Use Keyword Search to filter inventoryUse Keyword Search to filter inventory

- Sort each column by clicking on the Sort each column by clicking on the header titleheader title

- Select Ship button in the Shipped Select Ship button in the Shipped column to ship specific inventorycolumn to ship specific inventory

-Select “Receive” to go to the Receive Select “Receive” to go to the Receive Products pageProducts page

Reports: Current InventoryReports: Current InventorySelect Current Inventory from the Report MenuSelect Current Inventory from the Report Menu

- Search Inventory by CategorySearch Inventory by Category Click “Go” to start searchClick “Go” to start search

-Create Pick List by checking the box and typing Create Pick List by checking the box and typing in the quantity to be picked from inventoryin the quantity to be picked from inventory

-Export entire Inventory or Pick ListExport entire Inventory or Pick List

Select Current Inventory from the Report MenuSelect Current Inventory from the Report Menu




Select Current Inventory from the Report MenuSelect Current Inventory from the Report Menu




Reports: Daily ReportReports: Daily Report

Select Daily Report from the Report MenuSelect Daily Report from the Report Menu

1. 1. Select a Date for the Report & click UpdateSelect a Date for the Report & click Update

- The report will only include transactions from that dayThe report will only include transactions from that day

- Build a report with all Categories by checking box and Build a report with all Categories by checking box and clicking Update button.clicking Update button.

-Export the Daily Report into an Excel spreadsheetExport the Daily Report into an Excel spreadsheet

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Reports: Transaction SummaryReports: Transaction SummarySelect Transaction Summary from the Report MenuSelect Transaction Summary from the Report Menu

- Search Inventory by Category, ID, and Date Search Inventory by Category, ID, and Date Click “Go” to start searchClick “Go” to start search

- Print Transactions for records or receipts Print Transactions for records or receipts --- Transactions entered together will print together--- Transactions entered together will print together

- Edit certain information for each transactionEdit certain information for each transaction

- Export Transactions and Donor & Recipient InfoExport Transactions and Donor & Recipient Info

Select Transaction Summary from the Report MenuSelect Transaction Summary from the Report Menu














- Export Transactions and Donor or Recipient InfoExport Transactions and Donor or Recipient Info

View CategoriesView Categories

Select Categories List from the Reports Menu

Category Management PageCategory Management Page

- View Category info- View Category info

- Sort by “Main Category”- Sort by “Main Category”

- Sort columns by header- Sort columns by header

- Export entire list to Excel- Export entire list to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to ExcelClick here to Click here to Export to ExcelExport to Excel

Category ManagementCategory Management

ToolsToolsChange Password Contact Us Change Password Contact Us

Warehouse Management ModuleWarehouse Management Module

What is required to use the Warehouse Management Module?

Volunteers need: Access to a Computer with Internet Connection

States need: Willing volunteers Staff willing to attend training Signed MOU Access to a computer with an Internet connection Access to email to monitor status updates Commitment to placing and managing offers through

the system

Warehouse Management PortalWarehouse Management Portal

Thank you!

Aidmatrix Support Contact:

[email protected]

Documents

Warehouse Management Module Overview Volunteer Users