Requisi'ons – Tutorial This document describes how to create and interact with Requisi'ons
Create Requisi'ons & Pick-‐lists from any Web Enabled Device • iPad, Android, Windows, Blackberry• iPhone, PDA, Blackberry• Any PC – Windows, Mac, Firefox, Chrome, Safari, I.E.
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H o m e
Customize
Orders
Issue/Order
Scan items and create orders
Manage Orders
View/Receive prior orders
Create Requisiti ...
Create Requisition
Assets
Manage Assets
Manage your asset database ofcheckin/checkout inventory
Track Assets
Check In/Check Out Items
Products
Item Database
Edit Product Database
Print Labels
Print Barcode Labels
Inventory
Manage your product inventory
Reports
Usage Report
Create Order Reports
Inventory Transf ...
Create Inventory Transfer Reports
Work Order Repo ...
Create Work Order Reports
Onhand Changes
Create Onhand Exception Reports
Settings
Employees
Edit Employee Settings
Work Orders
Edit Work Order Settings
Locations
Edit Location Settings
Suppliers
Edit Suppliers
Users
Create & Edit User IDs
General
View Settings
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Create New Requisition
Manage Requisitions
Scan Pick List
Create New RFQ
Manage RFQs
Issue/Order
Manage Orders
Receive Order
Bulk/FOB Order Entry
1. Create New Requisi'on” from the drop down as shown2. Select from a “Custom” Menu BuQon (See Customize Home Screen -‐ Tutorial) 3. limiteEmployees with d privileges may only be able to access & view the Requisi'on Screen
(see next page)
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Crea'ng Requisi'ons Welcome admin [Logout]
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E d i t R e q u i s i t i o n D e t a i l s
Requisition Header (304) Actions...
REQ ID 304 Status Draft
Created By admin 1/6/2013 4:28:54 PM Approved
Requisitioner Name Jeff Palmer REQ Number 304
Requisitioner Phone 916-555-1212 Delivery Due Date
Requisitioner Email [email protected] Send To admin
Ship To Akron - 951 Center Street, Akron, OH, 48516, Update
Add Item Location Jacksonville Enter Non-stock Search Product
Job ->
Machine No ->
Item Enter
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All Fields Auto-‐fill by
User
Select approval rou'ng
• Enter the item directly• Search local database• Search reference databases• Enter item on-‐the-‐fly
Select
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Requisi'on from Database Item
1. Select
Search
Search Result
2. Search Supplier DB
3. Choose
Any number of Items may be added
to cart Mouse over spyglass to view real-‐'me inventory status
4. Select
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Location Akron
Quantity 1
Database Search
Private Database valve All Words Search
|< < Page: 2/4 > >| Show Images
Action Manufacturer Barcode Item # Description Pkg Price
780040 780040 high pressure 3/8" valves 1 0.00
0 1-837-21192 1-837-21192 LOC-LINE 2 MALE NPT VALVES1/4in 1 0.00
0 1-837-21193 1-837-21193 LOC-LINE 2 FEMALE NPT VALVES1/4in 1 0.00
0 1-837-21194 1-837-21194 LOC-LINE 2 IN-LINE VALVES1/4in 1 0.00
0 1-837-32094 1-837-32094 LOC-LINE 2 IN-LINE VALVES1/2in 1 0.00
31INCORPORATED 0423576 0423576 X-TRA SEAL TR414 1-1/2" Valve
w/Chrome Sleeve & Hex Cap 50 0.00
31INCORPORATED 5121838 5121838 17-491E Chrome Standard Valve
Cap w/Seal 100 0.00
31INCORPORATED 5121841 5121841 17-579 V2B Chrome Flo-Thru
Valve Cap 50 0.00
ARO 118597-002 118597-002 SPOOL KIT FOR REPAIR OFA212PD 4WAY ALPHA VALVE 1 23.00
ARO FLUIDPOWER 202-C 202-C SWITCH AIR CONTROL VALVE
LOW PRESSURE 1/8INCH NPT 1 25.90
EFD 156303 156303 VALVE, AIR PRESSURE, 70PSI,4.6 BAR 1 0.00
EFD 156708 156708 VALVE, AIR PRESSURE, 70PSI,4.8 BAR 1 0.00
FASTENAL 02-2000-07 02-2000-07 VALVE,AIR,BRASS,WILDEN PUMP 1 0.00
FASTENAL 031SA4004 031SA4004 VALVE, SOLENOID, 24 V DC,NUMATICS 1 0.00
FASTENAL 031SA441C 031SA441C VALVE,SOLENOID,120V,1/8NPT 1 63.26
FASTENAL 12FS3C2348ACF 12FS3C2348ACF VALVE, SOLENOID 1 0.00
FASTENAL 12FS3C2348KCFR 12FS3C2348KCFR VALVE, SOLENOID 1 0.00
FASTENAL 16F24C2140AAF 16F24C2140AAF VALVE, SOLENOID 1 0.00
FASTENAL 209-2-C 209-2-C VALVE,3WAY,AIR 1 0.00
FESTO 159448 159448 VALVE, PNEUMATIC, MT2H-5/3G-4,0-S-VI-B 1 183.50
62 items
QuickView
Barcode Quantity
3147412 12
Inventory Levels
Location OnHand OnOrderAkron 48 0
Item selected from Local Inventory
Mouse over spyglass to view real-‐'me inventory status
Select
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E d i t R e q u i s i t i o n D e t a i l s
Requisition Header (307) Send Req Actions...
Add Item Location Akron Enter Non-stock Search Product
Product Description
Item # Barcode
Manufacturer Quantity 7
Description 9 inch Left Hand Widgits
Price
Supplier <Not Set>
Ordered ByOrder Date
Add Cancel
Requisition Details Total: $0.00
Page: 1/1 Show Status Page Length 20 Update
Action Location Barcode Description NS Quantity Issued Price UOM Total Supplier
Akron 5121838 17-491E Chrome Standard Valve Cap w/Seal 30 0 0.00 0.00 Fastenal
Akron 3147412 1/2"-13 x 3-3/8" OAL HSS 3 Flute Bright Finish H3 Spiral Point Plug Tap12 0 0.00 0.00 Fastenal
2 items Update
Comments
Send Req
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Item not found in database
1. Select
2. Enter descrip'on (all thatis required). Item/Barcode is helpful 3. Select
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Requisition Header (307) Send Req Actions...
REQ ID 307 Status Open
Created By admin 1/6/2013 7:39:59 PM Approved admin 1/6/2013 10:13:05 PM
Requisitioner Name Jeff Palmer REQ Number 307
Requisitioner Phone 916-555-1212 Delivery Due Date
Requisitioner Email [email protected] Send To admin
Ship To Akron - 951 Center Street, Akron, OH, 48516, Update
Add Item Location Akron Enter Non-stock Search Product
Item Enter
Requisition Details Total: $0.00
Page: 1/1 Show Status Page Length 20 Update
Action Location Barcode Description NS Quantity Issued Price UOM Total Supplier
Akron S0634931050891482291 9 inch Left Hand Widgits 7 0 0 0.00 0.00 Not assigned
Akron 5121838 17-491E Chrome Standard Valve Cap w/Seal 30 48 0 0.00 0.00 Fastenal
Akron 3147412 1/2"-13 x 3-3/8" OAL HSS 3 Flute Bright Finish H3 Spiral Point Plug Tap12 0 0 0.00 0.00 Fastenal
3 items Update
Comments
Send Req
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Manage Requisitions
Convert To RFQ
Convert To Order
View PickList
New Req
Copy Req
Delete Req
Audit
Download
Close Req
Comprehensive Audit Trail
Select Ac'on from Dropdown See RFQ
Tutorial
Convert Requisi'on to Order, RFQ or PickList with One-‐Click
Approve from PC, Tablet or PDA
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Requisi'on Approval Email
May be approved without login from any web enabled device
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E d i t R e q u i s i t i o n D e t a i l s
Requisition Header (307) Send Req Actions...
REQ ID 307 Status Draft
Created By admin 1/6/2013 7:39:59 PM Approved
Requisitioner Name Jeff Palmer REQ Number 307
Requisitioner Phone 916-555-1212 Delivery Due Date
Requisitioner Email [email protected] Send To admin
Ship To Akron - 951 Center Street, Akron, OH, 48516, Update
Add Item Location Akron Enter Non-stock Search Product
Item Enter
Requisition Details Total: $0.00
Page: 1/1 Show Status Page Length 20 Update
Action Location Barcode Description NS Quantity Issued Price UOM Total Supplier
Akron S0634931050891482291 9 inch Left Hand Widgits 7 0 0 0.00 0.00 Not assigned
Akron 5121838 17-491E Chrome Standard Valve Cap w/Seal 30 48 0 0.00 0.00 Fastenal
Akron 3147412 1/2"-13 x 3-3/8" OAL HSS 3 Flute Bright Finish H3 Spiral Point Plug Tap12 0 0 0.00 0.00 Fastenal
3 items Update
Comments
Send Req
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Manage Requisitions
Convert To RFQ
Convert To Order
View PickList
New Req
Copy Req
Delete Req
Audit
Download
Close Req
Create PickList
Note: Status will display on-‐hand Inventory
Item added from Supplier database
Item added from no database
Item added from Internal database
√
1. Select
2. Create pick-‐list for onhand items. See nextslide for op'ons onitem Procurement
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V i e w P i c k L i s t R e q u i s i t i o n # 3 0 7
Requisition Header (307)
REQ ID 307 Status Open
Created By admin 1/6/2013 7:39:59 PM
Requisitioner Name Jeff Palmer REQ Number 307
Requisitioner Phone 916-555-1212 Delivery Due Date
Requisitioner Email [email protected] View
Requisition Details
Update
Location Barcode BarcodeText Item # Description NS Quantity Issued Issue Qty On
Hand
Akron 5121838 5121838 17-491E Chrome Standard Valve Cap w/Seal - 31INCORPORATED 30 0 0 48
1 items Update
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Issue against on-‐hand Inventory
Stage for release or deliver to Point-‐of-‐Use
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