MANAGE

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To Create, Edit and View Locations/Cost Centers

1. Click Manage on the navigation bar

2. Select Locations, previously created Locations and Cost Centers are displayed.

3. Click the Add Locations button and the Add New Location page is displayed:

   • Enter a Name

   • Enter a Code (three initials of the Location/Cost Center Name)

   • Is a Cost Center button to indicate if Location created is a Cost Center (Yes/No)

   • Treat Cost Center as Location button to indicate if the Cost Center is to be treated as a location (Yes/No)

   • Auto Generate Requisitions to Meet Par Levels button to indicate if Requisitions need to be automatically created for selected Location/Cost Center once stock counts are updated (Yes/No)

   • Show in Consumption Report button to indicate if Location/Cost Center should show in the Consumption Report (Yes/No)

   • Show in Stock Count button to indicate if Location/Cost Center should be displayed on the stock count list page (Yes/No)

   • Update button to create the Location/Cost Center

   • Location List button to return to Shelves Main Page

   • Edit button to update Location/Cost Center info

     

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To Create, Edit and View Shelves

1. Click Manage on the navigation bar

2. Select Shelves, previously created Shelves are displayed.

3. Select the Outlet and Location or Cost Center you would like to create the shelf in.

4. Select the Add Shelf button and the Add New Shelf page is displayed:

   • Enter a Name

   • Select another Location/Cost Centre (if required)

   • Update button to Create/Update the Shelf

   • Delete button to Delete the Shelf

   • Shelf List button to return to Shelves Main Page

   • Edit button to update Shelf info

     

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To Create, Edit and View UOMs (Unit of Measure)

1. Click Manage on the navigation bar

2. Select UOM, previously created UOMS are displayed.

3. Select the Add UOM button and the Add New UOM page is displayed:

   • Enter UOM Name

   • Enter Case Total (if applicable)

   • Update button to Create/Update UOM

   • Disable button to make UOM inactive

   • UOM List button to return to UOM Main Page

   • Search bar to search for UOM

   • Edit button to update UOM info

     

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To Create, Edit and View Types

1. Click Manage on the navigation bar

2. Select Types, previously created Types are displayed.

3. Select the Add Type button and the Add New Type page is displayed:

   • Enter Type Name
   • Select Department GL Account
   • Select Meta-Type
   • Enter Default Codes
   • Show in Consumption Report button to indicate if the Type should be displayed in the Consumption Report (Yes/No)
   • Enter GL Code per Outlet
   • Enter Expense Class per Outlet
   • Update button to Create/Update the Type
   • Delete button to Delete the Type
   • Type List button to return to Types Main Page
   • Edit button to update Type info

Note: To add Sub-types to various Types, click on the Add Sub-Type button. To view Sub-types linked to Types, click on the Type name and all Sub-Types previously created are displayed.

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To Create, Edit and View Vendors

1. Click Manage on the navigation bar

2. Select Vendors, previously created Vendors are displayed.

3. Select the Add Vendor button and the Add New Vendor page is displayed:

   • Enter Vendor Name

   • Enter Source ID (if required)

   • Enter V.A.T. Number (if required)

   • Enter Phone Number (if required)

   • Enter Fax Number (if required)

   • Enter Email Address (if required – used to email Purchase Orders to Vendors)

   • Enter Vendor Address (if required)

   • Enter Website (if required)

   • Enter Default Vendor Code

   • Enter Vendor Code per Outlet

   • Enter Vendor Name Aliases per Outlet

   • Update button to Create/Update Vendor

   • Disable button to make the Vendor inactive

   • Vendor List button to return to Vendors Main Page

   • Search by Vendor Name

   • Search by V.A.T. Number

   • View Disable Vendors

   • Edit button to update Vendor info

     

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