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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Royal Products

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Home Procurement Inventory Assets Documents Reports Administration Help

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 jeffp@tofinosoftware.com 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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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 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 jeffp@tofinosoftware.com 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

Email

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 jeffp@tofinosoftware.com 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

Email

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 jeffp@tofinosoftware.com 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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