Overview: Who we are and what we do
Company: Jera Concepts
Support site (https://help.jeraconcepts.com)
Chat from support site
1st - Get Week of CML orders into Supplyit
2nd - Work with orders, enter throwaways, run reports
Navigating to the Site http://supplyit.jeraconcepts.com
Login Username: _________________________________ Password: ___________________________________
Changing your password: Console menu… Change password
Navigating the Site
Relocating if you have access to multiple locations
Menu System (workflows)
How is the order template different from an actual order?
Order Templates: Orders=>Templates=>Purchase=>Edit
Adding and removing products
Editing a product
Viewing Supplier Rules
------- BREAK (after entering your orders templates)
Viewing Orders – Criteria area – Filtering type
Green (open, can make changes to order)
Viewing item usage history
Adding an order adjustment
Exclude an order from forecasting
Yellow (can enter store corrections – requests for credits)
Red (closed can no longer enter requests for credits)
Red $ (invoiced, no more changes)
Printing the order worksheet
Deleting and generating an order
Printing a waste worksheet to record waste
Creating a waste record (from an order).
How can adjustments be used in your store?
A store is closed (Christmas -100%, will not get product from CML)
Increase or decrease the amount of a product you are getting for a period of time – use during seasonal changes, holidays, special events.
How to enter an adjustment.
Supplier rules – Supplier can turn on or off. If on best to link to regular order as the regular order will round and create a store to store order.
Order, Product, & Product Activity Statistics