Enterprise Package
INVENTORY
In order to make a kit, the user must first add the individual inventory items that make up the kit. Once the items have been added to Inventorypro, the user will then add a new item and adjust the item type to “Kit”. The user will then upload an image of the kit. At the bottom of the item page is the section “Kit Contains”. At the bottom of that section, click on the plus sign, the available items that can be added to the kit will pop up. Select the items to be added to the kit (process similar to creating a picklist). Please note if a container has items already assigned to it then all those items in the selected container will be added to the kit, the same applies for any item that has linked items. Once the kit is saved, if it is selected for a picklist it will include all of the items that are contained in that kit with just one click!
First the user must add the item and make sure the type is set to “Container”. Once the container item is created, the user will scroll to the bottom of the container page and select “Crate Contains”. Click on the plus sign at the bottom, the available items that can be added to the container will pop up. Select the items to be added (process similar to creating a picklist). Once all items are added, save the item record. Upon saving, the individual items location fields will update to that of the container. It is critically important that the container location fields are input and kept accurate. Please note if a container is selected for a picklist, kit or set – it will include all of the items that are contained in that container.
On the inventory item detail, there is a checked box for rental. When any item has been checked as rental, whether owned by the Enterprise or Client account, those items will appear as available to rent. When a client or enterprise user is selecting items to add to a picklist, then can click on the search bar and select “Include Rentals?” and this will show all items that have been marked for rental, and allow them to add to their picklist.
Once your part or kit and graphic has been added to Inventorypro, you will then got to the inventory item that requires graphics, you will scroll to the bottom of the page and select “Linked Items”, you will then type in the item number of the graphics to connect it to the item. This will enable you to select the item’s graphics when adding to a picklist.
RESERVATIONS
Select “Reservations” in the left sidebar > Select “+New Reservation” in the top right corner of the page > Add data into mandatory fields > Select “Create Reservation”. Once the Reservation is created, it will automatically create a Reservation Number and will be able to be viewed in a list view on the Reservation and Logistics tab.
When a user saves a picklist, it will save all the items to that picklist but it will not reserve them. Items that have been saved will still show as available when a user is creating a different picklist. In the reservation list view, when a picklist has been saved but not submitted, it will have a red box around the reservation. Once the picklist has been submitted and confirmed by the Enterprise, the red box will be removed from the reservation list view and the items will be reserved for the Reservation dates.
Once a client user has submitted a picklist a notification will be sent according to the notification settings. When an enterprise user goes to the submitted picklist they will be prompted to confirm the Reservation start and end dates. Once this has been completed, the picklist has been confirmed and the status of the reservation will go from New to Reserved. If an Enterprise user starts the reservation, creates the picklist, and confirms the dates, then the reservation status will be Reserved.
Select the reservation that you want to create a picklist for > Select “Picklist” on the right hand side of the reservation screen > Select the items that you wish to include in the picklist. Once you have added all the items required, then fill in the “Arrival Date” and “Pick up date” fields if that information is available. If the picklist is completed, you then click submit to update all items in the picklist to “Reserved”.
LOGISTICS
Once a picklist has been submitted you will select the “Logistics” tab in the left sidebar, and select the Reservation name of the picklist you just created. Once on the logistics page, scroll down to “Logistics Life Cycle” and select the edit icon next to “Pack”. First you will add a container, once a container is added you can then the items that are packed into that container. You continue this process until all items are packed. If there is an item in your picklist that you do not want to pack, you can select “Restock” next to the item name to remove it from the picklist and restock that item. Completing this stage will update your reservation status to “Packed”.
After the packlist has been completed, you then select “Ship”. Here you will add shipment(s). Once you have added your shipments, you will be able to select the containers that you created in the pack process to add them to each shipment. For each shipment, you will be able to select a ship date, carrier, outbound tracking number, and return tracking number. Continue this process until all shipments have been created. In this stage, you can also print your packing list by selecting “Print Packing List”. Completing this stage will update your reservation status to “Shipped”.
Once you have received confirmation of delivery, you will select “Deliver”. Here you can select the shipment that was delivered along with the date of delivery and signature of receipt. Completing this stage will update the reservation status to “Delivered”.
- Go to “Logistics Lifecycle” on the logistics detail page and select “Reroute”.
- First the user will select the reservation that the items will need to be rerouted to.
- Then the user will select the containers that need to be rerouted. If only individual items need to be rerouted, then the items can be selected and a new container will need to be added.
- After the container and items have been selected, a shipment will need to be added. Select “Add Shipment” and the user will select the container to the shipment, and add the carrier, and the tracking number. Once this has been submitted, the item/container will not be on the return for the current reservation and will be added to the deliver stage on the reroute reservation
- First the user will need to ensure that a carrier and tracking number have been added to the “Ship” stage. If this has been completed, they will select the “Return” stage.
- Once on the “Return” stage, the user will select the shipment(s) that have returned.
- Once completed, this will update the reservation status to “Returned”
- Select the “Restock” stage in the Logistics Lifecycle
- The user will begin by selecting a container and either marking all items in the container as restocked, or marketing items as “With client”, “Did not return”, or “Damaged”
- Once this has been completed the items will be restocked with the location that they had prior to the reservation, and the reservation status will update to “Restocked”
- If items need their location to be updated, that con on the individual item detail or the user can update the location of a container and all items within the container will be updated.
CLIENTS
- Select the “Clients” tab on the left sidebar > Select the client account of which you want to add users > navigate to the right side of the page titled “Users” and select “Invite Users?
- Only the Enterprise System Admin can invite client users.
Standard Package
INVENTORY
In order to make a kit, the user must first add the individual inventory items that make up the kit. Once the items have been added to Inventorypro, the user will then add a new item and adjust the item type to “Kit”. The user will then upload an image of the kit. At the bottom of the item page is the section “Kit Contains”. At the bottom of that section, click on the plus sign, the available items that can be added to the kit will pop up. Select the items to be added to the kit (process similar to creating a picklist). Please note if a container has items already assigned to it then all those items in the selected container will be added to the kit, the same applies for any item that has linked items. Once the kit is saved, if it is selected for a picklist it will include all of the items that are contained in that kit with just one click!
First the user must add the item and make sure the type is set to “Container”. Once the container item is created, the user will scroll to the bottom of the container page and select “Crate Contains”. Click on the plus sign at the bottom, the available items that can be added to the container will pop up. Select the items to be added (process similar to creating a picklist). Once all items are added, save the item record. Upon saving, the individual items location fields will update to that of the container. It is critically important that the container location fields are input and kept accurate. Please note if a container is selected for a picklist, kit or set – it will include all of the items that are contained in that container.
On the inventory item detail, there is a checked box for rental. When any item has been checked as rental, whether owned by the Enterprise or Client account, those items will appear as available to rent. When a client or enterprise user is selecting items to add to a picklist, then can click on the search bar and select “Include Rentals?” and this will show all items that have been marked for rental, and allow them to add to their picklist.
Once your part or kit and graphic has been added to Inventorypro, you will then got to the inventory item that requires graphics, you will scroll to the bottom of the page and select “Linked Items”, you will then type in the item number of the graphics to connect it to the item. This will enable you to select the item’s graphics when adding to a picklist.
RESERVATIONS
Select “Reservations” in the left sidebar > Select “+New Reservation” in the top right corner of the page > Add data into mandatory fields > Select “Create Reservation”. Once the Reservation is created, it will automatically create a Reservation Number and will be able to be viewed in a list view on the Reservation and Logistics tab.
When a user saves a picklist, it will save all the items to that picklist but it will not reserve them. Items that have been saved will still show as available when a user is creating a different picklist. In the reservation list view, when a picklist has been saved but not submitted, it will have a red box around the reservation. Once the picklist has been submitted and confirmed by the Enterprise, the red box will be removed from the reservation list view and the items will be reserved for the Reservation dates.
Once a client user has submitted a picklist a notification will be sent according to the notification settings. When an enterprise user goes to the submitted picklist they will be prompted to confirm the Reservation start and end dates. Once this has been completed, the picklist has been confirmed and the status of the reservation will go from New to Reserved. If an Enterprise user starts the reservation, creates the picklist, and confirms the dates, then the reservation status will be Reserved.
Select the reservation that you want to create a picklist for > Select “Picklist” on the right hand side of the reservation screen > Select the items that you wish to include in the picklist. Once you have added all the items required, then fill in the “Arrival Date” and “Pick up date” fields if that information is available. If the picklist is completed, you then click submit to update all items in the picklist to “Reserved”.
LOGISTICS
Once a picklist has been submitted you will select the “Logistics” tab in the left sidebar, and select the Reservation name of the picklist you just created. Once on the logistics page, scroll down to “Logistics Life Cycle” and select the edit icon next to “Pack”. First you will add a container, once a container is added you can then the items that are packed into that container. You continue this process until all items are packed. If there is an item in your picklist that you do not want to pack, you can select “Restock” next to the item name to remove it from the picklist and restock that item. Completing this stage will update your reservation status to “Packed”.
After the packlist has been completed, you then select “Ship”. Here you will add shipment(s). Once you have added your shipments, you will be able to select the containers that you created in the pack process to add them to each shipment. For each shipment, you will be able to select a ship date, carrier, outbound tracking number, and return tracking number. Continue this process until all shipments have been created. In this stage, you can also print your packing list by selecting “Print Packing List”. Completing this stage will update your reservation status to “Shipped”.
Once you have received confirmation of delivery, you will select “Deliver”. Here you can select the shipment that was delivered along with the date of delivery and signature of receipt. Completing this stage will update the reservation status to “Delivered”.
- Go to “Logistics Lifecycle” on the logistics detail page and select “Reroute”.
- First the user will select the reservation that the items will need to be rerouted to.
- Then the user will select the containers that need to be rerouted. If only individual items need to be rerouted, then the items can be selected and a new container will need to be added.
- After the container and items have been selected, a shipment will need to be added. Select “Add Shipment” and the user will select the container to the shipment, and add the carrier, and the tracking number. Once this has been submitted, the item/container will not be on the return for the current reservation and will be added to the deliver stage on the reroute reservation
- First the user will need to ensure that a carrier and tracking number have been added to the “Ship” stage. If this has been completed, they will select the “Return” stage.
- Once on the “Return” stage, the user will select the shipment(s) that have returned.
- Once completed, this will update the reservation status to “Returned”
- Select the “Restock” stage in the Logistics Lifecycle
- The user will begin by selecting a container and either marking all items in the container as restocked, or marketing items as “With client”, “Did not return”, or “Damaged”
- Once this has been completed the items will be restocked with the location that they had prior to the reservation, and the reservation status will update to “Restocked”
- If items need their location to be updated, that con on the individual item detail or the user can update the location of a container and all items within the container will be updated.
