How do I use the storage?
In this article, we will go over what the storage function in CleanManager includes.
You will gain more insight into how the storage can be set up, how the different user types can use the storage, and how you can restore deleted items. Furthermore, you will gain insight into how you can see the statistics for your storage.
Get started with the storage:
Inventory
Here, you can get a quick overview of the status of your storage inventory:
- How do I order and transfer products through the web system?
- How do I edit the product quantity of the storage?
Product requests
Your employees can order products through the web system and the app. These requests will be sent to the relevant supervisor, who afterward can send the products to the customer:
Product transfers
When the request has been approved, the request can be found under Product transfers. Here, the manager will find a list of all products that have been approved in a given period:
Statistics
When products are transferred to customers, the system will collect data on these transfers. The data collected can be used to see which customer needs to be billed in addition to their normal invoice. It is not possible for supervisors to gain access to this function:
Storage administration
For the storage to function as intended, you need to set up the storage, product types, products, and suppliers. As a rule of thumb, only the administrator can set up the storage. However, it is also possible to grant the supervisors access to this part of the storage section.
You have the option to set up several storages should that be required:
If you would like to categorize your products, then you have the option to set up product types:
To enable your employees to make product requests, you need to have set up some products beforehand. While setting up products, you can add resources (e.g., product files, hyperlinks, and other useful data):
If you want to register your suppliers for the different products, you can set those up as well:
Archive
If you delete a storage, product type, product, or supplier, then you can always find them afterward in the archives. You can restore the data from the archive, should it be necessary. As a rule of thumb, only the administrator can access the archive. However, it is also possible to grant the supervisors access to this part of the storage section:
Employee
When a storage has been set up, the user type employee receives the option to find products through the web system and the app. They will also have the option to place orders for the products, which have been set up:
If there have been resources added to the product (e.g., product files, hyperlinks, and other useful data) employees will be able to access them through the web system and the app:
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