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Warehouse Management Module Overview Volunteer Users.

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Presentation on theme: "Warehouse Management Module Overview Volunteer Users."— Presentation transcript:

1 Warehouse Management Module Overview Volunteer Users

2 Warehouse Management Module What is the Warehouse Management Module?  The Warehouse Management Module is a secure, online website that allows warehousing organizations to control their inventory in time of disaster. The website captures all pertinent information for product donations to be received and shipped by a warehouse utilized by disaster relief organizations. The Warehouse Management Module is a component of the Aidmatrix Network®. Contents of Tutorial  Receiving Products  Shipping Products  Overview of Reports  Tools

3 Login Page

4 View Warehouse name here. View User name here. HOME PAGE - General introduction info - General introduction info - Text is customized for each warehouse - Text is customized for each warehouse View Warehouse name here.

5 Receiving Products Select Receive from the Start Menu

6 Receiving Products Process for Receiving Products - Select date the donation was received - Select date the donation was received - Select Main then Sub Category - Select Unit of Measure & Quantity NOTE: Can be changed using Conversion - Select Main then Sub Category - Select Unit of Measure & Quantity NOTE: Can be changed using Conversion - Check Restricted if donation is restricted - Check Restricted if donation is restricted - Use comments box for any further information - Use comments box for any further information Process for Receiving Products - Select date the donation was received - Select date the donation was received - Select Main then Sub Category - Select Unit of Measure & Quantity NOTE: Can be changed using Conversion - Select Main then Sub Category - Select Unit of Measure & Quantity NOTE: Can be changed using Conversion - Check Restricted if donation is restricted - Check Restricted if donation is restricted - Use comments box for any further information - Use comments box for any further information Process for Receiving Products 1. Select date the donation was received 1. Select date the donation was received 2. Select Main then Sub Category 3. Select Unit of Measure & Quantity NOTE: Can be changed using Conversion 2. Select Main then Sub Category 3. Select Unit of Measure & Quantity NOTE: Can be changed using Conversion 4. Check Restricted if donation is restricted 4. Check Restricted if donation is restricted 5. Use comments box for any further information 5. Use comments box for any further information

7 Receiving Products Process for Receiving Products (cont’d) 1. Record Donor Info 2. Record Driver Info 3. Receive more if more from same donor&driver 4. Finalize Donation if complete View transactions and print receipts below

8 Shipping Products Select Ship from the Start Menu

9 Shipping Products Process for Shipping Products - Select date the donation is shipped - Select date the donation is shipped - Select Main then Sub Category - Select Main then Sub Category - Select Unit of Measure & Quantity - Select Unit of Measure & Quantity - View Remaining Inventory levels for unrestricted and restricted products - View Remaining Inventory levels for unrestricted and restricted products - Check Restricted if donation is restricted - Check Restricted if donation is restricted - Use comments box for any further information - Use comments box for any further information Process for Shipping Products 1. Select date the donation is shipped 2. Select Main then Sub Category 3. Select Unit of Measure & Quantity 4. View Remaining Inventory levels for unrestricted and restricted products 5. Check Restricted if donation is restricted You will need a manager code to ship restricted products 6. Use comments box for any further information

10 Shipping Products Process for Shipping Products (cont’d) 1. Fill in the information for the Recipient Organization 2. Use “Ship More” to ship more than one product to the same organization 3. Select “Finalize Shipment” when finished View & Print latest transactions below 1 2 3

11 Convert Products Select Conversion from the Start Menu Purpose for UOM/Quantity Conversion - Change UOM for one product i.e.: Receive pallets and ship cases - Change UOM for one product i.e.: Receive pallets and ship cases - Many to one: Build a Kit of different products - Many to one: Build a Kit of different products - One to Many: Receive bag of assorted products and split products after sorted - One to Many: Receive bag of assorted products and split products after sorted

12 Convert Products Enter the Quantity to convert Example of a One to One conversion: - Boxes to Each - Boxes to Each Enter the Quantity to convert Enter the Quantity to convert FROM Select Next when ready to move on Enter the Quantity to convert FROM Select Next when ready to move on Convert Quantity on a specific date

13 Convert Products Select the Category to convert TO same in this scenario Enter the UOM & Quantity to convert TO Click “Next” and then “Finish” to confirm Conversion on the next page (or “Back” if need to change conversion)

14 Search Inventory Select Search from the Start Menu - Use Keyword Search to filter inventory - Sort each column by clicking on the header title - Select Ship button in the Shipped column to ship specific inventory Select Search from the Start Menu - Use Keyword Search to filter inventory - Sort each column by clicking on the header title - Select Ship button in the Shipped column to ship specific inventory -Select “Receive” to go to the Receive Products page

15 Reports: Current Inventory Select Current Inventory from the Report Menu - Search Inventory by Category Click “Go” to start search -Create Pick List by checking the box and typing in the quantity to be picked from inventory -Export entire Inventory or Pick List Select Current Inventory from the Report Menu - Search Inventory by Category Click “Go” to start search -Create Pick List by checking the box and typing in the quantity to be picked from inventory -Export entire Inventory or Pick List Select Current Inventory from the Report Menu - Search Inventory by Category Click “Go” to start search -Create Pick List by checking the box and typing in the quantity to be picked from inventory -Export entire Inventory or Pick List

16 Reports: Daily Report Select Daily Report from the Report Menu 1. Select a Date for the Report & click Update - The report will only include transactions from that day - Build a report with all Categories by checking box and clicking Update button. -Export the Daily Report into an Excel spreadsheet 1

17 Reports: Transaction Summary Select Transaction Summary from the Report Menu - Search Inventory by Category, ID, and Date Click “Go” to start search - Print Transactions for records or receipts - -- Transactions entered together will print together - Edit certain information for each transaction - Export Transactions and Donor & Recipient Info Select Transaction Summary from the Report Menu - Search Inventory by Category, ID, and Date Click “Go” to start search - Print Transactions for records or receipts - -- Transactions entered together will print together - Edit certain information for each transaction - Export Transactions and Donor & Recipient Info Select Transaction Summary from the Report Menu - Search Inventory by Category, ID, and Date Click “Go” to start search - Print Transactions for records or receipts - -- Transactions entered together will print together - Edit certain information for each transaction - Export Transactions and Donor & Recipient Info Select Transaction Summary from the Report Menu - Search Inventory by Category, ID, and Date Click “Go” to start search - Print Transactions for records or receipts - -- Transactions entered together will print together - Edit certain information for each transaction - Export Transactions and Donor or Recipient Info

18 View Categories Select Categories List from the Reports Menu

19 Category Management Page - View Category info - View Category info - Sort by “Main Category” - Sort by “Main Category” - Sort columns by header - Sort columns by header - Export entire list to Excel - Export entire list to Excel Click here to Export to Excel Category Management

20 Tools Change Password Contact Us

21 Warehouse Management Module What is required to use the Warehouse Management Module?  Volunteers need:  Access to a Computer with Internet Connection  States need:  Willing volunteers  Staff willing to attend training  Signed MOU  Access to a computer with an Internet connection  Access to to monitor status updates  Commitment to placing and managing offers through the system

22 Warehouse Management Portal Thank you! Aidmatrix Support Contact:


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