How-to guide

1. Open Station requests and check Choose station before starting.
2. Select ＋ Request supplies and enter Requested by.
3. Scan the item code, or check I do not have the QR code or barcode to search by name or SKU. Select the correct item.
4. Enter Amount requesting and select Add item. Repeat for each supply. For an unlisted item, use Item not on inventory list and describe its purpose.
5. Review the added items, then select Submit request. Check the station history for the saved request.

On Station 1, “Item was issued when requested” is only for supplies already handed out. Use it only when that is accurate and provide the requested authorization.

1. Open your station page and find the request in the history below Request supplies.
2. For an update, select Modify request, enter Modified by and a reason, then adjust or add items.
3. Select Save changes. Previously issued and denied quantities stay recorded; resolved lines cannot be removed or reduced below those quantities.
4. If the request is no longer needed, select Cancel request instead. Enter who canceled it and why, then confirm.

Canceling a request does not return already-issued supplies to central stock. A Modified badge means an edit was recorded; the card includes who changed it, when, and why.

1. Open Issue supplies. Use Print all requested items if you need a pull list.
2. Select a station with an open request. Review each requested item and the available central stock.
3. Scan or select the correct inventory product when prompted. Check its code as well as its name, especially if two products have similar names.
4. Enter the quantities actually being issued. Keep quantities you cannot supply pending, or deny them with a reason using the separate denial action.
5. Enter the required identity and date/time, review the issue summary, and confirm the save. Check the updated request and stock afterward.

Only record supplies actually handed out. “Already issued / not picked up” resolves the request line without deducting central stock; use that option only when its wording fits the situation.

1. Open the request through Issue supplies and find the item you need to decline.
2. Select Deny item request.
3. Enter your name or employee number and a clear Reason for denial.
4. Select Deny remaining quantity. The decision saves immediately; previously issued quantities and stock stay unchanged.
5. The station history shows the denied quantity, reason, person, and time. A request closes after every line has been issued or denied.

“Unable to issue” skips the item for the current submission and leaves it pending. It is different from a saved denial.

1. Open Receive stock and scan or type the item’s barcode or QR code.
2. Check the item name and current stock. If prompted after a QR lookup, attach a barcode only if it belongs to that same product.
3. Enter the quantity received and, if needed, the updated cost per unit.
4. Check the date/time, enter Completed by, and add a delivery reference in Notes when useful.
5. Select Restock inventory and wait for confirmation. Verify the new quantity.

If a save has an uncertain result, check stock and history before starting a new receipt. Retry in the same form when appropriate; do not create another delivery just to see whether the first one saved.

1. Search Inventory first. If the product already exists, use Receive stock.
2. Select ＋ Add supply item. Scan a unique item QR code or choose Generate QR. Save the QR image for the label.
3. Keep barcode capture skipped if there is no barcode. Otherwise, enter the product’s barcode or comma-separated barcodes.
4. Enter the item name, starting quantity, reorder level, date/time, and Completed by. Add unit cost, description, SKU, and notes when known.
5. Select Add item, review the summary, check the confirmation box, and select Add item again to save.

Use a unique QR code for each product. A QR label identifies the item; it does not represent a separate stock quantity.

1. Open Inventory. Use Find a supply to search by name or SKU.
2. Use All supplies, Low stock, or Out of stock to narrow the list.
3. Select Modify on the correct item to update its details or make a stock-count correction. Review the quantity before saving.
4. If stock changed while you were editing, reload the inventory and review the current count before trying again.
5. Use Delete only when the product should leave the active catalog. Read the confirmation and enter the required information.

Receiving a delivery should use Receive stock. Deleted catalog items leave the active list; their earlier transaction records are retained.

1. Open Overview to see open requests, low-stock items, catalog size, and central stock.
2. Under Requests at a glance, select a station to see its open requests. Read the status text as well as the color.
3. Use the Reorder list to find items below their configured minimum.
4. Review The latest stock movements, or open Usage & reports for more history.

Central stock is the quantity held in supply. Request quantities and station holdings are separate measurements.

1. Open Usage & reports. It starts with the last 30 days. Choose another time period, including Year to date, or enter custom start and end dates.
2. Use the Station, Supply item, and item/SKU/station search filters as needed. Select Apply filters. Apply changes before downloading an export.
3. Read the summary cards and any $0-price notice. Explore Chart style, Measure, and time grouping. Bar and Share charts also let you compare supply items or stations; weeks start on Monday.
4. Sort the item and station summaries by units, estimated cost, or name. Use Previous and Next to read transaction pages.
5. Choose CSV, Excel (.xlsx), PDF / Print, TSV, or JSON and select Download export. It includes every matching record, not just the current table page. PDF uses the browser’s print workflow.
6. Use Reset filters if expected records are missing, then check the date range again.

Cost totals use current catalog prices, so zero or changed prices affect the estimate. Negative stock movements, including downward corrections, can appear as usage.

1. Select Appearance in the top-right corner of any page.
2. Choose Charcoal, Navy blue, Burgundy, Purple, Copper, or Royal blue from Color theme.
3. Choose Use browser to follow the browser’s dark preference. Light mode is used when the browser reports light or no dark preference.
4. You can also choose Light mode or Dark mode manually. Close the menu with Escape or a click outside.

Charcoal is the default palette. Choices save in this browser and apply across pages and open tabs. Request status colors remain red/pink, yellow, green, and gray in every palette.

1. Open Administration.
2. Under notification settings, review Supply officer email and Admin emails. Separate multiple administrator addresses with commas.
3. Enter the admin key if your installation requires one, then select Save settings.
4. If notifications still do not arrive, have the administrator check the configured mail service. Correct addresses alone do not verify delivery.

Appearance changes save automatically in this browser. The notification Save settings button is for the shared email settings.

1. Check the item code before selecting a product with a familiar name. Avoid creating duplicate catalog records.
2. Record quantities as whole units and use the same unit consistently for an item.
3. Keep reorder levels and known unit costs current.
4. Enter your name or employee number and useful notes when recording changes.
5. After a conflict or uncertain save, check the current stock and request history before submitting another operation.

Use request status text and the color key together. A denial is recorded separately from an issue and does not deduct stock.