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📄SmartPDE Mobile - Entering a Requisition

This article explains how to enter a Requisition via the SmartPDE Mobile App so it can then be processed fully in BackOffice.

Prerequisites

  • Minimum Bepoz version of 4.7 and onwards
  • Completion of SmartPDE Mobile App Setup
  • In the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
    • Requisitions: "Create Requisitions" Flag
    • Requisitions: "Edit Requisitions" Flag
    • Operator Maintenance 'Stock Control' Tab

 


 

Completing a Requisition

It is a good practice to retrieve the latest copy of the database before performing any stock operation within the SmartPDE Mobile App

  • To get started, login into the SmartPDE mobile app using a valid Operator ID
  • Click on the "hamburger"-style icon on the top left of the application screen and click on the 'Requisition' option in the side menu
  • This will open the Requisition home screen, proceed to select a Venue and Store to create a Requisition for
    • Note: To enable Default Venue and Store, please refer to this article
  • Once the Venue and Store are selected, click on the 'Add' button at the bottom to create a new Requisition request
  • Proceed and search for a desired product by typing the product name or by using the mobile Barcode Scanner option at the bottom of the screen
  • Once the desired product, is selected the Product Details page is opened
  • Proceed to add a quantity for the selected product in the 'Enter Qty' field within the Price Level card and click on the 'Add to Requisition' button

        

  • To add more products to this Requisition, click on the 'Back' option on the top left corner and repeat the above steps to add more Products
  • To view all the products added within the Requisition, click on the 'List' button on the bottom which brings up a modal pop-up window displaying all the products within that Requisition
  • The Products that have been added with their respective Quantities are displayed
  • Click on Add to add more Products to the Requisition
  • Click on Done if you are happy with the items added
  • Once the Operator clicks on Done, the app prompts with a Yes and No, Add More selection
    • After a Yes selection, the Requisition is sent to the Send to Server screen
  • Navigate to the Send to Server screen and send the newly created Requisition to the Server i.e. BackOffice