📄SmartPDE Mobile - Create a Requisition

Prerequisites

• Minimum Bepoz version of 4.7 and onwards
• To access SmartPDE features, the applicable Operator Privileges will need to be enabled
  • Operator Maintenance 'Stock Control' Tab
    • All Requisitions Flags

 

How-To Guide

• After selecting the Create Requisition button, the system will prompt to select a Venue

        

• Select a Venue to continue or select Cancel to cancel the selection

• Next, enter an Operator Number

        

 

 

• After entering an Operator Number the Requisition Screen will appear

• To add a Product to the Requisition, you can scan a Product Barcode if a scanner is attached to the computer/tablet

• Alternatively, select the Search Product button

 

Delete All

• This button will allow for deletion of the whole Requisition

• After selecting, a window with the message, 'You have selected to Cancel the requisition entered Do you want to continue?' will appear

• Select Yes to continue or select No to cancel deleting the requisition

• After a Yes selection, a Manager's Operator Number will need to be entered to proceed with the deletion

         

• A window will confirm that a Manager Code has been entered

• Another window will prompt 'Done'

         

• Select OK to continue and return back to the main menu screen

 

Clear Item

• Selecting this button will allow for Clearing a line Item from the Requisition

• To clear a line item, select a Product from the Requisition list and select the Clear Item button

• A window will appear to confirm the item selected is going to be removed from the Requisition

• Select YES to remove the item or select NO to cancel the removal of the item

     

 

Change Item

• Selecting this button will allow for changing the Quantity Amount requested of a Product

• To change the Quantity Amount, highlight the desired Product and select the Change Item button

• A window will appear to allow for changing the requested amount

 

• Enter the desired amount and select OK

 

Search Product

• A Product can be manually added to the Requisition by selecting the Search Product button

• The system will prompt a Product Selection screen

        

 

• After selecting a Product Group from the Group column, a list will populate in the Name column

        

• Select a Product to continue with adding it to the Requisition

• The system will prompt for entering a Quantity; enter an amount and select OK

 

Send & Exit

• Selecting the Send & Exit button will send all changes to the Server and exit the Requisition screen

• A window will appear with a message, 'Do you want to transmit these *** entries to the Server Now?'

• Select YES to Continue or select NO to Cancel

• After selecting Yes, another window will appear with a Confirmation and Transaction ID number

• Select OK to continue and return back to the main menu screen