To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
Prerequisite
Certainly, before creating a purchase inward, it's a good practice to ensure that all the relevant details have been entered or updated.Here's a checklist of the details you should verify before adding a consumption:
By Updating the master screens of Collet, Cutting tool, Holder, Pull Stud, Item, Tool with its inventory/stock details before moving to consumption you ensure that the purchase inward process is efficient, accurate, and free from errors.
Additional Info:
Price and Tax Information:
Confirm that the prices and the taxes for the part, holder, collet, pull stud and product masters are up-to-date and accurate.
Supplier PO:
Verify that the details of the Supplier PO required are accurate and are up-to-date.
1.1. Add a Consumption - Step-by-Step
Step 1: Reach the Consumption Screen
From the main Side menu, click on "Stores," then go to "Operations," and finally choose "Consumption" .This will open the Consumption Search page.
Step 2: Adding a Consumption
On the top right of the Consumption Search page, you'll see an "Add Consumption" button. Click this button.
Step 3: Fill in details
Consumption Date: [Date Field] (Mandatory) The current date shall be automatically designated as the Consumption date. However, should the need arise for alteration, such adjustments can be made in accordance with the request.
Product Type: [Dropdown] (Mandatory)Select the type of the product that is being consumed.
Notes: The product name dropdown values are based on the selection of the product type.
Product Name: [Dropdown](Mandatory) Select the name of the product that is being consumed.
Brand Name: [Dropdown] Select the brand of the product that is being consumed.
Consumed By: [Dropdown](Mandatory) Select the name of the employee by whom the product was consumed for the production.
Select Part: [Dropdown] Select the part name for which the product was consumed.
Quantity: [Number Field]Enter the count of the product consumed.
Step 4: Submit/Clear/Cancel
Click the “Submit” Button.
Brand Name: [Dropdown] Select the brand of the product that is being consumed.
Consumed By: [Dropdown](Mandatory) Select the name of the employee by whom the product was consumed for the production.
Select Part: [Dropdown] Select the part name for which the product was consumed.
Quantity: [Number Field]Enter the count of the product consumed.
Submission Of Consumption
Upon submission of a Consumption, the entry will be added and the screen will transition to the editing mode.
If you change your mind and don't want to add a Consumption, click "Cancel" it takes you back to the Consumption Search page.
To Start Over:Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
1.2 Search Consumption
Search a Consumption- Step-by-Step
Step 1: Start Searching
On the Search page, you can search in different ways:
Consumption Date -To: Define a date range from when your search should be conducted
Consumption Date - From : Define a date range from when your search should be conducted.
By Product Type: Select the product type
Click the “Search” Button.
Step 2: See the Results
After clicking "Search," you'll see results:
If you searched by Date or by Product Type you'll find the matching result with Consumption date, Product, Product Type, Brand, Part, Quantity, Consumed By and an option to View/Edit [Refer 4.1.2.3]
1.3 Edit a Consumption:
Edit a Consumption Step-by-Step
Step 1: Find Consumption
Step 2: Start Searchings
Step 3: Edit Details
After searching, you'll see the Purchase Inward you want to edit
In the Edit page, please note that the PO Number, Supplier Name, PO Date, PO Description are read only fields.
Step 4:Update Info
On the Edit Consumption page, you'll see existing details.
Step 5:Edit Consumption Page:
On the Edit Consumption page, you'll find the existing details of the Consumption you're editing.
Change details that you like to update in Consumption.
Click the “Submit” Button
Submission Of Consumption
Upon submission of a Consumption, the entry will be updated and the screen will transition to the editing mode.
If you change your mind and don't want to edit a Consumption, click "Cancel" it takes you back to the Consumption Search page.
Note:As the Consumption quantity is added the available stock of that item will be decreased.
That's it! You've learned how to ADD, SEARCH, EDIT a Consumption using the DMeX app. If you need help, contact the support team.