Stage 1 Project Manager – Adding Assets/Stock requirements to a Job
- Open the client job
- Select the Mobilisation Requisition Tab and hit insert or new record (if you haven’t already done so)
- Add your request for Assets, Stock and Non Stock items. Remember to add any configuration notes on the Picking notes which will be printed for the Technicians.
- If any of the items are chargeable ensure you tick the chargeable box (See Adding Job Rates).
- Close Mobilisation Requisition and return to the Job (Hdr)
- From the Toolbar click on the Function button and select “Submit for Picking”
- Enter the Stores information for delivery details and any notes for the stores/technician personnel.
Stores/Technicians – Stage 2 Action a Stores Request
Stores will be notified that a new store request has been added. Your dashboard button will tell you how many are still outstanding.
- Open the required Stores Request, either from the dashboard button or by selecting the Stores Request dataset.
- From the Toolbar click on Print and select “Print Picking List”
Technicians – Stage 3 Add Asset Nos/Baskets to Picking List
- Complete the Picking List manually with relevant asset numbers and basket details
- Open the relevant Stores Request and click on the Manifest Asset tab add the Asset Numbers
- Close the Manifest Asset dataset and return to the Stores (Hdr) for the job.
- From the Toolbar click on the Function button and select “Complete Request”
The Project Manager will be advised that the stores request has been completed and a manifest can be created.
Stores/Technician – Stage 4 Creating the Manifest
- Open the required Job and ensuring you are on the Job (Hdr) from the menu bar click on Function select “Create Manifest” the manifest will be created with all the assets and stock requirements that have been entered.
Creating the Manifest Packing List
N.B You must create a Manifest Packing List to enable you to print a Delivery Note or Commercial Invoice.
- From the Manifest (Hdr) select the tab Manifest Packing List and press Insert or select New Record – Manifest Packing List, enter the Basket/Container/Case information. Add the Asset no for the Container/Basket (if applicable) in the TC Number which will be bold on the Delivery Note Print out.
Note: If you have multiple baskets/containers, press next and enter the next Container/Basket information. Continue until you have added all your Packing List Containers/Baskets
- Close and you will see all your Packing Lists.
Adding Asset/Stock to the Packing List
To add assets to the manifest packing list, Open the individual packing list record and from the Toolbar select Function “Select Manifest Assets” select the Assets from the grid and click on Close to add these assets to your Manifest packing list. The same applies for stock and non-stock. Do this for each of your packing lists.
Changing as asset /stock to another packing list
If you have added an asset or stock item to the wrong packing list, open the Manifest Assets dataset and change the Manifest Packing list no against the Manifest Asset or Manifest Stock dataset to the correct packing list no.
Stores – Stage 5 Mobilising
- Within the Manifest (Hdr) ensure you have added all shipping information including the Manifest Currency.
- To view and print the Delivery Note, Commercial Invoice & Packing Label select Print from the menu bar or alternatively select Function and choose to email the documentation.
- Enter your Actual Mobilisation Date (date shipped) and enter your Actual on Hire Date (this date is the date you will start charging rental rates from)
- From the toolbar menu click on the Function and select “Confirm Manifest”. All assets will now be updated to On Hire and can only be changed when you receipt the equipment back.