Dispense

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To Create a Dispense

1. Click Dispense on the navigation bar

2. The Dispense list page is displayed

3. Click the Add Dispense button:

   • Search by Item Sku Description or Code

   • Search by Category

   • Search by Selection Type (Items or Kits/Recipes)

   • Apply Filters button to search for items

   • Reset Filters button to remove all filters

   • Click the green plus button to add an item to the Cart

   • Click the red minus button to remove an item from the Cart

   • Select a From Location

   • Click the Dispense button to create the dispense

4. Once completed, the Edit Dispense page is displayed:

   • The Source Location (defaults to the location selected on the previous page)

   • Select a Default date

   • Add a comment

   • Enter a Quantity

   • Select a Location

   • Enter a Reference #

   • Select a Date Target

   • Click the plus sign to add a new line entry

   • Click the minus sign to remove a line entry

   • Cancel button to cancel the dispense

   • Process button to process the dispense (creates new requisitions for each line entry)

   • Actions button to Add new items

   • Actions button to Remove items

   • Actions button to Copy items to Requisition Cart

   • Actions button to Duplicate the dispense

   • Update button to save te dispense

   • Dispense List buttton to return to the dispense list page

Note: The Process button for Dispense would only be displayed when all items on the Dispense has enough stock on hand in selected location. Please note that the source location cannot be changed after clicking Dispense. Also note that after clicking update, the reference number will be hidden to those without the role required.

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To Search and View Dispense

1. Click Dispense on the navigation bar and the Dispense List page is displayed:

   • Search by Date Range

   • Search by Location

   • Search by Status

   • Apply Filters button to search for items

   • Reset Filters button to remove all filters

   • Click the Magnifying glass to view the transaction.

     

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To Search and View Requisitions

1. Click Requisitions on the navigation bar

2. The Requisitions main page is displayed:

   • Search by Item SKU, Description, or Code

   • Select a Date Range

   • Filter by Status

   • Search by Requisition Code

   • Filter by Cost Center

   • Filter by Created by

   • Toggle Show/Hide Cost Center to Cost Center

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to Cancel selected Requisitions

   • Actions exports selected Requisition orders as PDF

   • Back to Requisitons List

     

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