← IM2

IM2 manuals

Operator guides are written for the floor — what the screen is for, what each column means, what to do when it looks wrong. Technical specs cover routes, data and logic for whoever maintains it. Every page shows its version and whether it matches the screen that is live right now.

Overview

SA Inventory Flow Overview (PDF) How Item Master, ROs, PO Workbench, QB POs, picking and counts fit together Ver 2 current

Operator guides

Inventory ABC Analysis Inventory ABC Analysis Ver 1 current
Change Log Change Log (all item changes) Ver 1 current
Contacts & Definitions Support — Contacts & Definitions Ver 3 current
Count List (printable count sheet) Cycle Count List Ver 2 current
Cycle Count — Operator Guide Cycle Count (handheld) + Count Review & Post (PC) Ver 5 current
Item Display & Bin Lookup / Cycle Count (handheld) Item Display Ver 2 current
Item Master Display — Operator Guide Item Master Display & Maintenance Ver 4 current
Sign in Sign in Ver 2 current
Main Menu & Handheld Menu Logistics Main Menu Ver 4 current
Create New Inventory Item — Operator Guide Create New Inventory Item Ver 4 current
Not Finished Yet — IM2 Open Items (no screen — status list) Ver 14 current
Permissions Permissions Ver 1 current
Pick Item — Operator Guide Pick Item (handheld) + Pick Item Full Screen (PC) Ver 3 current
Pick List — Operator Guide Pick List (handheld) + Pick List Full Screen (PC) Ver 3 current
Pick Review & Posting — Operator Guide Pick Review & Posting Ver 3 current
PO Alerts — help PO Alerts Ver 3
Saved Buy Lists Saved Buy Lists / Buy List P2 current
Release to PO (recording purchase orders) Buy List Ver 2 current
POs Created — help POs Created Ver 1
Item Buying Detail SKU Detail (from PO Workbench) P2 current
Purchasing Workbench PO Workbench P2 current
RO Import History RO Import History Ver 1 current
RO Inbox RO Inbox Ver 2 current
RO Inbox — Detail RO Inbox — Detail Ver 2 current
Requirements Orders & Material Status Requirements Orders & Material Status Ver 1 current
Issues to Resolve — One RO, All, Unattached RO Import Issues to Resolve Ver 1 current
Issues to Resolve — Summary RO Import Issues to Resolve Ver 2 current
New Requirements Order Create a Requirements Order Ver 2 current
RO Maintenance & Attachments Requirements Order Ver 2 current
Rush Material Request Rush Material Request Ver 4 current
Rush Alert Contacts Rush Alert Contacts Ver 1 current
Settings Settings Ver 1 current
Users Users Ver 1 current

Technical specs

Inventory ABC Analysis Inventory ABC Analysis Ver 1 current
Background Job — Notifications (Slack + SMS, Rush alerting) (background process — no screen) Ver 1 current
Background Job — QuickBooks Posting Engine (picks → QB) (background process — no screen) Ver 1 current
Background Job — QuickBooks Item Master Refresh (background process — no screen) Ver 1 current
Background Job — QuickBooks Vendor & Open-PO Sync (background process — no screen) Ver 1 current
Background Job — RO Intake (BOM → RO Inbox) (background process — no screen) Ver 1 current
Background Job — Slack Roster → app_users (background process — no screen) Ver 1 current
Change Log Change Log (all item changes) Ver 1 current
Count List (printable count sheet) Cycle Count List Ver 2 current
Cycle Count — Technical Spec Cycle Count (handheld) + Count Review & Post (PC) Ver 3 current
Item Display & Bin Lookup / Cycle Count (handheld) Item Display Ver 1 current
Item Master Display — Technical Spec Item Master Display & Maintenance Ver 5 current
Sign in Sign in Ver 2 current
Main Menu & Handheld Menu Logistics Main Menu Ver 4 current
Create New Inventory Item — Technical Spec Create New Inventory Item Ver 3 current
Not Finished Yet — IM2 Open Items (no screen — status list) Ver 5 current
Permissions Permissions Ver 2 current
Pick Item — Technical Spec Pick Item (handheld) + Pick Item Full Screen (PC) Ver 2 current
Pick List — Technical Spec Pick List (handheld) + Pick List Full Screen (PC) Ver 2 current
Pick Review & Posting — Technical Spec Pick Review & Posting Ver 3 current
PO Alerts / change watch — technical specification PO Alerts Ver 3 current
Saved Buy Lists GET /po/buylists, GET /po/buylist/{list_id} P2 current
Release to PO — technical specification Buy List Ver 2 current
POs Created — technical specification POs Created Ver 1 current
Item Buying Detail GET /po/workbench/{sku} P2 current
Purchasing Workbench GET /po/workbench P2 current
Purchasing Workbench — Rush Priority Addendum (superseded) PC — /po/workbench Ver 2 addendum current
RO Import History RO Import History Ver 1 current
RO Inbox RO Inbox Ver 2 current
RO Inbox — Detail RO Inbox — Detail Ver 2 current
Requirements Orders & Material Status Requirements Orders & Material Status Ver 2 current
Issues to Resolve — One RO, All, Unattached RO Import Issues to Resolve Ver 2 current
Issues to Resolve — Summary RO Import Issues to Resolve Ver 2 current
New Requirements Order Create a Requirements Order Ver 2 current
RO Maintenance & Attachments Requirements Order Ver 2 current
Rush Material Request — Technical Spec Handheld — Rush Material Request Ver 4 current
Rush Alert Contacts Rush Alert Contacts Ver 1 current
Settings Settings Ver 1 current
table_sorting
Users Users Ver 2 current
Workbench live on-hand and on-PO — technical specification PO Workbench Ver 1 current