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IM2 manuals

Start with Tips & Tricks: one page per screen, what it is for and what you do on it. 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.

Ask Viktor in Slack — screen shortcut phrases Ver 1 · 2026-09-11

Type the phrase to Viktor in Slack and she replies with the link to that screen. Add list to any RO phrase (“RO list”, “RO Issues list”) and she pulls the rows into Slack instead, so you do not have to open the screen. Viktor cannot open your browser for you — the reply is a one-click link.

Overview

SA Inventory Flow Overview (PDF) How Item Master, ROs, PO Workbench, QB POs, picking and counts fit together Ver 2 current
Item Master Rollout Manual (IM2 & Handheld Counting Guide) How the item master was rolled out and how counting on the handheld works
IM2 Training Manual Classroom manual for new IM2 operators

Tips & Tricks (one page per screen)

Inventory ABC Analysis — Tips Inventory ABC Analysis Ver 1 current
Admin — Tips Admin Ver 1 current
AP Invoice — Tips AP Invoice Ver 3 screen only (intake and hourly check not connected yet)
AP Approvals — Tips AP Approvals Ver 2 current
Change Log — Tips Change Log (all item changes) Ver 1 current
Contacts & Definitions — Tips Support — Contacts & Definitions Ver 1 current
Count List (printable count sheet) — Tips Cycle Count List Ver 1 current
Cycle Count — Tips Cycle Count (handheld) + Count Review & Post (PC) Ver 1 current
Item Master Display — Tips Item Master Display & Maintenance Ver 1 current
Sign in — Tips Sign in Ver 1 current
Main Menu & Handheld Menu — Tips Logistics Main Menu Ver 1 current
Create New Inventory Item — Tips Create New Inventory Item Ver 1 current
Not Finished Yet — IM2 Open Items — Tips (no screen — status list) Ver 1 current
Permissions — Tips Permissions Ver 1 current
Photo Picks — Operator Guide Photo Picks Ver 1 current
Pick Item — Tips Pick Item (handheld) + Pick Item Full Screen (PC) Ver 1 current
Pick List — Tips Pick List (handheld) + Pick List Full Screen (PC) Ver 2 current
Pick Review & Posting — Tips Pick Review & Posting Ver 1 current
PO Alerts — Tips PO Alerts Ver 1 current
Saved Buy Lists — Tips Saved Buy Lists / Buy List Ver 1 current
POs Created — Tips POs Created Ver 1 current
Item Buying Detail — Tips SKU Detail (from PO Workbench) Ver 1 current
Purchasing Workbench — Tips PO Workbench Ver 1 current
Poll Alert Contacts — Tips Poll Alert Contacts Ver 2 current
RO Import Guide — Tips RO Inbox Ver 2 current
RO Import History — Tips RO Import History Ver 1 current
RO Import Inbox — Tips RO Import Inbox Ver 5 matches build 2026-09-18
RO Inbox — Detail — Tips RO Inbox — Detail Ver 3 matches build 2026-10-03
Requirements Orders & Material Status — Tips Requirements Orders & Material Status Ver 1 current
Issues to Resolve — One RO, All, Unattached — Tips RO Import Issues to Resolve Ver 1 current
Issues to Resolve — Summary — Tips RO Import Issues to Resolve Ver 1 current
New Requirements Order — Tips Create a Requirements Order Ver 1 current
RO Maintenance & Attachments — Tips Requirements Order Ver 1 current
Rush Material Request — Tips Rush Material Request Ver 1 current
Rush Alert Contacts — Tips Rush Alert Contacts Ver 1 current
System Settings — Tips System Settings Ver 3 current
Status Chip Colors — Tips All screens Ver 1 current
Tables — Tips Tables Ver 1 current
Users — Tips Users Ver 1 current
Vendor — Tips Vendor Ver 4 current

Operator guides

Inventory ABC Analysis Inventory ABC Analysis Ver 1 current
Admin Admin Ver 1 current
Change Log Change Log (all item changes) Ver 1 current
Contacts & Definitions Support — Contacts & Definitions Ver 4 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 Master Display — Operator Guide Item Master Display & Maintenance Ver 5 current
Sign in Sign in Ver 2 current
Main Menu & Handheld Menu Logistics Main Menu Ver 16 current
Create New Inventory Item — Operator Guide Create New Inventory Item Ver 10 current
Not Finished Yet — IM2 Open Items (no screen — status list) Ver 15 current
Permissions Permissions Ver 2 current
Photo Picks — Operator Guide Photo Picks Ver 2 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 4 current
Pick Review & Posting — Operator Guide Pick Review & Posting Ver 5 current
Truck Pick — Operator Guide Truck Pick (handheld) + Truck Pick Full Screen (PC) Ver 1 current
PO Alerts — help PO Alerts Ver 3
Saved Buy Lists Saved Buy Lists / Buy List P2 current
Create PO — Operator Guide Create PO Ver 1 current
PO Rec Non-Inv — Operator Guide PO Rec Non-Inv Ver 1 current
POs Created — help POs Created Ver 1
Item Buying Detail SKU Detail (from PO Workbench) P2 current
Purchasing Workbench PO Workbench P2 current
Poll Alert Contacts Poll Alert Contacts Ver 2 current
RO Import Guide RO Inbox Ver 4 current
RO Import History RO Import History Ver 1 current
RO Import Inbox RO Import Inbox Ver 8 matches build 2026-09-18
RO Import Inbox — Detail RO Import Inbox — Detail Ver 9 matches build 2026-10-28
Requirements Orders & Material Status Requirements Orders & Material Status Ver 1 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
Poll Log Poll Log Ver 3 current
Rush Material Request Rush Material Request Ver 4 current
Rush Alert Contacts Rush Alert Contacts Ver 1 current
System Settings System Settings Ver 8 current
Status Chip Colors All screens Ver 1 current
Tables Tables Ver 1 current
Screen Navigation Chips All desktop screens Ver 1 current
Users Users Ver 1 current

Technical specs

Inventory ABC Analysis Inventory ABC Analysis Ver 1 current
Admin Admin Ver 1 current
AP Invoice — Tech AP Invoice Ver 4
AP Approvals — technical AP Approvals Ver 2 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 2 current
Background Job — QuickBooks Vendor & Open-PO Sync (background process — no screen) Ver 2 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 Master Display — Technical Spec Item Master Display & Maintenance Ver 6 current
Sign in Sign in Ver 2 current
Main Menu & Handheld Menu Logistics Main Menu Ver 16 current
Create New Inventory Item — Technical Spec Create New Inventory Item Ver 9 current
Not Finished Yet — IM2 Open Items (no screen — status list) Ver 7 current
Permissions Permissions Ver 2 current
Pick Item — Technical Spec Pick Item (handheld) + Pick Item Full Screen (PC) Ver 3 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
Truck Pick — Technical Spec Truck Pick (handheld) + Truck Pick Full Screen (PC) Ver 1 current
Saved Buy Lists GET /po/buylists, GET /po/buylist/{list_id} P2 current
Create PO — Technical Spec Create PO Ver 1 current
PO Rec Non-Inv — Technical Spec PO Rec Non-Inv Ver 1 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
Poll Alert Contacts — technical Poll Alert Contacts Ver 2 current
RO Import Guide RO Inbox Ver 1 current
RO Import — Rules & Decisions RO Inbox Ver 1 current
RO Import History RO Import History Ver 1 current
RO Import Inbox RO Import Inbox Ver 5 matches build 2026-09-18
RO Import Inbox — Detail RO Import Inbox — Detail Ver 6 matches build 2026-10-03
Requirements Orders & Material Status Requirements Orders & Material Status Ver 2 current
Issues to Resolve — One RO, All, Unattached RO Import Issues to Resolve Ver 3 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
Poll Log — technical Poll Log Ver 1 current
Rush Material Request — Technical Spec Handheld — Rush Material Request Ver 4 current
Rush Alert Contacts Rush Alert Contacts Ver 1 current
System Settings System Settings Ver 4 current
Status Chip Colors base.html + app/im2.py Ver 1 current
Tables Tables Ver 1 current
Screen Navigation Chips All desktop screens Ver 1 current
Users Users Ver 3 current
Vendor Default GL Vendor Default GL Ver 3 current