Merchandise Requests Mobile Toolkit

The Merchandise Requests program allows you to select items that you would like on a merchandise request.

How to use Merchandise Requests

Touch the Merchandise Requests icon. This will open the Merchandise Requests Screen.

 If necessary, touch the Location to change location. Your locationshould be the location from which you are asking, and NOT the location from which you wish to receive the items.  That choice is made later.

Enter the item ID in the XREF field on the screen. The item ID can be the book’s XREF or ISBN, or the item’s barcode.  The XREF can be scanned or you can enter the item ID using the keyboard.  If you manually enter the ID, touch Enter.

Depending on the type of item that you entered, different screens will come up.  If you choose an item that has multiple occurrences in the system, a screen will appear that allows you to choose which kind of item you are requesting.  If you would like to go back and enter a different XREF touch “Back”.

After you item appears, type in the number of that item you wish to request.  Enter the amount you are requesting for your store (you can still change which location is requesting) and touch “Update”.

If you touch “Details”, the screen showing all the Item or inventory information about that particular item will appear.

Note: The items that you are requesting must have an inventory record at another store for you to request the merchandise.  There also must be stock on hand for that item at one or more other locations.

Merchandise Requests in PrismCore

In order to get the merchandise requests from the iPhone to your PrismCore program, go to the Purchasing Tab, down to the Merchandise Requests Folder, and into the Autogen Merchandise Requests Module.  Change the settings to be what you want and make sure that the Include Items from PDA box is checked.  Choose whether you would like this Autogen process to pull records created by any user or just admin users.

To see a preview of what items are going to be put onto the AG Merchandise Request, click the Report button.  This report (example shown below) shows which items you are requesting from which location and how many of that particular item can be filled by each location.  Note that this does not actually create the Merchandise Request; it just shows you what will be on the Merchandise Request if you decide to Autogen it.

After you look over the report, and if you are satisfied with it, go back to the AG Merchandise Request module and click the Start Autogen button.  This will actually create the Merchandise Request in PrismCore.  From there treat it just like any other Merchandise Request.