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8 | Entering a Requisition via SmartPDE Mobile

This article explains how to enter a Requisition via the SmartPDE Mobile App so it can then be processed fully in BackOffice.

This article explains how to enter a Requisition via the SmartPDE Mobile App so it can then be processed fully in BackOffice.

Prerequisites

  • Minimum Bepoz version of 4.7 and onwards
  • Completion of SmartPDE Mobile App Setup in the given order:
    1. SmartPDE Mobile Licensing & Installation
    2. SmartPDE Mobile Workstation Setup
    3. SmartPDE Mobile Scheduled Job & Configurations
    4. SmartPDE Mobile Database Settings
    5. SmartPDE Mobile HomePage
  • To access Requisition functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Requisitions: "Create Requisitions" Flag
      • Requisitions: "Edit Requisitions" Flag

Completing a Requisition

  • Note: It is a good practice to retrieve the latest copy of the database before performing any stock operation within the SmartPDE Mobile App; this ensures the data integrity is maintained between the SmartPDE Mobile App and the local database in BackOffice
    • For info on how to get a new database, please refer to this article
  • To get started, login into the SmartPDE mobile app using a valid Operator ID
  • Click on the "hamburger"-style icon on the top left of the application screen and click on the 'Requisition' option in the side menu
  • This will open the Requisition home screen, proceed to select a Venue and Store to create a Requisition for
    • Note: To enable Default Venue and Store, please refer to this article
  • Once the Venue and Store are selected, click on the 'Add' button at the bottom to create a new Requisition request
  • Proceed and search for a desired product by typing the product name or by using the mobile Barcode Scanner option at the bottom of the screen
    • Note: To Add a Barcode or search a product using a barcode, please refer to this article
  • Once the desired product, is selected the Product Details page is opened
    • Note: For more information on the Product Details page, please refer to  this article
  • Proceed to add a quantity for the selected product in the 'Enter Qty' field within the Price Level card and click on the 'Add to Requisition' button

        

  • To add more products to this Requisition, click on the 'Back' option on the top left corner and repeat the above steps to add more Products
  • To view all the products added within the Requisition, click on the 'List' button on the bottom which brings up a modal pop-up window displaying all the products within that Requisition
    • Note: To edit or delete an item, please refer to  this article
  • The Products that have been added with their respective Quantities are displayed
  • Click on Add to add more Products to the Requisition
  • Click on Done if you are happy with the items added
  • Once the Operator clicks on Done, the app prompts with a Yes and No, Add More selection
    • After a Yes selection, the Requisition is sent to the Send to Server screen
  • Navigate to the Send to Server screen and send the newly created Requisition to the Server i.e. BackOffice
    • Note: For more information on Send to Server, please refer to  this article

            


    Next Steps

    • The newly created Requisition can be found within 'Stock Control' -> 'Requisitions' in BackOffice
    • The Requisition will need to be processed and posted from BackOffice for completion
    • Follow the link for more information on how to process  Requisitions  in BackOffice