CRIBMASTER ADVANTAGE AUTOMATIC PURCHASING 1 Crib Master Advantage

CRIBMASTER™ ADVANTAGE AUTOMATIC PURCHASING 1

Crib. Master Advantage Support Options www. cribmaster. com/vending ftp. ecribmaster. com/pub Videos - ftp. ecribmaster. com/pub/documentation/videos/ TECHNICAL SUPPORT 1 -855 -CRIB-CMS 1 -855 -274 -2267 CRIBMASTER SUPPORTAL – support@cribmaster. com 2

AUTOMATIC PURCHASING CONCEPT Ø Automatic Purchasing is designed to keep your Cribs replenished. Ø Automatic Purchasing is designed to work for the Distributor. Ø Automatic Purchasing creates Orders/Requisitions on a daily, weekly or any schedule (after-hours). CMAgent Ø Automatic Purchasing can email replenishment needs to the Customer and/or Distributor. 3

PURCHASE FLOW Ø Ø Ø Make sure Site-IDs have been applied. (Crib and Employee) Make sure the Item has a Primary Supplier. (Item Inventory) Set Min’s and Max’s on each bin. Set supplier with invoicing/requisition information. Allow CMAgent to run. (Server-CM Portal) PO/Requisition emailed to appropriate distributor email address(es) Enter purchase info into your Order Entry System Ship Product. Ø RECEIVE Items at Vending Machine. Ø Cycle Repeats (Usually Weekly) 4

PRIMARY SUPPLIER 5

MIN AND MAX QUANTITIES 6

CLICK PURCHASING – EDIT PURCHASE ORDERS 7

DOUBLE CLICK A PURCHASE ORDER 8

PURCHASED ITEMS WILL BE SHOWN ON THE VENDING MACHINE - ATR 9

PURCHASED ITEMS SHOWN ON THE VENDING MACHINE – ATR 10

PURCHASED ITEMS AND PRICING Ø Crib. Master uses two different pricing methods. Ø “Issue Price” – This pricing is added or imported at the Item or Bin screen. Bin “Issue Pricing” overrides Item “Issue Pricing”. This pricing method is used primarily for pricing on reports. Ø “Cost” - Pricing on the Purchase Order/Requisition comes from the “Item Cost” field located on the “Item Inventory” screen. SQL Triggers – SQL Trigger(s) allow custom purchasing processes and in -house system integrations to be installed (added) for specific requirements. If this method is used, all Purchasing methods named above may function differently. 11

PURCHASED ITEMS AND PRICING Pricing on the PO comes from the “Item Cost” field located on the “Item Inventory” screen. Sample Purchase Order Item Inventory Properties Screen 12

PURCHASED ITEMS AND PRICING - FIRST SOLUTION Use of the “Item Cost” field is effective unless you plan to use different pricing for each Advantage customer. To satisfy this condition, you would need to setup a new Supplier for each customer. Within Crib. Master Advantage adding new suppliers is used to hold different prices. This insures that pricing on the PO is correct for a specific customer. The term “Supplier” is used however you are adding customers to hold different pricing. 13

PURCHASED ITEMS AND PRICING (CONT. ) As a best practice, you may want to add a Supplier based on the customer’s name. Click HOME; Click SUPPLIER; Click the Item Inventory button. Locate and click the SUPPLIERS tab. Click to add the supplier you built earlier to this item. Add the Item Number and Cost. This screen could have multiple suppliers (different prices) for this item. 14

PURCHASED ITEMS AND PRICING (CONT. ) Continue by Clicking HOME and then Click the BIN button. Double click on the Crib (left panel) where the price is to be changed. This will open the Crib properties screen. Click the ADVANCED tab. Select “Allow Bins to be assigned to any supplier”. Choose the correct supplier in the “Preferred Supplier” field. 15

PURCHASED ITEMS AND PRICING – SECOND SOLUTION Another solution to multiple pricing per item is to add items more than once to the “Item Inventory”. However, you can not add the exact same Item Number twice. If you opt for this solution, we recommend that you add a customer suffix to the Item Number. For example, as a Distributor you have Item Number 56745 Description: Safety Glasses, Shaded For Customer UPS Consider: Item Number 56745 UPS For Customer Alliance Steel Consider: Item Number 56745 AS 16

BEST PRACTICES Ø Allow Crib. Master to do the Purchasing work for you. Ø Import Min’s, Max’s and Supplier Number Ø Determine if Pricing is required Ø Determine if multiple pricing is needed for item(s) 17