cribmaster™ advantage client aka: cribmaster admin 1
TRANSCRIPT
CRIBMASTER™ ADVANTAGE CLIENT
AKA: CRIBMASTER ADMIN
1
CribMaster Advantage Support Options
www.cribmaster.com/vendingftp.ecribmaster.com/pub
Videos - ftp.ecribmaster.com/pub/documentation/videos/
Technical Support 1-855-CRIB-CMS 1-855-274-2267
CribMaster Support portal – [email protected]
2
2011 SLIDE TEMPLATETo be used on corporate presentations
July 11, 2011
3
DISTRIBUTOR IMPLEMENTATION PLAN CONCEPTS
All data is stored in one database.
Cost Centers (User Defined Fields)
Default Fields vs. Override Fields
Four major data components in order for CribMaster Advantage to function.
4
Supplier(s), Employees, Items, Cribs/Bins(Used throughout the remainder of class.)
CM CLIENT NAVIGATION
5
Notice the Tabs: Home, System, Actions, Purchasing, Reports and Help
NAVIGATION – ADD, EDIT (PROPERTIES) AND DELETE
6
All major screens navigate the same way.
NAVIGATION – EDIT (SCREEN PROPERTIES)
7
DATA-SOURCE CLICK SYSTEM – DATA SOURCE
8
CribMaster Advantage will always use a Web Service to connect to the data-base.
SITE ID / CLICK PURCHASING – SITE PROFILE
9
ADD A NEW SITE ID CLICK THE “PLUS SIGN” INCLUDE SITE-ID, NAME
AND ADDRESSES
10
SUPPLIER / CLICK HOME – SUPPLIER
11
EMPLOYEESCLICK HOME – EMPLOYEE
12
ADD A NEW EMPLOYEEClick HOME / EMPLOYEE then the Plus Sign.
Add Employee ID, Site ID, Name (Badge Number, Password)
13
Click CHECK MARK to Save
ADD A NEW EMPLOYEEClick HOME / EMPLOYEE then the Plus Sign.
Add Local-ID – Used for Duplicate EmployeeIDs
14
Click CHECK MARK to Save
EMPLOYEES LOGGING INTO MULTIPLE SITES (SITE GROUPID)
Click Purchasing / Site Profile
Add the same SiteGroup-ID to both sites.
15
Click CHECK MARK to Save
ITEMSCLICK HOME – ITEM INVENTORY
16
ADD A NEW ITEMClick HOME / ITEM INVENTORY then the Plus Sign.
Add Item Number, Description1, Primary Supplier
17
Click CHECK MARK to Save
ADD A ITEM RESTRICTION (CRAFT CODE)
Build Craft Codes between Items and Employees.
18
SYSTEM / OTHER CODES / CRAFT CODES
CRIBSCLICK HOME – BINS
19
ADD A NEW CRIBClick BIN / then the Plus Sign.
Add Crib Number, Name, (Crib) Type, Site ID
20
Click CHECK MARK to Save
ADD A NEW BINClick BIN / then the Plus Sign.
Add Bin ID, Item, Bin Type, Bin Capacity?
21Click CHECK MARK to Save
DEFAULT FIELDS VS. OVERRIDE FIELDS
22
BIN
ITEM
“Issue Price” and “Default Issue Quantity” values at the Item Inventory screen are Default. “Issue Price” and “Default Issue Quantity” at the Bin Screen override the Item Inventory screen.
COST CENTERS (USER DEFINED FIELDS)
Cost Centers are used to apply specific customer request information at the time of item issue.
Ex: Lets say that your customer wants to know why a product is being dispensed. They usually have specific needs such as: the product will be used on LINE #2 or Vehicle #6 or Project “C” or GL Account or Shift “3” Etc.
These specific values can be entered by the employee at the time of product issue.
23
COST CENTERS (USER DEFINED FIELDS)
24
Cost Centers at the Vending Machine -ATR
COST CENTERS SETUP
25
Click SYSTEM; Click SYSTEM OPTIONS; Click USER DEFINED FIELDS
Required “Cost Centers” can not be used with CribMaster Advantage
COST CENTERS SELECTION LIST SETUP
26
Click HOME; Click COST CENTER; Click + to add an Entry; Note Site ID
ADVANTAGE AND GAUGE CALIBRATION
Gauge Calibration Schedules must be setup in CribMaster Client.
An employee using CribMaster Client will determine by list (check mark) when and what Gauges to send to Calibration. This list would have to be sent to the on-site distributor to remove from the vending machine.
Items are calibrated and returned to the vending machine however, someone using CribMaster Client would have to change the item status from in Calibration to Active.
Gauges must be serialized.
All of these tasks have to be processed on an on-going basis by the distributor.
29
BEST PRACTICES KIS (Keep it Simple – when you can)
Suggest that you treat all items as EACHES. (At least to start with)
Suggest that you do populate “COST” and “ISSUE PRICE” with the same values. “COST” is the distributor Cost. “Cost” could be unknowingly published on a report. Issue Price and Cost are not the same field.
Suggest that you define SITE-ID as customer abbreviation.
Suggest that you name CRIBS with Customer and Location.
Suggest that you add a prefix to all Employee IDs.
30
31
Password – Defined in CribMaster Client
Employee Badges
Badges and Passwords
Methods of Employee Authentication
Barcode Reader Prox Badge Reader (includes I-Button) Mag-Stripe Reader
BADGE READERS
32
Badge Readers come in three basic types: Bar-Code, Mag Stripe and Prox.
LOGIN AND BADGE AUTHENTICATION (LEADING ZEROS)
33
PROX. BADGE MANUFACTURES SUPPORTED BY CRIBMASTER
34