Pre-Requisites  Bid Management – Tendering, analyzing, awarding  INV.310 – the heart of the ordering system for both REAL warehouse items and standard items  Used by Maintenance … and by Board Office  Admin Connect – Bid requests Tab OR  CIMS Core  BID.220 … quantity, WHS#, account, comment  BID.410  Produced P/Os … volume to Vendor … XML ? (Grand & Toy XML annual order Seven) The Process

 Are Schools involved in selecting common goods? Do you actively seek their input … should you?  Do you believe that providing a standards catalogue is useful in simplifying/making supply ordering efficient?  We have rewritten INV.520 catalog.. Now landscape Ordering Discussion Description Stock Vendor Part# UOM Preferred Vendor Price (Incl Tax) ALPHABETICAL GUIDES CS010 CS EA CHRISTIE'S OFFICE PLUS ADDITIONAL DESCRIPTION LINE 1 EXTRA LINE 2 EXTRA DETAILS HERE LINE 3 EXTRA DETAILS AGAI Additional Information here as per the bid to let the schools know how to order etc. and what might be important.

How can we assist the Schools in their ordering  Providing them with an ordering guide? How? Think about online.pdf, links to vendor items, … establish those annual items, costs, etc. in a meaningful and searchable way  Allowing entry at teacher or is office good enough?  How many districts do annual big orders ? Constant all year ? Combination of them both ?  Providing previous year orders to teachers so they can more easily create their annual orders? (copy of previous year BID.225).  Do we need a report option similar to BID.904 for order usage? Ordering Goods!

 Searching enhancements – Admin Connect  Input WHS#, or Vendor part#, or any part of description and it will search all the lines to seek that item out!  Input allows you to input WHS#, Account# direct rather than have to go to select from a list  Enhanced to 200 lines  Enhancements - Core  BID.225 reporting by both stock item and by Comment to allow schools to maintain annual order by teacher for them to refer to from year to year Enhancements

 Pre-requisite:  Inventory defined in INV.310  Use Purchasing and Receiving to manage Onorder/Onhand/Pricing  Used when you are keeping Inventory Onhand  Mlake, Kelowna: Large central warehouses  BSD,Hanover,PLPSD: Inventory Paper, Cust Supplies  Creates request, pick list, account charges, reduces inventory  Used to accumulate orders (backorders) and Create a P/O  PLPSD: Custodians all do Stock requests - Maintenance collects all that data to create P/Os and ship to schools (Then processes the Orders for accounting purposes)  Great for allocating and inventorying Microsoft Licenses (I/T), Distribute Toner (if you warehouse it)  Used for copy & laminating charges, US exchanges, etc. Stock Requests

 Used when you are keeping Inventory Onhand  Mlake, Kelowna: Large central warehouses Stock Requests REC.401: Receive WHS#

 Admin Connect Stock Requests

 Core – REQ.410 Stock Requests