CRIBMASTER™ ADVANTAGE CLIENT AKA: CRIBMASTER ADMIN 1
CribMaster Advantage Support Options ftp.ecribmaster.com/pub Videos - ftp.ecribmaster.com/pub/documentation/videos/ Technical Support CRIB-CMS CribMaster Support portal – ftp.ecribmaster.com/pubftp.ecribmaster.com/pub/documentation/videos/ 2
2011 SLIDE TEMPLATE To be used on corporate presentations July 11,
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
EMPLOYEES CLICK HOME – EMPLOYEE 12
ADD A NEW EMPLOYEE Click HOME / EMPLOYEE then the Plus Sign. Add Employee ID, Site ID, Name (Badge Number, Password) 13 Click CHECK MARK to Save
ADD A NEW EMPLOYEE Click 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
ITEMS CLICK HOME – ITEM INVENTORY 16
ADD A NEW ITEM Click 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
CRIBS CLICK HOME – BINS 19
ADD A NEW CRIB Click BIN / then the Plus Sign. Add Crib Number, Name, (Crib) Type, Site ID 20 Click CHECK MARK to Save
ADD A NEW BIN Click BIN / then the Plus Sign. Add Bin ID, Item, Bin Type, Bin Capacity? 21 Click 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 RE-WORK ITEMS Employee Issues and Returns product. A second employee Issues and Returns. A third employee Issues and tosses in a bucket to be sharpened. They must (from the Return Screen) tap send “To Rework”. The CribMaster Client/Admin employee will see a list of items to be reworked. Onsite personnel will not. Someone will have to trigger a PO/REQ to rework (sharpen) the items in the bucket. Onsite person will send out to sharpening company. Once items are back onsite a CribMaster Client/Admin will have to move “Pending Rework Back to Bins”. Now item is in a Rework Bin. Processed by Distributor. Takes additional bins (reworked) in the vending machine. Requires someone to build a PO/REQ. All of these tasks have to be processed on an on-going basis by the distributor. 27
ADVANTAGE AND KITS Assembled Kit = Many Item numbers built under one item number. Possibly in a case. Unassembled Kit = Each item is separate and issued out of multiple bins at once. Advantage will handle Assembled kits. At this time it will not handle Unassembled kits. Assembled kits will have to be setup from CribMaster Client. Once an assembled kit has been built it can be Issued and Returned just like any other durable item. All of these tasks have to be processed on an ongoing basis by the distributor. 28
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