Tracking Supply Usage

Supply quantities and usage can be updated via the web portal.

Updating Supply Quantities	Duplicating Supply List
Recording Supply Usage from the Web	Printable Supply List
Approving Supply Requests
Editing and Deleting Supply Requests

Updating Supply Quantities

1. On the web portal, go to Inventory > Manage Supply Items.
2. Select the Quantities button.
3. Select the Supplier from the dropdown menu, then select a Supply Item.
   1. Only items available from the selected supplier will be visible.
4. Select Refresh.  The item's current quantity and last used date will be visible.
   1. Expand the Recent Recorded Quantities section to view the item's quantity history.
      
5. Select + Add New Quantity.
6. Fill in the information.
   • On the selected date, starting or ending day quantities can be updated.
     
7. Select Save to update the item quantity.

Recording Supply Usage from the Web

Quantities can be updated at any time.  We suggest updating quantities after stocking new items or cycle-counting/reconciling your primary storage area.

Supply requests made from the web portal are not visible on JM Connect.

1. On the web portal, go to Inventory > Manage Supply Usage.
2. Select + Add.
3. Select the Customer, Location, and Date.  This should be when and where the supplies were consumed.
   • Optionally, add Notes.  Any added notes will be visible on the supply list.
4. Select Save.
5. On the Supplies tab, select a supply item from the dropdown menu.  Only items assigned to that location will be visible. Selecting an item will show the current on-hand quantity.  
   
6. Adjust the quantity that was consumed, then select + Add.
   • To adjust the quantity after it has been added, select the supply item, edit the quantity, and select Update.
   • Select Remove in the Actions column to remove an item from the usage list.
     

Approving Supply Requests

Supply Requests made in JM Connect can be approved in the web portal.

Any new supply requests are visible in the portal notification banner.

1. On the web portal, go to Inventory > Manage Supply Usage.
2. Expand the request to view the supplies added to the request.
3. In the Actions column, select Mark as Completed.
   

Editing and Deleting Supply Requests

Editing a Request

1. On the web portal, go to Inventory > Manage Supply Usage.
2. Select the Edit Pencil in the Actions column on a request.
3. Edit any information on the General tab, then select Save.
4. Edit any information on the Supplies tab.

Deleting a Request

Deleting a supply request cannot be undone.

1. On the web portal, go to Inventory > Manage Supply Usage.
2. Select the Delete button in the Actions column on a request.

Duplicating Supply List

1. On the web portal, go to Inventory > Manage Supply Usage.
2. Select the Copy List button in the Actions columns.
3. Select the Location and Date that the record will be copied to.
   
4. Select Copy to confirm the action.
5. On the following screen, make any adjustments to the General and Supplies tabs as needed.

Printable Supply List

This action will generate a printable supply list.  This shows any notes and supplies added to the request and includes a section for a manager and customer signature.

This is useful if your company needs to verify that supplies have been delivered to a location.

1. On the web portal, go to Inventory > Manage Supply Usage.
2. Select the Print Supply List button in the Actions columns.
   
   

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.