Adding Supplies in IMS

Adding supply items is one of the first steps in setting up the Inventory Management System.

Adding Supply Items	Deactivating Supplies
Supply Item Fields	Reactivating Supplies
Importing Supply Items
Editing Supply Items

Adding Supply Items

1. Go to Inventory > Inventory Management System.
2. Go to Settings > Supply Items.
3. Click + New Supply Item.
4. Fill out the information, then click Save.  Mandatory fields are indicated by an asterisk (*).

Supply Item Fields

• Item Code* - A unique manufacturing or internal number.
• Item Description* - Typically the manufacturer's description of the item, or the item name.
• Manufacturer* - The company that manufactures the item.
• Type* - Asset or consumable.
• Category and Subcategory* - Items can be sorted by categories and subcategories on various screens.
• Stock UOM* - The unit of measure that the item is stocked by (box, case, pallet, etc.).
• Order UOM* - The unit of measure that the item is ordered by (box, case, pallet, etc.).
• Unit Cost* - The cost of the item per Stock UOM.
• Taxable vs. Non-Taxable - Specifies if items are taxable or non-taxable.
• Lifespan Min*, Max*, and UOM - The lifespan/expiration date of the product.
• Price Range Min and Max* - The minimum and maximum price for the product.
• 'Is Customer Specific?' - Can be selected if the item is only assigned to a specific customer.
• Auto Consumption and Auto Consumption Mode - Can be selected if the item should be automatically refilled/ordered at its assigned stock area.
• Tag Master - Allows tags to be added to the item.  Tags can be used to help filter items on JM Connect.
• Product Images - Allows up to 3 images, for internal use.

Importing Supply Items

1. Navigate to Inventory > Inventory Management System.
2. Select the Settings tab, then select the Import subtab.
3. Click on the spreadsheet icon next to the Supply Item button to download the spreadsheet.
   
4. On the spreadsheet, fill out the information.  Mandatory columns are indicated by an asterisk (*).  Save the spreadsheet once completed.
5. To import the spreadsheet, select the Supply Item button on the import screen and upload the file.
   
6. The Import Item Record Statistics screen will show the number of total records, the records that passed, and the records that failed.  If a record failed, the reason will be stated in the Notes column.
   
7. Once the spreadsheet has been imported, the record will be available in the Import History.

Contact your Account Manager for import assistance.

Editing Supply Items

1. In IMS, go to Settings > Supply Items.
2. Click the Edit Pencil in the Actions Column for an item.
3. Edit fields as needed.
4. Click Save to confirm changes.

Looking for the next step in setting up the Inventory Management system? Click here to learn about mapping supply items.

Deactivating Supplies

Deactivated items will be tagged Discontinued on reports.

1. In IMS, go to Settings > Supply Items.
2. Click the Trash Can icon in the actions column on an item.
3. Confirm the prompt to deactivate the item.

Reactivating Supplies

1. In IMS, go to Settings > Supply Items.
2. In the Search menu, choose Inactive in the Status dropdown and click Search.
3. Click the Reactivate icon in the Actions column. The item will become active.

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.