Assigning Supplies

Supply items can be assigned to customers and locations.

Assigning to Customers
Assigning to Locations
FAQ

Assigning to Customers

1. Go to Inventory > Manage Supply Items.
2. Click the Edit Pencil in the Actions column for the desired item.
3. Open the Assignment subtab.
   
4. Click + Assign to assign the item to that customer.
   
   • Additional Markups can be added per customer by clicking the Edit Pencil in the Action column.
   • Assign to All Customers will assign the item to all customers in the account.

Assigning an item to a customer auto-assigns it to all their locations.

Assigning to Locations

Once an item has been assigned to a customer, it can be assigned to individual locations. If an item is assigned at the location level, the assignment list will override the customer level.

1. Go to Customers > Manage Locations.
2. Click the Edit Pencil for the desired location.
3. Open the Supply Item subtab.
4. Click + Assign for the desired item.
   • Click Unnassign to unnassign an item.

FAQ

Question: I assigned an item at the location level.  Why can't I see all the other items?'

Answer: Assigning at the location level overrides the customer level.  If an item is assigned at the location level, all other items need to be assigned if they are meant to be visible.

In the example below, the Dust Mop would be visible from JM Connect, but not the Terry Towels.

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.