Deep Dive into Material Request 

The training focuses on material requests, a formal process where departments or individuals ask for specific goods. Teams can manage requests, order items, and handle inventory. Access the module via the Inventory menu, offering a list and table view. Cards provide quick access and color-coding indicates request status. New requests emphasize naming and deadlines. Authorized employees can approve multiple requests. Organized requests and deadlines optimize inventory management.

How to Create a Material Request.  

This training guides you through initiating a material request creation process. Start by clicking "New Material Request," which opens a window for details input. Key recommendations: Associate requests with system names for organization and use the "Need by Date" feature to plan ahead. Click "Save" to create the request and observe its success. Moving on, learn to add items by clicking "New Item." Input details, select parts, and click "Save" to generate the new part. Following these steps ensures successful creation of new material requests.

How to Create a Material Request from an Estimate.   

The "Add Material Request" tool transfers materials from estimates to requests in the inventory module. It consolidates purchase orders, aids demand forecasting, and optimizes inventory. Steps involve selecting parts, naming the request, and setting a date. The "Add to PO" option moves parts to a purchase order. CUBE offers default vendors and batch editing for efficiency. This process streamlines material management and procurement.

How to Create a Purchase Order from a Material Request  

The training video demonstrates an efficient approach to create Purchase Orders (POs) by transferring information from the Material Request Module in CUBE. It covers vendor selection, linking parts with vendors, and the process of transferring items to a PO. The benefits of PO consolidation are highlighted, and both methods—adding to an existing PO or creating a new one—are illustrated. By following these steps, users can easily transfer parts from a material request to a purchase order, streamlining procurement procedures.

How to Create a Shipping Order 

The training video demonstrates the process of generating shipping orders for prepared materials. Shipping orders are crucial for item delivery and documentation. Accessing the material request highlights items marked as "Ready to Ship" in orange. Even if not all items are ready, the system allows creating shipping orders for individual items. A vehicle icon indicates items ready for shipment. Clicking the icon opens a new window with options to include items in an existing shipping order or create a new one. Choosing to create a new order transitions the item's color to green, signifying fulfillment, and generates a new shipping ticket. These steps effectively guide users in generating shipping orders and processing material requests.

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