(06.24.01-00) Inventory Manager App
The R2 Inventory Web App. makes it easy for an employee to check inventory availability across locations for specific date ranges.
Subsequently, based on its availability, you can then send a request, obtain an product quote or reserve the product.
The basic workflow of the app can be split into three steps:
Search for the product and check availability.
Add product to cart from across locations and dates.
Send product requests/ quote request/ Reserve product in R2.
Functionalities in this App
Sign in
Open the Inventory app and login window displays.
Input the User Name and Password provided by UBS in the respective fields.
Click Sign In button.
Figure 1.0: Login window
Once you sign in, you will be directed to Order info window. Know more on order information window?
Order Information
This window lets you to select the Company and the site before requesting for the item.
This step is optional and you can skip it. However, without the company/ branch, prices are not customer-specific and may change after a customer is selected.
Figure 1.1: Order information window
Select Company: To select the company for which the item is being requested for.
Select Branch: To select the branch for which site the item is being requested for.
Company: Displays the selected company.
Branch: Displays the selected branch.
Set Order Information: To set the company and site before requesting item.
Skip Order Information: To skip to set the company and site before requesting item.
Date selection
You can select the date range for the item availability request.
Figure 1.2: Date selection
Categories window
Figure 1.3: Categories window
Search bar: To search for an item by entering the part of the item description.
Date selected: Displays the date range selected for the item request.
Category list: Displays the category list. You can either click the rightward arrow or click the category name to see its sub category list.
Sub Categories window
Figure 1.4: Sub category window
Search bar: To search for an item by entering the part of the item description
Date selected: Displays the date range selected for the item request.
Sub Category list: Displays the sub category list. You can either click the rightward arrow or click the sub category name to see the item list.
Product Availability window
After selecting a sub category, the product list for that sub category displays, from which you can select a product to view site availability.
In the list below, the availability display is set to Quantity, so that you can see the total and preferred site available quantities.
Click the item line to view the available quantity on the respective site.
Figure 1.5: Product availability window
Site Availability
After selecting a product, the site availability for the selected product displayed, including price information if the user’s 'Show Price' is set to Yes (Rental and/ Sell Price is hidden if the item can’t be rented/ sold in R2).
Click Site name to see the product details
If the user view selected for 'Single Site', this view is skipped and the user sees product det
Figure 1.6: Product availability window
Category: Displays the selected category.
Date selected: Displays the date range selected for the item request.
Sub category: Displays the selected sub- category.
Product ID: Displays the product ID of the item.
Product information: Click site line to view the product information as shown here.
Add product: Click Add icon to add the item quantity to request the item.
Add to Request list
Figure 1.7: Add to Request list window
Product Details: The Product information such as Product description, Product Id, Branch, and available quantity is displayed.
Quantity: To enter the required quantity to request.
Rent: To rent the item.
Sell: To sell the item.
Request list
Figure 1.8: R2 request list window
Product information: Displays the product information along with the date selected for the product request.
Send Request: To send the request for item availability.
Hold: To hold the request.
Quote: To quote the items.
Reservation: To reserve the items.
Submit Order window
Figure 1.9: Submit Order window
Product information: Displays the product information along with the date and quantity selected for the product request.
Company and Shipping: To provide the company, site, and shipping details in the respective fields.
Acknowledge: To accept the terms for ordering for the website.
Send Request: To send the request.