Warehouse Management
Module
Warehouse Management Module
Overview
Volunteer Users
Warehouse Management Module
What is the Warehouse Management Module?
 The Warehouse Management Module is a secure, online website that
allows warehousing organizations to control their inventory in time of
disaster. The website captures all pertinent information for product
donations to be received and shipped by a warehouse utilized by
disaster relief organizations. The Warehouse Management Module is a
component of the Aidmatrix Network®.
Contents of Tutorial




Receiving Products
Shipping Products
Overview of Reports
Tools
Login Page
http://www.aidmatrixnetwork.org/warehouse
View Warehouse
name here.
View User
name here.
HOME PAGE
- General introduction info
- Text is customized for each
warehouse
Receiving Products
Select Receive from the Start Menu
Receiving Products
1
2
3
4
Process
Process for
for Receiving
Receiving Products
Products
5
1.- Select date the donation was received
2.- Select Main then Sub Category
3.- Select Unit of Measure & Quantity
NOTE:
NOTE:Can
Canbebechanged
changedusing
usingConversion
Conversion
4.- Check
Check Restricted
Restricted ifif donation
donation is
is restricted
restricted
5.- Use
Use comments
comments box
box for
for any
any further
further information
information
Receiving Products
1
2
Process for Receiving
Products (cont’d)
1. Record Donor Info
2. Record Driver Info
3. Receive more if more
from same donor&driver
4. Finalize Donation if
complete
View transactions and
print receipts below.
4
3
Shipping Products
Select Ship from the Start Menu
Shipping Products
1
2
3
6
4
5
Process
forShipping
Shipping
Products
Process for
Products
1.
Select date
date the
the donation
donation is
is shipped
shipped
- Select
2.
Select Main
Main then
then Sub
Sub Category
Category
- Select
3.
Select Unit
Unit of
of Measure
Measure && Quantity
Quantity
- Select
4.
View Remaining
Remaining Inventory
Inventorylevels
levels for
for
- View
unrestricted
unrestricted and
and restricted
restricted products
products
5.
Check Restricted
Restrictedifif donation
donationis
is restricted
restricted
- Check
You will need a manager code to ship restricted products
- Use comments box for any further
6.
Use comments box for any further
information
information
Shipping Products
1
Process for Shipping Products (cont’d)
1. Fill in the information for the Recipient
Organization
2. Use “Ship More” to ship more than one
product to the same organization
3. Select “Finalize Shipment” when finished
View & Print latest transactions below
2
3
Convert Products
Select Conversion from the Start Menu
Purpose for UOM/Quantity Conversion
- Change UOM for one product
i.e.: Receive pallets and ship cases
- Many to one: Build a Kit of different
products
- One to Many: Receive bag of assorted
products and split products after sorted
Convert Products
Example of a One to One conversion:
Convert Quantity
on a specific date
- Boxes to Each
Enter the Quantity
to convert FROM
Select Next when
ready to move on
Convert Products
Select the Category
to convert TO
same in this scenario
Click “Next” and then
“Finish” to confirm Conversion
on the next page
(or “Back” if need to change conversion)
Enter the UOM &
Quantity to convert TO
Search Inventory
Select Search from the Start Menu
Select Search from the Start Menu
- Use Keyword Search to filter inventory
- Use Keyword Search to filter inventory
- Sort each column by clicking on the
- Sort each column by clicking on the
header title
header title
- Select Ship button in the Shipped
- Select Ship button in the Shipped
column to ship specific inventory
column to ship specific inventory
-Select “Receive” to go to the Receive
Products page
Reports: Current Inventory
Select Current Inventory from the Report Menu
- Search Inventory by Category
Click “Go” to start search
-Create Pick List by checking the box and typing
in the quantity to be picked from inventory
-Export entire Inventory or Pick List
Reports: Daily Report
Select Daily Report from the Report Menu
1. Select a Date for the Report & click Update
- The report will only include transactions from that day
- Build a report with all Categories by checking box and
clicking Update button.
-Export the Daily Report into an Excel spreadsheet
1
Reports: Transaction Summary
Select Transaction Summary from the Report Menu
- Search Inventory by Category, ID, and Date
Click “Go” to start search
- Print Transactions for records or receipts
-- Transactions entered together will print together
- Edit certain information for each transaction
- Export Transactions and Donor or
& Recipient
Recipient Info
Info
-
View Categories
Select Categories List from the Reports Menu
Category Management
Category Management Page
- View Category info
- Sort by “Main Category”
- Sort columns by header
Click here to
Export to Excel
- Export entire list to Excel
Tools
Change Password
Contact Us
Warehouse Management Module
What is required to use the Warehouse Management Module?
 Volunteers need:
 Access to a Computer with Internet Connection
 States need:
 Willing volunteers
 Staff willing to attend training
 Signed MOU
 Access to a computer with an Internet connection
 Access to email to monitor status updates
 Commitment to placing and managing offers through the system
Warehouse Management Portal
Thank you!
Aidmatrix Support Contact:
femasupport@aidmatrix.org