Product Requests

Product Requests

Product Requests are Products or "materials" someone needs to do a job.  After a product is Requested it will be Issued or "Issued from Stock", which reduces the On Hand Quantity of the product in your Inventory.  Products that are requested will go to the Requested Products page where someone will review and Issue them from Stock.
We also allow Requested products to skip the Request process and go straight to being Issued from Stock.  This is a user Permission called Auto Issue Products, and it is very commonly used in Dental offices, because users often do not need permission to use products, they just need to be able to quickly identify that a product was Used so that the On Hand Qty. can be reduced.

Product Requests

Look for the Product Requests option from the left menu, it will initially open and display the Requested Products page.
  1. There are 4 tabs or pages within Material Request allowing you to see the following information:
      1. Requested Products
        1. Products that users have requested and need - a manager will review and Issue products from this page.
      2. Issued Products
        1. This is the History of all products that have been officially Issued from Stock.
        2. From this page you can review and also Re-Stock products that were either not needed, not used, or issued by mistake.
      3. My Requests
        1. This is the history of all products you have ever personally requested and/or Issued from Stock.
        2. You can use this page to quickly find the products you often use and Request/Issue them from Stock.
      4. Upload Batch Scan
        1. There are a couple of scanners that we support with Clixon the Opticon 2004 and the  Motorola CS3000 with setup and installation support in the Scanning Barcodes help articles here Opticon 2004 - Batch Scanner Information & Setup Guide and Motorola CS3000 series - Batch Scanner Information & Setup Guide

    Requesting & Issuing Products

    Requesting Products

    This is the first step in the process of Issuing products from Stock:
    1. Products can be requested from a Request Form or from the Search bar found in the top left of the Product Requests page.
    1. Request Forms - lists of products that are easy create and use to quickly Request and/or Issue products.
      1. Also found in the left menu.
      2. Simply select a Form from the Request Forms list.
      3. Then enter the Quantity you need for any product(s) on the Form and then click the Add button.
      4. Once you click Add, the product will be added to the Requested Products page (or Issued Products page if you use the Auto Issue permission).
      5. The "Requested Qty." will show for example as, 5 Requested, next to each products Qty. field on the Request Forms if the products are still on the Requested Products page.
    2. Product Requests - use the Search bar (Request Products) in the top right to look up any product(s) you need to request and issue.
      1. If you find what you want in the Search bar, click on it or press Enter to go to the Request Products - Search page.
      2. From the product list Enter the Quantities you need for any product(s) and click Add.
      3. Find and Request additional products using the Search bar and Filters, and then again by entering Quantities and clicking Add.

    Issuing Products

    If you have permission to Issue products this is the second step in the process of Issuing products from Stock:

    To Issue products:
    1. Go back into the Product Requests > Products Requested page.
    2. Again, this page lists every Product Requested from every User.
      1. The most recently Requested products are at the top.
      2. Each product will have a populated Requested Qty. & Issue Qty.
    3. If you need to make a  change to the Issue Department or Requested By assignment for any Requested Product:
      1. Check the Box(s) to the left and use the Mass Update Product option.
      2. Changes to these fields will reflect on your Issued Products report.
    4. Click the Issue All button to Issue the full Requested Qty. for a product.
    5. Or toggle the Issue Qty. + or - buttons to decrease or increase the Qty. and then click Issue Product.
    6. You can use the Search or Requested By filter to narrow the list of Requested Products if needed.

    Issued Products page

    1. Once products have been Issued from Stock they go to the Issued Products page or tab.
    2. This page is your history of all Issued products.
    3. The most recently issued products are at the top, and you will see the following information:
      1. Product Description
      2. Issued Date and Issued Qty.
      3. Requested By, Requested Date, and Requested Qty.
      4. Issue Department (if assigned)
    4. From this page you can also Re-Stock products, see the following section for details.
    Remember to go to the Issued Products Report to review and run reports for all Issued Products.
    1. Go to "Reports" from the left menu and then look for the Issued Products under the Inventory Control section.

    Re-Stock Products

    Re-Stocking products is easily done from the Issued Products page found within the Product Requests option in the left menu.
    1. From the Issued Products page, locate the product you need and click the Re-Stock icon.
    2. After clicking the icon a window will open allowing you to Re-Stock any amount or quantity up to the Quantity that was Issued.
    3. This process will increase the On Hand Qty. of the product and reduce the Issued Qty. and it will adjust the Issued Products Report.
    If the entire Issued Qty. amount is Re-Stocked the instance of the product being Issued will obviously be removed from the Issued Products page and Report.

    My Requests

    This is the history of all products you have ever personally requested and/or Issued from Stock.
    1. You can use this page to quickly find the products you often use and Request/Issue them from Stock.

    Upload Batch Scan

    After Signing into Clixon you can either Upload a Batch Scan file to Issue Products from Stock or Upload to a Cart for Ordering.


    Option 1

    Issue from Stock - Uploading scanned barcodes / products to Reduce Inventory:

    1.     Choose Product Requests from the left menu

    2.     Then choose the Upload Batch Scan tab and then click on the icon or Upload link in the middle of the page.

    3.     Now locate the barcode_output.txt file and click the Open/Choose button.

    4.     On the Upload Batch Scan page back in Clixon, you can review and then click the green Upload button.

    5.     This will Issue the product(s) from stock and automatically direct you to the Issued Products page where you  can confirm the upload is accurate.

    6.     Don't forget to 'Clear' your scanner after each upload is complete.

     

    Option 2

    Ordering - Uploading scanned barcodes / products to a Cart for Ordering:

    1.     Choose Cart(s) from the left menu or go to an Open Cart - either option will allow you to Upload - it depends if you want to Upload to Start a New Cart or Upload to an existing Cart.

    2.     From either page choose the Upload Batch Scan tab and then click on the icon or Upload link in the middle of the page.

    3.     Now locate the barcode_output.txt file and click the Open/Choose button.

    4.     On the Upload Batch Scan page back in Clixon, you can review and then click the green Upload button.

    5.     This will Issue the product(s) from stock and automatically direct you to the Issued Products page where you  can confirm the upload is accurate.


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