In this article we will cover how FieldCentral users with Heritage as a parts/material distributor can utilize the material usage report in order to quickly reorder necessary materials.
Note: In order for this feature to be useful, the user must first add Heritage as a distributor and have parts/materials mapped accordingly. Please review THIS ARTICLE for more information.
Once logged into your FieldCentral Web account, navigate to the Main Menu and select “Reports”. Then open the “Material Usage” Report.
Set the report parameters as needed and then utilize the Report Format: “Heritage Reorder Pad Import (CSV)” and click “Report”.
Once the report opens, the user will download it as a CSV file.
The file format will follow the example below but with the information from the users material usage report (example data is provided below for this article).
*If users would like to modify the “QTY” they may do so either here in this document or once the list has been imported into the Heritage site.
Once your document is ready, the user will login to their Heritage account and click the “Account” drop down on the top right of the page and select “Shopping List (Reorder Pad)” from the drop down menu.
The user will be brought to “My Shipping Lists” by default where they will click the “Upload CSV” button highlighted below. The user will select the CSV document that they have prepared and click “Upload” to generate the shopping list.
Once imported, the user is able to adjust the shopping list, by selecting all or certain parts to add to their cart. Additionally, users are also able to adjust quantities or “Save & Close” .
Remember, if you use Heritage as a distributor, be sure to take advantage of this time saving feature!
Check out the quick video below!