Inventory
PrimeroEdge Inventory Management is web-based inventory and ordering software designed to facilitate
complete inventory and ordering control from receiving to storage to distribution. PrimeroEdge offers
real time communication between the central office and sites for accurate and up-to-date information.
The system administrator assigns user rights according to job classifications. All transactions
are tracked and recorded for future reference.
Key Features
- Ordering & Receiving
- USDA Commodity Management
- Online E-ordering
- Physical or Perpetual Inventory
Database Set Up
Database set-up with PrimeroEdge is a snap. Data can be imported using text files or various other
formats including XML, fixed width or delimited files. PrimeroEdge can use numerous delimiters
including comma, tab, pipe, etc.
Software Configuration
PrimeroEdge features a one-stop set up for all PrimeroEdge software products. The Central Office manages
each campus’ operational and contact information which is populated into the database and shared
seamlessly with all PrimeroEdge software products. Each user’s role is established with permissions
and software navigation is assigned by job classification. Our click-and-pick design makes set-up
easy.
Product Configuration
Entering data is usually the most time consuming portion of any software installation. PrimeroEdge
simplifies this task by flexibly importing data using various formats. Vendor information with
key contacts can be imported as well as product information including brand name, unit size,
packaging, product code, UPC code, case cost, broken unit cost and more. Districts can create
custom inventory/ordering categories and input vendor delivery schedules with lead time.
With minimal configuration, the district determines which sites can order each item and from
whom the items can be purchased. This information is updated and available immediately to all
of the schools. In addition, each site’s order guides are automatically set up.
Ordering
To place orders, each site user selects a vendor from a permissible vendor list. Permission
enabled items for each vendor will populate the order guide for order input. As quantities are
entered, the tab key can be used to scroll to the next item. Orders can be left open for
completion later. PrimeroEdge automatically assigns an internal order number to all orders. Each order
defaults to the next designated delivery day for receiving; the delivery dates can be changed.
Other steps or procedures that can be enabled in the ordering process are:
- Orders can be set for review by supervisors or administrators for a combination of school, vendor, or item category. Reviewers can make adjustments, return to manager for modifications, disregard or approve order.
- Orders can be sent electronically using PrimeroEdge eOrdering.
- Consolidation of campus market orders to be received at the Central Warehouse.
- PrimeroEdge retains all order information for rapid retrieval anytime.
- Campus direct deliveries which have not been preordered can be received at each campus and added to the perpetual inventory.
- When order receiving is complete, all received items are automatically added to the campus perpetual inventory.
- View purchase history by school or vendor for a chosen date range.
- Transfer items locally between sites. Inventory adjustments are automatically made to the sites involved in the transfer.