The Finalize Reconciliation action is available when an invoice is in the Reconciling status during the reconciliation process. This action can only be accessed from within the Paysheet Document Tab. To successfully finalize the paysheet, all variances must be marked as reconciled (indicated by green badges). If you're unsure what the badge colors m...

Red Rock Report Manual Administration Code Definitions     Company Structure     Global Item Master     Interface References     Invalid Units     Item Master       System Logs     System Security     Finance Cap-Ex     Daily Distributions     Finance Definitions     Invoice Batches     Month End     Receipts/Invoices     Support Interface Review   ...

Approving for Lower Approver Navigating to Approve Documents 1. Go to “Procurement” on the menu bar, then select “Approvals” and then “Approval Documents”     Selecting a Different Approval Queue The View Approval Documents page will automatically filter to display any documents in your approval queue that are awaiting your review. 1. To select a di...

Replacement Accounts are to be used when the COA string is not active or needs to be moved on the General Ledger side.  Example: Purchasing Department does not have a Food COGS account so a Replacement Account would need to be set up to move it from Purchasing Food COGS (not an active account) to Purchasing Operating Supplies (an active Account). In...

RedRock Software SAMMS 3.8.3 Release Notes   Click the link to view, download, or print the release notes.  ...

Company Security Roles allows for restriction and access to View, Charge To, and Deny access to anything within the Company Structure. These are user-controlled roles and can be created as new roles or modified at any time.   Navigate to Company Security Roles  Accessing Company Security Roles 1.1. Go to “Administration” on the menu bar, then select...

The Items Needing Attention widget helps users manage and update their Item Masters by offering different views of item data to highlight areas that need attention. It features a dropdown menu to filter datasets like Newly Created Items and Inventory Balance Concerns.. Each category displays relevant data based on the specific issue being reported. ...

The Current Work Status insight provides a clear visual snapshot of where invoices are in the process, with each bar representing a different status. Hovering over a bar reveals quick insights, including the number and percentage of invoices in that stage. The accompanying grid below updates dynamically based on all or selected statuses, allowing fo...

The PAY Dashboard Navigator includes tools for managing Reconciliation (REC) Centers, which serve as a way to logically group properties, departments, and vendors for improved organization and oversight. By selecting a REC Center, users can filter documents according to these groupings, allowing them to focus on the most relevant data. Each REC Cent...

The Item Editor Attachment tab enables users to upload files related to the item, storing all associated files in one place.  Item Editor Attachments Attachments Tab In the Item Editor, go to the Attachments tab to upload any related documents.     Item Header The attachment item header expanded displayed information including: Commodity Item Image ...

Creating a Contract Release Navigating to Create a Release 1. Go to “Procurement” on the menu bar, then select “Contracts” and then “Create a Release”.       Selecting the Blanket Order Needing a Release Create Contract Release: 2 Methods Once you are on the Create a Contract Release screen, choose the blanket order for which you want to create a re...

The Variances by Supplier insight quickly highlights supplier related discrepancies such as price, quantity, and other variances helping make more informed sourcing decisions and improve operational efficiency. The pie chart includes the total number of invoices with variances. Hovering over a supplier reveals a quick summary, including the number a...

When managing paysheets, you have the flexibility to add terms at different levels, whether globally (to all line items) or to specific line items. This can be done while the paysheet is in drafting status, allowing you to make adjustments before finalizing.  Header Terms Edit Header Terms Action  The Edit Header Term s action opens the Grand Total ...

Frequently Asked Questions pertaining to the Warehouse Dashboard.   Accessing the Warehouse Dashboard on SAMMS How do I access the Warehouse Portal on SAMMS? To access the Warehouse Portal on SAMMS, navigate to the Procurement module, click the dropdown menu, and select Receipts→Warehouse Portal.       Accessing the Warehouse Dashboard on my Tablet/...

The Paysheet Header displays key invoice details and remains visible at all times—regardless of status, workflow stage, or the tab you’re viewing (including Document, Attachments, and Work History). Users can control how much of the header is shown based on their workspace needs: Expand Header: Displays all available header fields for full visibilit...

Physical Inventory Navigating Physical Inventory 1. Go to “Inventory” on the menu bar, then select “Manage Inventory” and then “Physical Inventory”.       Creating a New Physical Inventory Starting Physical Inventory  1. On the View Physical Inventory page, select “New”. 2. In the Create New Physical Inventory popup, fill out the fields: Inventory N...

Create an Invoice Navigating to Create an Invoice Screen 1. Go to “Procurement”, then down to “Invoices” and then “Create an Invoice”.       Add Invoice Details Invoice # - Invoice number must be unique per vendor and cannot be a number already used. Invoice Date Invoice Amount Bill to Department Payment Date Supplier Click “New”.     Add Line Items...

The Warehouse Quick Search widget is designed to help warehouse workers quickly find items within the system and add them to their favorites. Its primary purpose is to provide essential item details while performing tasks such as picking, receiving, or delivering. By delivering key information directly within the user's workflow, without the need to...

The Start Drafting action is available when the invoice is in Assigned status. You can access this action from the Assign to Me Widget or directly within the Paysheet Document tab. This allows you to start drafting the invoice. Start Drafting Action Reviewing the Start Drafting Dialog Below is an overview of the dialog: Comments (Optional) Add any r...

The Three Way Match Scoreboard displays receipts that are ready to be verified or quick invoiced. It provides a clear view of the match status, source verification badges, OCR accuracy, and confidence levels - helping users quickly assess data quality and take informed action. This tool supports faster, more accurate decision-making in the invoice r...

Invoice Batch Creating an Invoice Batch In the finance module the property will be creating Invoice Batch files with closed invoices that will be imported into the financial system. 1. Go to Finance Module → Interfaces → Financial Interfaces. 2. On the Retrieve Data from Financial Interface page, select the Invoice Batches tab. 3. There are two fiel...

Below are the system access roles related to the recipes module. Chef Administration Module - Items Item Maintenance Unit Conversions     Administration Module - Recipes Meal Period Nutrition Recipe Categories Recipe Image Categories     Inventory Module - Department Physical Counts Create Department Count Order Guide Manage Department Count Order G...

The worksheet document section offers a detailed view of the completed worksheet, including scoreboards for ordered, received, deliveries, and work history. The system provides the flexibility to select and display the columns that best suit your needs. Accessing the Received Worksheet Document Double-Click The user can access the worksheet document...

Using Scanners to Perform Physical Inventory When using Scanners to do a Physical Inventory, the Inventory must be in an Open status. Open Inventory in Scanner RedRock Mobile App 1. Once an Inventory is created and in an Open Status, using the Scanner, click on the “RedRock Mobile” app. 2. Sign In 1st field = URL (your company’s RR website) 2nd fiel...

The Low Stock scoreboard in the warehouse helps users monitor inventory by comparing current stock levels with set par levels. It shows key details such as on-hand quantities, amounts on order, and inventory pars, helping users identify items that need reordering. This scoreboard includes all items linked to the inventories in the distribution cente...

Creating an Inventory Request (SR, RT, TR & DT) Navigating to Create Inventory Request 1. Go to “Inventory” on the menu bar, then select “Request Inventory” and then “Create Inventory Request”.       Stock Request Header Maintenance Adding Order Details 1. Inventory Request Type - from the “Document Type” drop down box, select from the following...

Step 1: Accessing Approval Routes Navigate to Approval Routes Go to “Administration” on the Main Menu tool bar, then hover over“Routes” and then select “Approval Routes”       Step 2: Choosing Document Type & Department Document Types & Departments 1. From the drop down menu select the document type the approval route will be for. 2. Scroll ...

The Delete Paysheet action is available when the invoice is in Unassigned status. This option can be accessed from the Paysheet Document tab. Deleting the paysheet will return the invoice to the Three Way Match scoreboard . Delete Paysheet Action Reviewing the Delete Paysheet Dialog Below is an overview of the dialog:  Comments (Optional) Add any re...

The Item Dashboard Tasks scoreboard detail window offers a comprehensive view of the workflow, showing tasks, assigned associates, statuses, priorities, and actions. It streamlines workflow management by providing a clear overview of task progress, making it easier to identify delays or issues that could affect timely completion. Tasks are categoriz...

The POS exports scoreboard detail window functions as a monitoring system that oversees operational efficiency, identifies potential issues, and ensures effective management and utilization of data from POS transactions throughout the organization. It displays essential metrics such as export status, frequency, volume, accuracy, and timeliness. POS ...

A Department Physical Count focuses on the purchases of a department that has not been designated as an inventory, such as a restaurant kitchen or bar. This count is usually conducted monthly and tracks usage based on the prior month’s count, purchases and transfers within that department. Individual users must be assigned the Department Counts Syst...

The outlets scoreboard detail window serves as a crucial tool for tracking and reporting detailed financial information per property with drill-down capabilities for entity and department within retail operations. Outlets Scoreboard Filtering by Department Use the dropdown to filter the outlet window by Property, Entity or Department.     Filtering ...

A variety of reports are available for recipes. To access them from any page, simply go to the main toolbar, click on Reports, and then select Recipes. Each report offers different parameters, some of which may be required to run the report. Required parameters will be displayed in bold. Accessing Reports Reports → Recipes → Show Parameters →Fill ou...

The Retail Calendar widget is designed to present sales data in a calendar format, enabling users to observe day-by-day trends throughout each month.  Understanding the Retail Calendar Widget Retail Calendar The retail calendar offers the same features for both the corporate and outlet dashboards, with the outlet dashboard metrics providing detailed...

Creating an Order Guide Navigating to Create Order Guide 1. Go to “Procurement” on the menu bar, then select “Order Guide” and then “Create Order Guide”.       Order Guides Entry Details Adding Order Details 1. Guide Code: this is an abbreviation of the Guide name and will help when searching for the guide. The Code must be unique and has a max of 1...

The inventory tab presents essential metrics concerning the inventory item. This area tracks the item's location, monitors balances, records adjustments, pars, and current inventory levels. Item Header The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to expand the ite...

The WHS dashboard header includes filters and restrictions to manage distribution centers, enabling logical grouping of inventories and receiving areas. Selecting a distribution center filters receiving and picking workflows, displaying only relevant documents. Users can also add or remove associates, inventories, and receiving areas for each distri...

Capital Projects are used to track expenditures for a specific project and/or event over a given time period with a specified spending amount. Capital Projects may be attached to documents to track and control spending amounts. 1. Navigate to the Manage Projects Screen Accessing Manage Projects 1.1. Go to “Finance” on the menu bar, then select “Capi...

The Redraft Paysheet action is now available during the drafting completed status and reconciliation statuses: variance detected, reconciler assigned, reconciling and reconciled.  Delete Draft Delete Draft  Delete Draft - Moves the paysheet back to the Three Way Match scoreboard, allowing you to start the process from scratch. A Delete Draft confirm...

The Batch scoreboard provides users with an intuitive display of sent batches, including key details such as participants, the date and time of the batch, the number of invoices, and the total batched amount. Users can access the Invoice Batch Group Report for a specific line item using the Open Report action. Additionally, the Batch Highlights feat...

The Variance Scoreboard is a powerful tool designed to help users quickly spot, track, and resolve discrepancies. It streamlines the resolution process by automatically detecting and flagging issues, making it easier to ensure invoice accuracy and accountability. Variance Scoreboard Variance Scoreboard The Variance scoreboard displays the total numb...

The Assigned to Me widget serves as your personal task queue, providing a centralized space to manage and track your assigned work. It helps you stay organized by keeping all drafting and reconciliation tasks in one easy to access location. Assigned to Me Widget Assigned to Me Widget The Assigned to Me widget is the user task queue for managing assi...

Variances by Resolution gives a clear view of how variances are being resolved. It highlights resolution types such as Accept Invoice, Accept Receipt, Accept Source, Accept Requested, and Other. The pie chart shows the total number of resolutions at a glance. When you hover over a slice, you’ll see quick insights, including the total number of resol...

The sourcing tab is an invaluable tool for procurement professionals, enabling them to effectively track supplier details, costs, associated bids, blanket purchase orders, order guides, and active bids.  Item Header The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to ...

Frequently Asked Questions pertaining to the Item Editor.   Side Navigation How do I know which section I am viewing in the Item Editor? When you are in the item editor, the section you are viewing will be highlighted in red in the Side Navigation. In the image below, the user is in the profile section.       Item Header How can I add/change a produ...

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Start Order Guide Navigating to Create Order Guide 1. Go to “Inventory” on the menu bar, then select “Order Guides” and then “Create Order Guide”.       Adding Order Guide Details Order Guide Entry Details 1. Guide Code - this is an abbreviation of the Guide name and will help when searching for guide. The Code must be unique and can only be up to 1...

Browse through the highlights to discover our latest product updates and features.  RedRock Software SAMMS 3.8.3 Release Notes    ...

The Unassign Draft action is available when the invoice is in Assigned status. You can access this action from the Assign to Me Widget or directly within the Paysheet Document tab. This allows you to unassign the draft and make it available for others to claim. Unassign Draft Action Reviewing the Unassign Draft Dialog  Below is an overview of the di...

The Retail Top Sellers widget is designed to present sales data linked to the calendar filter, enabling users to observe day-by-day trends throughout each month.  Understanding the Retail Top Sellers Widget Retail Top Sellers The Retail Top Sellers widget allows users to see the top-selling items in the retail category, enabling quick identification...

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Process Department Transfers  Navigating to Department Transfers 1. Go to “Inventory” on the menu bar, then select “Request Processing” and then “Department Transfers”.       Locating Department Transfer Finding DT to Process 1. On the Department Transfers: Process Open Documents, type the DT number of the document you want to process into the Searc...

All work performed in the reconciliation process will be done in the Reconciled Scoreboard. Invoices in the statuses Variance Detected → Reconciled Assigned → Reconciling → Reconciled are part of the reconciliation process. This process is triggered when a variance is identified during the drafting phase. Unlike straightforward invoices, those with ...

Reports to Use for Month End Balancing Reports to Use for Month End Balancing To track the receipts that were closed during the month and reported on the ending inventory balance report to compare to the GL to ensure all the invoices were posted. The ending inventory balance report is showing more receipts than what was posted/accrued. The above sta...

Creating an Inventory Request from an Order Guide (SR, RT, TR, & DT) Navigating to Request From Guide 1. Go to “Inventory” on the menu bar, then select “Request Inventory” and then “Request From Guide”.       Select an Order Guide Selecting the Order Guide 1. Search and select the guide you would like to use. 2. Once the order guide is selected ...

The Paysheets scoreboard gives users a clear, visual overview of an invoice’s entire lifecycle - from drafting and reconciliation all the way to completion. It acts as a central hub where you can track the progress of each invoice, understand its current status, and see who’s been involved at each stage. Key Highlights: Full Invoice Lifecycle at a G...

The View Invoice feature allows users to display the attached invoice scan side-by-side with the Invoiced Scoreboard grid, making it easier to review and enter information during the drafting process. This clear, visual comparison helps users quickly verify line item details such as quantity, price, and terms ensuring they align between the invoice ...

Process Stock Returns Navigating to Stock Returns 1. Go to “Inventory” on the menu bar, then select “Request Processing” and then “Stock Returns”.       Locating Stock Returns Finding RT to Process 1. On the Stock Returns: Process Open Documents, type the RT number of the document you want to process into the Search box. Then, press Enter on your ke...

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The Payment Calendar Insights provides users with a visual daily breakdown of data based on the selected filters from the Calendar dropdown. The calendar is used to help users quickly identify trends, activity levels or groupings on specific days, offering a clear overview of workload or patterns at a glance. Payment Calendar Insights Payment Calend...

  Creating Offset Accounts    Step 1: Accessing Offset Accounts Accessing Offset Accounts 1. Go to Finance→Accounts→Offset Accounts 2. On the View Offset Account toolbar select “New”.        Step 2: Creating an Offset Account Offset Account Details: 2 Columns 1. The Offset Accounts Details page will open, displaying two columns: originating level an...

Receiving the Document Navigating to Receive a Document 1. Go to “Procurement” on the menu bar, then select “Receipts” and then “Receive a Document”.     Locating the PO/CV to Print 1. On the View Documents Available to Receive page, search and check mark the document that needs to be printed. 2. Click on “Receive Line Items”     Selecting Items and...

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Approvers have multiple options to be able to approve or reject documents. This training guide will show how to do so through email, through the approval widget on the Portal, and the Approve Document screen. Email Approving/Rejecting a Document via Email: Details 1. When a document is submitted for approval, approvers will receive an email in their...

  RedRock Software WHS 2.4.4 Release Notes Click the link to view, download, or print the release notes.  ...

RedRock Software SAMMS 3.8.1 Release Notes    Click the link to view, download, or print the release notes.  ...

Browse through the highlights to discover our latest product updates and features. ...

Release Highlights Browse through the highlights to discover our latest product updates and new features.    Release Notes Click the link to view, download, or print the release notes.  ...

Browse through the highlights to discover our latest product updates and features.   ...

The View Item action is accessible from the Paysheet Document tab, regardless of the document's status or whether you're in read-only or edit mode. This option is available for items that have a product number.    Commodity Purchase Items Please note that the View Item action is not available for commodity purchase items.     Item Editor - Sourcing ...

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G/L Journal Entry G/L Journal Entry A copy of the month end journal entry can be produced from the Reports menu tab by selecting Finance and then select Month End in the left hand column. The Journal Entry is a single report broken into 4 different sections. Adjustments – This part of the entry is a summary of the adjustments made to the inventoryac...

Release Notes Click the link to view, download, or print the release notes....

Version 3.6.3 has incorporated a change to Capital Projects that will allow for the true use of override accounts on documents. If your property is using Capital Projects on V3.6.2 or lower and you have accounts added to the project, the below will provide information on making changes to allow a single override once you have been upgraded to V3.6.3...

The Warehouse Calendar widget is designed to help users quickly grasp the daily workload tasks. Understanding the Warehouse Calendar Expand/Compress Icon Click the expand icon to enlarge the "Warehouse Calendar" widget. Click the same icon again to minimize the widget. Your browser does not support HTML5 video.     Toggle Work The toggle work featur...

    RedRock Software SAMMS 3.8.2 Release Notes   Click the link to view, download, or print the release notes....

Creating a Direct Receipt Navigating to Receive a Contract 1. Go to “Procurement” on the menu bar, then select “Receipts” and then “Receive a Contract”     Selecting the BPO to Create Direct Receipt 1. On the Create a Direct Receipt page, choose the BPO you want to make a direct release on. You can select the PO either by checking the box next to th...

Supplier.Bid RFQ Sending PR to Supplier.Bid 1. To send a PR to Supplier.Bid you first need to go to Procurement -> Request ->Open Request. From this screen you are going to click on the check box next to the PR you want to send to Supplier.Bid. 2. Once that is done you will need to click on the Send RFQ button located in the Menu bar. 3. If th...

Variance badges are visual indicators that help users quickly identify variances throughout the platform. These badges appear in key areas: Variance Scoreboard Paysheets Scoreboard Assign to Me widget Paysheet Document tab When a variance is first triggered, it appears with its default badge color and label, indicating the specific type of variance....

The worksheet attachment tab allows users to upload documentation for reference, bringing all relevant documents and information together in one place and saving time by eliminating the need to search for separate files elsewhere. There are five attachment types available: Packing Slip Damaged Evidence Other Variance Support Invoice Scan Worksheet A...

The Paid/Not Paid feature is available in the Invoiced Scoreboard while the Paysheet is in Drafting status. It allows users to control which invoice items are marked as paid or not paid, and filter the view accordingly. Responsive Toolbar The feature includes a responsive toolbar with three button groups: $ - Show Only Paid Lines  Check - Edit What ...

The Item Quick Search widget is designed to provide system administrators with comprehensive access to item highlights and a dynamic selection view. Designed to support efficient item setup and maintenance, it includes a Quick Search feature for locating items and adding them to favorites. With customizable item highlights across inventory, recipes,...

1. Navigate to Terms 1.1. Go to “Administration” on the menu bar, then select “Procurement” and then “Terms” 2. Create a new Term 2.1. Click “New” 2.2. Fill in all the required fields.Any field in bold text is required and non-bold text is optional. 2.2.1. Associated Property: If the Company has multiple Properties, each Property will need its own T...

Process Stock Transfers Navigating to Stock Transfers 1. Go to “Inventory” on the menu bar, then select “Request Processing” and then “Stock Transfers”.       Locating Stock Transfers Finding TR to Process 1. On the Stock Transfer: Process Open Documents, type the TR number of the document you want to process into the Search box. Then, press Enter o...

The Invoice Source Badges indicate how each source was received and/or processed. These badges appear in the Incoming, Three Way Match, and Paysheets scoreboards.  All badges are shown, but only those relevant to the documents source are enabled within each specific scoreboard. This allows users to quickly identify how each invoice was received or p...

RedRock Software WHS 2.3 Release Notes Click the link to view, download, or print the release notes.      ...

Process Stock Requests Navigating to Stock Requests 1. Go to “Inventory” on the menu bar, then select “Request Processing” and then “Stock Requests”.       Locating Stock Request Finding SR to Process 1. On the Stock Request: Process Open Documents, type the SR number of the document you want to process into the Search box. Then, press Enter on your...

Start Order Guide Start Order Guide 1. Go to “Outlets” on the menu bar, then select “Outlet Portal”. 2. Click “Outlet Guides” tab. 3. Click “New”.     Add Guide Details Add Guide Details 1. Guide Code - This is an abbreviation of the Guide name and will help when searching for the guide. The Code must be unique and has a max of 15 characters 2. Name...

Procurement Requests are used when a Department needs to order product from a Supplier/Vendor. 1. Start Request Accessing Create a Request 1.Go to “Procurement” on the menu bar, then select “Request” and then “Create a Request”. Procurement→Requests→Create a Request.       2. PR Entry - Required Fields  Adding Bolded Order Details 2.1. Bill to Depar...

The Paysheet Document Tab Audit feature allows users to view audit details directly while working within the Invoiced or Reconciled Scoreboard. This feature provides visibility into changes performed on the paysheet, helping users track work history and maintain accountability. Audit details can be viewed in either the Side View or the Grid View, de...

The point of sale tab provides real-time metrics and performance insights concerning sales and transactions within the point of sale system.  Item Header The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to expand the item header, modify the necessary fields, and then ...

The detail window of the price changes scoreboard allows surge price adjustments in RTL. This scoreboard assists in tracking and understanding price adjustments across various products and locations. Price Changes Scoreboard Price Change Filter Options Use the dropdown to filter the price change window by Schedules Changes, Current Prices, By Adjust...

RedRock Software SAMMS 3.8.0 Release Notes    Click the link to view, download, or print the release notes....

Electronic Data Exchange Electronic Data Exchange RedRock Software has an industry standard EDI interface to selected suppliers to send orders and bids directly to the supplier’s ordering system. This eliminates the supplier having to key in emailed orders into their order system. The item catalog is mapped to the supplier’s item reference number an...

RedRock Software WHS 2.2 Release Notes Click the link to view, download, or print the release notes....

Frequently Asked Questions pertaining to the Retail Dashboard   Accessing the Retail Portal on SAMMS How do I access the Retail Portal on SAMMS? To access the Retail Portal on SAMMS, go to the Retail module and select Retail Portal.       Creating a New Retail Item How do I create a new Retail Item? Refer to the Article - Section: Process of Creatin...

Release Highlights Browse through the highlights to discover our latest product updates and features.  Release Notes Click the link to view, download, or print the release notes....

  Accessing Users Step 1: Accessing Users 1. Go to “Administration” on the menu bar, then select “Security” and then “Users”       Adding a User Step 2: Adding a User 1. Select “New” at the top tool bar. 2. In the User Details page, enter in the required information (in bold):  Code (user’s login name), First Name, Last Name, Home Department, Email ...

Physical Inventory - Importing Counts You can only import counts into an Inventory that is currently open. Navigating Physical Inventory 1. Go to “Inventory” on the menu bar, then select “Manage Inventory” and then “Physical Inventory”. 2. In the View Physical Inventory section, find the open inventory to which you want to import counts.       Print...

The Assign Draft action is available when the invoice is in an Unassigned status. This option can be accessed from the Paysheet Document tab. This allows you to assign the invoice to a participant for drafting. Assign Draft Action Reviewing the Assign Draft Dialog Below is an overview of the dialog: Assign To  You can either type a participant's nam...

The Assigned to Me Widget is designed to help users stay organized and manage their tasks effectively by displaying all work, progress updates, and actions in one convenient location.  Understanding the Widget Widget Flip Use the Widget Flip icon to flip the "Assigned to Me" widget and check how often it auto-refreshes. By default, the widget auto-r...

Adding Pre-Payments & Deposits Adding Pre-Payments & Deposits 1. Create Deposit/Pre-payment Item in Item Master Go to “Administration”, then select the “Items” submenu, and select “Item Maintenance”.  2. Replacement Account In most cases you will want to set up a replacement account that will allow the item to be ordered on a document. (in V...

The ITM Insights widget includes a pie chart on the left that shows the distribution of the item master by commodity. By default, it highlights the top 10 commodities with the most items, while the remaining items are grouped under "other." On the right, the widget displays line item details related to the Items by Commodity Graph. Items by Commodit...

Frequently Asked Questions pertaining to the Items Dashboard New Item - Commodity Search When creating a new product, why can’t I search by commodity codes with only 1 or 2 characters? When creating a new item or product across all dashboards, the commodity code lookup requires a minimum of 3 characters. This character requirement helps streamline t...

The Work History Audit tab provides a end-to-end view of the audit lifecycle, clearly illustrating the progression of each document from initial request through final reconciliation. It serves as the central narrative for the audit, capturing every phase of activity in a structured and transparent manner. Requested Sourced Received Invoiced Reconcil...

The Inventory scoreboard provides users with quick access to inventory-related information, including which items are in inventory, the number of inventories they are linked to, any associated storage locations, current valuation, and action options. Inventory Scoreboard Inventory Scoreboard The Inventory scoreboard shows the total number of invento...

The transaction tab offers a complete overview of all purchasing and inventory transactions related to the item, including transaction history, details, inventory status, and financial information, all consolidated in one place for easier reference. This section is crucial for tracking the item's lifecycle and making informed inventory and financial...

The Paysheet Attachment Tab allows you to upload supporting documents related to an invoice, helping keep all relevant information in one central location as the invoice moves through the procure-to-pay process. There are five attachment types available: Packing Slip Damaged Evidence Other Variance Support Invoice Scan Paysheet Attachments Attachmen...

Invoice Variance Checking Set Up "Invoice Variance Checking" can be configured at both the item level and the commodity level. If you want variance checking to apply to all items within a commodity, you should set this default at the commodity level.   Set Up Invoice Price/Receiving Variance Checking Invoice Variance Checking - Item Level 1. Go to A...

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Sourcing and Supplier Management The Sourcing and RFx Module is a portal that allows vendors to register and provide information about their business. They can bid on recurring items and respond to requests for quotes. Vendors have access to view and respond to their Purchase Orders. Supplier Management Portal Supplier Management Portal Enable corpo...

The RedRock Print Router is a small windows executable that off loads the automatic printing of Documents to printers hosted on the Customer’s network. Executable Brokers Communication The Print Router executable brokers communication between a client's internal printing resources and the external RedRock resources. The Print Router also allows for ...

Creating a Contract from a Procurement Request Creating a Contract from a Procurement Request ensures that the Contract undergoes the necessary approval process before it is finalized. For the Procurement Request to be used in creating a Contract, it must include a Buyer and a Supplier. Start Request Accessing Create a Request 1.Go to “Procurement” ...

The retail items scoreboard detail window provides detailed information for all retail items available in the system. The scoreboard provides essential functionalities for managing retail items within the system. Users can easily filter and search through items, create new retail items directly, and import existing items into the RTL module.  Retail...

POS Item Management Accessing POS Management Portal  Accessing POS Management Portal  1. Go to “Retail”, then select the “Items” submenu, and select “POS Management”     Create a New Item Create a New Item From the View Item screen select the “New” button. Once the “New” button is selected the new item wizard will pop up. 1. Select Commodity – selec...

The User Portal allows Users to customize and arrange their home screen to each Users’ needs. The more system access a User has, the more options that will be available to them on the Portal. The Portal is broken up in the three parts which are called Zones; the Right Zone, the Middle Zone, and the Left Zone. These Zones are the only places where yo...

Generated Cycle Counts Generated Cycle Counts will select 10 random items from the inventory for counting on the scheduled cycle count days (please consult your Project Manager for setup and changes). Once an item is chosen by the Generated Cycle Counts, it will not be eligible for selection again until the following month. Generated Cycle Count Ema...

Accessing the Recipe Module in SAMMS is similar to other modules. To open the menus, hover your mouse over the desired option and click to display the sub-menu options for that module. Keep in mind that some menu options may be limited based on user access rights. Accessing the Recipe Module Accessing the Recipe Module To access the Recipes Module, ...

Manage Recipes - New Navigating to Manage Recipes 1. To access the Manage Recipes from any screen: Go to Recipes → Recipes → Manage Recipes.  2. Click "New" on the View Recipe Item List page to navigate to the Recipe Detail page, where you can enter all the necessary information to create a new recipe in the system. Your browser does not support HTM...

Recipe Inquiries Navigating to Recipe Inquiries Recipe Inquiries allows users to search recipes and ingredients without being able to make modifications. 1. To access the Recipes Inquiries from any screen: Go to Recipes → Recipes → Recipe Inquiries.  2. The document level toolbar provides users with various tools related to the recipe.     Search Cr...

R&D Recipes Navigating to R&D Recipes R&D Recipes enable users to test recipes in the research and development area. 1. To access the R&D Recipes from any screen: Go to Recipes → R&D Recipes      Understanding the View R&D Recipes Page Understanding the View R&D Recipes Page The View R&D Recipes page is divided into t...

Ingredient Find and Replace Navigating to Ingredient Find and Replace Ingredient Find & Replace enables bulk updates of an ingredient across multiple recipes. 1. To access the Ingredient Find & Replace from any screen: Go to Recipes → Recipes → Ingredient Find and Replace.      Search Criteria Search Criteria The Recipe Module submenus: Mana...

Creating a Procurement Request The system calculates the totals for the items needed from the recipe when it is selected in a procurement request. 1. Navigate to Procurement→Requests→Create a Request. 2. Fill out the Bolded Required Fields: Bill to Department, Required Date & Receiving Area. Select “New.” 3. In the Details tab, select Recipes.  ...

The All Items scoreboard offers users quick access to Sourcing-related details, showing the prime supplier, number of suppliers, order guides, blanket POs, and current bids associated with the item. Clicking on the item will take the user directly to the item editor's sourcing tab for more information. All Items Scoreboard All Items Scoreboard The A...

The Paysheet Document Tab provides a comprehensive view of the entire procure-to-pay journey in a single, centralized location.  It allows users to visually track the progress of a document through key stages, including: Requested Sourced Received Invoiced Reconciled These stages are displayed through intuitive scoreboards, making it easy to monitor...

The Recipes scoreboard gives users quick access to recipe-related details, including recipe category, costing method, ingredient information, yield, and recipe cost. Recipes Scoreboard Recipes Scoreboard The recipes scoreboard displays the total number of recipes in the system.     Create New Recipe  The Create New Recipe function allows users to cr...

The warehouse dashboard displays detailed scoreboard and widgets capturing real time overview of tasks needing to be completed in the warehouse. The scoreboard captures tasks as they transition through various states via work ultimately ending as a completed worksheet. As tasks come in, they will be assigned to a associates who will perform work on ...

The worksheet document section provides a detailed view of the completed picked worksheet document, including scoreboards for requested, picked, deliveries, and work history.  Accessing the Picked Worksheet Document Double-Click The user can access the worksheet document by navigating to the worksheet scoreboard and double-clicking the desired docum...

The Retail scoreboard offers users quick access to  POS-related data, including unit details for each item, SKU and UPC quantities, pricing information, and various actions such as creating tasks, adding new SKUs or UPCs, or favoriting the item. With just a click, users can easily navigate to the item editor's point of sale tab for further details. ...

  RedRock Software WHS 2.4.5 Release Notes Click the link to view, download, or print the release notes.  ...

The Three Way Match ( 3WM ) process compares three key documents in the procure-to-pay workflow: the purchase order (PO), the goods receipt, and the invoice. The purpose is to ensure that what was ordered, what was received, and what is being billed all align. 3WM status badges visually indicate the outcome of this comparison — showing whether the d...

Print Journal Entry Print Journal Entry 1. Go to “Reports”, then select the “Finance Reports” 2. Expand the section for “Month End” reports, and select the first report. Journal Entry - Click “show parameters”, then fill in the following.  1) Property 2) Year 3) Period - Click “Run Report” 3. The JE consists of 4 sections. The following sections of ...

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The receiving scoreboard detail window displays tasks that include purchase orders scheduled to be delivered. To Receive Scoreboard Filter by Period Use the Filter Period dropdown to filter by Today, Yesterday, Tomorrow, This Week, Next Week, This Month, Next Month, Past Due or All. Note: The system will remember the filter period the user selected....

The Assign Variance action is available when a variance is in the Variance Detected status. You can access this action from the Variance Scoreboard or directly within the Paysheet Document tab. This allows you to assign the variance to a participant for reconciliation. Assign Variance Action Reviewing the Assign Variance Dialog Below is an overview ...

The Retail Quick Search widget is designed to help retail admins quickly find items within the system and easily add them to their favorites. Tailored to the admin user's responsibilities in setting up and maintaining retail items, the widget’s scoreboard guides them to the relevant sections of the item editor, streamlining the setup process for imp...

RedRock Software ITM 3.0 Release Notes Click the link to view, download, or print the release notes....

The Create Task dialog allows users to easily create and manage tasks from various locations throughout the system, including ITM scoreboards, WHS worksheets, Retail Quick Search, and Pay Paysheets. This dialog helps streamline task creation and ensures all required information is captured before submission. Create a Task Required Fields Before you ...

The Assigned to Me Widget is designed to help users stay organized and manage their tasks effectively by displaying all work, progress updates, and task edits in one convenient location.  Understanding the Widget Expand/Compress Icon Click the expand icon to enlarge the "Assigned to Me" widget. Click the same icon again to minimize the widget.     G...

The Work History Invoiced Scoreboard provides a detailed audit view of all actions taken while working within the invoiced scoreboard. It captures the full story of user activity by tracking changes, updates, and interactions across the invoice lifecycle, giving users clear visibility into what happened, when it happened, and how the invoice evolved...

The picking scoreboard detail window displays tasks that include stock request that are ready to be picked.  To Pick Scoreboard Filter by Period Use the Filter Period dropdown to filter by Today, Yesterday, Tomorrow, This Week, Next Week, This Month, Next Month, Past Due or All. Note: The system will remember the filter period the user selected. Whe...

1. Navigate to Contacts 1.1.  Go to “Administration” on the menu bar, then select “Contacts” and then “Contacts” 2. Create a new Contact 2.1. Click “New” 2.2. Fill in all the required fields.Any field in bold text is required and non-bold text is optional. 2.2.1. Code: This Code can match the Supplier Code or Name to make it easier to find and match...

The Warehouse Insights widgets provide a detailed work log that captures daily tasks. This widget tracks the workflow, showing associate working on the task, the type of work being performed, document number, and the time frames related to the tasks. The insights are valuable for viewing others' tasks, as they help you understand who is working on w...

The Cancel Draft action is available when the invoice is in the Drafting status. You can access this action from the Assign to Me Widget or directly within the Paysheet Document tab. Using this action cancels the drafting work and moves the invoice back to the Assigned status. Cancel Draft Action Reviewing the Cancel Draft Dialog Below is an overvie...

For customers with an existing Financial Interface, the Supplier creation should originate in the Financial System. Once created, the Supplier information will be included in the Interface file that is sent to RedRock. If there is not a Financial Interface, or if it is an emergency and time does not allow for the Supplier file to transfer, then a Su...

The Work History Reconciled Scoreboard provides a detailed audit view of all actions taken while working within the reconciled scoreboard. It captures the full story of user activity by tracking changes, updates, and interactions across the reconciliation lifecycle, giving users clear visibility into what happened, when it happened, and how the invo...

All work performed in the drafting process will be done in the Invoiced Scoreboard. Invoices in the statuses Unassigned → Assigned → Drafting are considered to be in the drafting process. This phase is a key step in the procure-to-pay lifecycle, where invoice details are reviewed, confirmed, and prepared for finalization. Depending on how the docume...

The Internal Reference field can be used for filtering and searching on any Procurement documents, except for Invoices. Internal References  In a Procurement Document 1. In a Procurement document, enter the Reference in the "Internal Reference" field. Note: Max character limit is 15. 2. When the document is complete; Update then Process and Finalize...

The commodity scoreboard provides a clear overview of key commodity details. The scoreboard allows users to quickly assess the current state of the commodities and make informed decisions or adjustments as needed. This streamlined view helps enhance efficiency and ensures important information is easily accessible. Commodities Scoreboard Commodities...

Whether a recipe is being transferred for a one-time purpose or on a regular basis, we’ll discuss how to effectively manage both options below. One-Time Department Transfer (DT) Navigating to Department Transfers 1. Go to “Inventory” on the menu bar, then select “Request Inventory” and then “Department Transfers”.     Create a New Department Transfe...

RFx RFx RFx : Internal users can manage RFI/RFP/RFQ/bids and repeat bids. RFx - RFx Library: Internal users can add, view, edit, delete and manage RFx Library related information on this module. Search RFx Library Internal users can search RFx Library by keywords, if you click Search without entering any keywords, all RFx Library created are display...

The sold exceptions scoreboard detail window monitors and shows cases where items were sold under special conditions or circumstances. These situations may require specific resolutions or documentation for operational purposes. Sold Exceptions Scoreboard Search Here The sold exceptions window includes smart contextual searching capabilities in the S...

The Retail tab offers detailed metrics and performance insights for retail items. This includes information on retail classifications, financial metrics, pricing basis, and related retail items. Item Header The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to expand th...

Replenishing Inventory Navigate to Replenish Inventory 1. Go to “Inventory”, then “Manage Inventory”  and select “Replenish Inventory”.       Selecting Inventory Account to Replenish Inventory Stock Replenishment Selection Choose the inventory account you want to replenish and specify the required date for the items you’re ordering. 1. Department: T...

Start the 3 Way Match Navigating to Open Invoices 1. Go to Procurement → Invoices → Open Invoices.     Creating a Match Template 1. On the Open Invoice Management page, click the Create Match Template button in the middle menu bar. 2. This will bring up the Create Invoice Match Criteria pop-up.      Create Invoice Match Criteria Pop-up 1. Enter the ...

The item editor includes a side navigation with tabs providing additional item information via scoreboard and widget views. These scoreboards and widgets offer concise insights into essential item details, supporting informed decision-making and efficient management practices. Item Editor RedRock Logo Click the RedRock logo in the top-left corner to...

The worksheet reports tab provides access to the worksheet document reports for delivery sheets, purchase orders, and receipts. It also offers options to email, download, or print the report, as well as search within the report. Accessing Additional Information Double-Click To access the worksheet report Go to the worksheets scoreboard. Locate the d...

RedRock Software SAMMS 3.8.4 Release Notes Click the link to view, download, or print the release notes. ...

Starting the PunchOut Navigating to Start PunchOut 1. Go to “Procurement” on the menu bar, then select “PunchOut” and then “Start PunchOut”.       Choosing the Supplier Select the Supplier 1. On the Start PunchOut page, click on the Supplier you need to order from. This will take you to that website. 2. Add Items needed to your cart. (Note: each Pun...

  Finding the Control Settings Tab 1. Navigate to Property– Control Settings 1.1.  Go to “Administration” on the menu bar, then select “Company Structure” and then “Properties” 1.2. Search and select a Property 1.3. Click on the “Control Settings” tab       Auto Close Short Shipment Gives the Property the option of having the system automatically cl...

RedRock Software WHS 2.4 Release Notes   Click the link to view, download, or print the release notes.  ...

Menu Sub Menu Menu Name Command       Administration       Company Structure Corporation ACOR Properties APRP Entities AENT Departments ADPT Department Types ADTP Receiving Areas ARCV Zones AZON     Administration     Contacts Contacts ACON Contact Categories ACCG Addresses AADR Cities ACTY States ASTE Countries ACNT Administration Finance Account S...

Users assigned the "IT Help Desk" System Access Role can reset passwords for other users. This is typically used when a user needs assistance with resetting their password but should not have the ability to create new users.   1. Navigating to Password Reset Navigating to Password Reset 1.1. Go to “Administration” on the menu bar, then select “Secur...

Transmission Status Inquiry The Transmission Status Inquiry feature enables users to track all transmission types, including email, print routes, EDI, and fax. Navigating to Transmission Status 1. On the menu bar go to “Procurement”, then select “Inquiries” and then “Transmission Status”.       Utilizing Transmission Status Within the Transmission S...

Document Statuses Document Statuses OPN-NA = Open - Didn't need Approval OPN-CMP = Open - Went through Approvals OPN-REJ = Open- Rejected awaiting Change(s) (Invoices only) CLS-NA = Closed - Didn't need Approval CLS-CMP = Closed - Went through Approvals D-INC = Deleted - Deleted before Approvals and/or Didn’t need Approvals D-CMP = Deleted - Deleted...

Manage Recipes Navigating to Manage Recipes 1. To access the Manage Recipes from any screen: Go to Recipes → Recipes → Manage Recipes.  2. The document level toolbar provides users with various tools related to the recipe.       New Recipe Manage Recipes - New Option Selecting "New" on the View Recipe Item List page directs users to the Recipe Detai...

The item dashboard offers a comprehensive, real-time overview of item metrics through scoreboards and widgets, including all items, inventory, retail, recipes, tasks, and commodities. It provides an organized interface for managing and analyzing item data, with tasks that can be assigned to workers. By categorizing items by type and purpose, the das...

The Sales by Outlet widget displays a pie chart showing total sales, with the highest sales grouped by the number of departments selected, while all other sales are categorized as "Other." This widget is unique in that it updates when a user selects a specific outlet, switching to display Sales by Commodity relevant to the chosen outlet. Understandi...

1. Go to Item Maintenance Navigate to Item Maintenance 1.1. Go to “Administration” on the menu bar, then select “Items”and then “Item Maintenance” 1.2 On the View Items page → Document Toolbar →Click “New”       2. Create a New Item Product Details - General Tab 2.1. To create a new item, start by filling out the general tab for the product details....

Quick Procurement Screen Accessing Quick Procurement 1. Go to “Procurement” on the menu bar, then select “Orders” and then “Quick Procurement”. 2. Click the “Clear” button if you want to see all open Procurement Requests.     Quick Procurement Page: Assign Supplier Assign Supplier – use this if there is no supplier for the item or an item is under t...

The Sales vs COGS widget is designed to present profitability and operational efficiency data in a chart format, enabling users to compare sales versus cost of goods sold (COGS) over time. This visualization helps businesses analyze their revenue generation in relation to the direct costs associated with producing goods or services, providing insigh...

The Cancel Reconciliation action is available when a variance is in the Reconciling status. You can access this action from the Variance Scoreboard , Assign to Me Widget or directly within the Paysheet Document tab. Using this action cancels the reconciliation work and moves the variance back to the Reconciler Assigned status. Cancel Reconciliation ...

A blanket purchase order is useful for items covered by a contract, service agreement, or RFP, or for those that are consistently ordered from the same vendor. Creating a Blanket Purchase Order (Contract) Navigating to Manage contracts 1. Go to “Procurement” on the menu bar, then select “Contracts”, and then “Manage Contracts”. 2. On the "View Contr...

The worksheet scoreboard detail window provides an overview of the warehouse worksheet's workflow, displaying tasks, assigned workers, and progress indicators. A warehouse worksheet is a tool used to manage orders, operations, or tasks within the warehouse. The worksheets inquiry scoreboard monitors and logs key information related to the document's...

RedRock Software SAMMS 3.8.4 Release Notes Click the link to view, download, or print the release notes. ...

Quick Procurement Page Navigating to the Quick Procurement Page 1. Go to “Procurement” on the menu bar, then select “Orders” and then “Quick Procurement”.       Quick Procurement Search Criteria Filtering the Procurement Data When you first access the Quick Procurement page, you'll notice a variety of options for filtering the procurement data. You ...

Release Highlights Browse through the highlights to discover our latest product updates and features.    Release Notes Click the link to view, download, or print the release notes....

The revenue scoreboard detail window is a performance tracking system that monitors and presents revenue metrics and key performance indicators (KPIs) for a business, offering drill-down capabilities for detailed analysis. Revenue Scoreboard Revenue Filter Options Use the dropdown to filter the revenue window by Point of Sale, Property, Entity, Outl...

The Incoming scoreboard displays orders that are ready to be received or require manual matching, allowing users to quickly spot items needing attention. It helps maintain visibility over pending receipts and streamlines the receiving process for greater efficiency. Incoming Scoreboard Incoming Scoreboard The Incoming scoreboard displays the total c...

1. Start Request Accessing Request from Guide 1.Go to “Procurement” on the menu bar, then select “Smart Request” and then “Create from Guide”. Procurement→Smart Requests→Create From Guide 2. Also accessed through Procurement→Requests→Request from Guide.       2. Selecting an Order Guide Selecting the Order Guide 2.1. On the Create Request from an Or...

The Finalize Draft action is available when the invoice is in Drafting status. It can be accessed from the Assign to Me Widget or directly within the Paysheet Document tab. Using this action completes the drafting process and updates the invoice status: If there are no variances, the invoice moves to Invoiced status. If there are variances on the pa...

The Supplier Unit Mapping provides mapping definitions for EDI or Punch out Interfaces.  EDI Supplier Unit Mapping Accessing EDI Supplier Unit Mapping  Go to “Administration” → “Utilities” → “Integration Configuration → “Supplier Integration”. On the Supplier Integration Workbench page, select the EDI Supplier in the Suppliers section. In the Unit M...

Setting Up Auto Bid Email Navigating to Bid Sheet Maintenance 1. Go to “Procurement” on the Main Menu tool bar, then hover over “Bids” and then select “Bid Sheet Maintenance”.       Select Bid Sheet View Bid Sheet Screen 1. On the View Bid Sheets page, select a Vendor Bid Sheet to setup for Auto Bid Emailing. 2. From the Send @-Quotes dropdown menu,...

Browse through the highlights to discover our latest product updates and features.  RedRock Software SAMMS 3.8.0 Release Notes...

The Invoicing Dashboard (PAY) is a centralized platform designed to streamline the invoice lifecycle with a particular focus on automated 3-way matching, real-time insights and efficient variance resolution. Designed for smarter payments, PAY improves accuracy, accelerates processing, and enhances visibility at every step.  Invoicing Dashboard  PAY ...

An Invoice Variance happens when there is a discrepancy between the pricing listed on the RedRock document and the pricing shown on the supplier’s invoice. This document describes the procedure for identifying and addressing such variances. Start the Invoice (Accounts Payable) Navigating to Invoice a Document 1. Go to “Procurement”, then down to “In...

The retail dashboard displays detailed scoreboards and widgets capturing real time overview of retail metrics including retail items, outlets, revenue, sold exceptions, pos exports and price changes. The dashboard can be viewed in either “corporate dashboard” or “outlet dashboard” mode displaying specific information based on the dashboard selected....

Line Defaults can be applied to any Inventory and Procurement documents, with the exception of Receiving, Direct (Contract) Receiving, and Invoices. Use Line Defaults to apply changes made to the document header across all items already listed on the document. Line Defaults - In the Document Line Defaults 1. When you make changes to the header detai...

The Unassign Variance action is available when a variance is in the Reconciler Assigned status. You can access this action from the Variance Scoreboard , Assign to Me Widget or directly within the Paysheet Document tab. This allows you to reassign the variance to a participant for reconciliation. Unassign Variance Action Reviewing the Unassign Varia...

Invoicing a Document Navigating to Invoice a Document 1. Go to “Procurement”, then down to “Invoices” and then “Invoice a Document”.       Select Document to Invoice Selecting the Document to Invoice 1. On the Invoices: Invoice a Document, search and select the document you would like to invoice. 2. Click on “Quick Invoice”.        Add Invoice Detai...

Order Guides must be created to do Department Inventories. See Create Procurement Order Guide and/or Create Inventory Order Guide User guides. Go to Reports Module Go to Reports Module 1. Go to “Reports” on the menu bar, then select “Inventory”     Open Count Sheet Open Count Sheet 1. On the left hand side, click on “Order Tools”, then select “Order...

The profile tab functionalities provides robust tools for efficiently managing an item within an organization's operation. Below we'll review each feature for the user to gain a proper understanding. Item Header The item header is displayed when you enter the profile section, and you can make edits to the item as needed. To modify any fields, expand...

Bid Sheet Maintenance Navigating to Bid Sheet Maintenance 1. Go to “Procurement”, then select the “Bid” submenu, and select “Bid Sheet Maintenance”. 2. On the View Bid Sheets toolbar, select the New button.        Creating New Bid Sheet Bid Sheet Details 1. Bid Sheed Code & Name: In the Bid Sheet Details, provide a bid sheet code and name for th...

Printing Delivery Sheets Navigating to Receive a Document 1. Go to “Procurement” on the menu bar, then select “Receipts” and then “Receive a Document”.     Locating the PO/CV to Print 1. On the View Documents Available to Receive page, search and check mark the document that needs to be printed. 2. Click “Print Delivery Sheet”. Another screen will a...

Sending Out and Uploading a Bid Sheet Navigating to Bid Sheet Maintenance 1. Go to “Procurement”, then select the “Bid” submenu, and select “Bid Sheet Maintenance”.       Sending Out the Bid Send @-Quote On the View Bid Sheets page, there are 2 ways to send out the Bid sheet.  Method 1  Check the Vendor Bid Sheet you want to send, then click on "Sen...

Adjusting Inventory Navigating to Adjust Inventory 1. Go to “Inventory” on the menu bar, then select “Manage Inventory” and then “Adjust Inventory”.       Create an Inventory Adjustment Inventory Adjustment 1. On the View Open Inventory Adjustments, click “New”.   2. Select the Inventory Department.  3. Key in the reason on why you are creating the ...

Users can save Links to their Home Portal page for easy access to several pages within the system. As you add Links, they will show on your Home Portal under the “My Links” box. Save a page Link Save a page Link 1. Navigate to the page you want to save 2. Next to the “Previous Page” button, click on the drop-down arrow 3. Select “Save Page Link” 4. ...

Inventory Items Navigating to Inventory Items 1. Go to “Inventory” on the menu bar, then select “Items” and then “Inventory Items”.       Adding the Item(s) Adding a New Item 1. On the View Product, click “New”. 2. Select the Stock Department using the search icon. 3. Use the search icon to select the Stock Area. The Stock Area must be created befor...

Starting an Order Navigating to Create an Order 1. Go to “Procurement” on the menu bar, then select “Orders” and then “Create an Order”.       Add Order Details Adding the Required Fields Fill in the necessary bolded fields on the Purchase Order Entry page, then click "New" to create the purchase order. 1. Supplier: This is the Supplier that this or...

Scheduling Vacation time is for Users that are set up as Approvers. This will allow the system to skip the User that is out on Vacation and go to the next Approver automatically. There are two ways the Approver can be set up for Vacation time. The User can do it themselves or a User Administrator can do it for the User. User Scheduling Vacation time...

RedRock allows previous Procurement Requests to be copied where all the information from the original Request will flow over and a new Request number will be created. Procurement Request Inquire Page Accessing Request Inquiry 1. Go to “Procurement” on the menu bar, then select “Request” and then “Request Inquiry”. 2. Also accessed through Procuremen...

The delivery scoreboard detail window showcases tasks related to stock requests and purchase orders that are ready for delivery. The delivery processes for receiving and picking are quite similar, with a key distinction in the scoreboard views. The receiving view will indicate "Ordered" and "Received," while the picking view will reflect "Requested"...