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How to get started with CRIBWISE®

Prerequisite

Before you can use the system you have to activate your admin portal and your service account: CRIBWISE | Activate and login to a new portal

General Application Concept

The CRIBWISE software is accessed through two different user interfaces: Administration Portal (AP) and Shop Floor Interface (SFI).

 

Administration Portal (AP) – app.cribwise.com/AdminPortal/”shortname”

This is where the system is administrated.

 

Shop Floor Interface (SFI) – app.cribwise.com/ShopFloorInterface/”shortname”

This is the production environment where items are dispensed.

 

Stock and Device structure

  • The stock structure in CRIBWISE is a logical and physical set of objects. There are relations between them in the application environment.

Hierarchy:

Stock – Device – Storage Device – Storage Module – Storage Location – Item

 

  • To get started with the 30-day trial, a cloud device must be created. This means that no physical vending cabinet is required. Instead, digital storage locations are created, acting as a virtual replication.

The cloud device can then be accessed through web browser on any PC, tablet or phone.

 

Activated Demo Mode at first login

After login, the user will be presented with a view of an initial demo mode.

This mode is created with the purpose to pre-populate some default information to make it easier for the user to get started and understand the applications functionalities.

 

Seeded data includes a cloud device, stock locations, some basic items and assignments of items to locations.

 

The user is provided a link to be directed to the Shop Floor Interface. Remember to create a new user to access this site.

 

Don’t forget to deactivate Demo Mode when you are ready to clear the data and move into production mode, ”Go Live”.

 

 

System Settings

  • System settings are found under the menu option “Administration”.
  • Update regional settings according to preference.
  • Fields in yellow are system requirements.
  • Do not forget to save.

Read more about Administration – System settings.

 

Create users

 

User management is found under the menu option “Administration”.

  1. Click on ”New user”.
  2. Provide the necessary information as shown.
    • Password length is minimum 6 characters (default, can be changed in system settings).
    • Set user group to “Administrator” to get full access.
    • Optional to create a second user with “Operator” privileges. This will demonstrate SFI access rights differences.
  3. Save user

Note that a new system user must be created to be able to access the Shop Floor Interface

Read more about User management

Create vendor

Vendor list is found under the menu option “Data management”.

  1. Click on ”New vendor”.
  2. Specify vendor ID and name.
  3. Choose the default order template. This will later be used when purchase orders are created for said vendor
  4. Save vendor.

Read more about Vendors management

Item creation

All items are found under the menu option “Data management”.

  • General item information is displayed as shown in picture.
  • Items can be created through:
    • Manual creation
    • Excel import
    • Catalog importFor the sake of simplicity, the catalog import will be explained in this guide.

Read more about Item creation

 

Item creation: From external catalog

 

  1. When in item list view, select import items option.
  2. Select preferred catalog to import items from.

 

 

Example: Coromant items / Search by Material ID

  • 7800842
  • 6067790
  • 5760443

 

  1. In the case of import from Sandvik Coromant online catalog.
  2. Set if item will be searched by order code or material ID.
  3. Specify where to obtain order code from.
  4. Choose vendor. Pick the one created in the previous step.
  5. Enter a search ID through which item will be searched in catalog and an item ID for how item will be imported and stored in the system.
  6. Start the import.

 

Multiple items can be added to the search by using the “+” button.

 

 

  1. Import result will be opened with information about the process.
  2. All necessary spare parts are downloaded together with imported items.

 

Read more about Importing items from catalogs

Release item to SFI

 

When items are created through catalogs, they will be imported to the item library with status “Defined imported”.

Any item must be released before being visible in the production environment. Hence,

  1. Update the status to “Released”
  2. Save item

Create Device

This step is optional since one device is already present during Demo Mode.

 

 

List of Devices is found under the menu option “Data Management”.

  1. Create New device
  2. Add Name and choose Stock
  3. Save device
  4. Select the tab “Storage devices” to open the list of all storage devices attached to this device

Read more about Device management

Create an Open Storage Device and Stock locations

This step is optional since one storage device, with locations, is already present during Demo Mode.

 

 

The storage device list will be empty. So, it is time to create open stock locations.

  1. Select “Add new storage device”
  2. Input Name and select “Open storage” as type
  3. Enter a range of stock locations in three dimensionsRecommendation: 1-1 ; 1-2; 1-4 (This will create 8 locations)
  4. Select save
  5. Stock locations are created
  6. Release the storage device to production. This step will allow the user to access the SFI user interface.

Read more about Storage device management

Shop Floor Interface (SFI)

Go to app.cribwise.com/ShopFloorInterface/”shortname”

Or click the button “Go to SFI”, provided in the top right corner during Demo Mode.

 

Login by using the same user credentials as for the Admin Portal.

Note that a new user must be created as described here to be able to access SFI.

The Administrator user credentials does not work here.

 

 

How to assign items to stock location

 

When logged in,

  1. Go to Stock Management
  2. Click on Assign item and then
    • Choose one item
    • Pick one location and
    • Fill in the assignment options.

 

  1. Fill in the Location assignment
    • Physical max quantity refers to the QTY of the specific item that can be placed in the assigned compartment. Quantity equals the actual quantity that are placed and available in the specific location.
  2. Fill in the Device assignment
    • These parameters are connected and can be used for ordering.
    • Max QTY is the maximum QTY to be stored in the device.
    • Order Point is (an option to) the order trigger.
  3. Save

Read more about How to assign item to location

 

How to pick items

From home screen, choose Pick and then follow the instructions.

 

Read more about Picking

Reset the Demo Mode

When customer want to Go Live the initial user created in sign-up flow (CRIBWISE Azure AD B2C user Administrator) or our support partners can deactivate the current Demo Mode.

 

After clicking the button provided in the bottom left corner, Go Live!, the following options are presented:

  1. Reset the demo data and maintain the portal in demo mode
  2. Keep all currently created data and transactions and move portal into production mode
  3. Keep all data but clear transactions and move portal into production mode
  4. Clear all data and start from scratch by moving portal into production mode

Select your option and press Proceed to execute.

 

Reach out to your sales representative if you have any additional questions.

E.g. information regarding manual item creation, automated purchase and service orders, item types, order scripts, items classifications, restock and report functionality, amongst other things.

  • You can also send a request to help@cribwise.com and the CRIBWISE Product Team will contact you shortly.
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