This page gathers some resources to help you make the most of CML Purchasing by Workpulse. Available here are both brief training videos and quick reference guides which may be printed for review.
Table of Contents
Complete Store Manager Training
Your store’s CML template is the foundation of every order. It contains the items you expect to be supplied by your CML. Manage your template to add new items or remove items you no longer wish the CML to supply.
Managing Par Level
Use Par Level to set the normal, expected quantity of each product across each day of the week.
Entering Waste each day allows Workpulse to enable your store to order by using Forecasting.
Entering Credit Requests in Workpulse is more intuitive as the quantity entered is the amount you want credit for. Note that you can enter quantities in partial amounts to account for individual donuts missing from your order. Also note that you must enter a Reason when requesting credit in Workpulse. Use the Reason to indicate whether the items were not received, they were damaged, or there was a quality or some other issue.
You must create Blackout Dates for any days your store will be closed—due to remodeling, holidays, or emergencies, for example. Without Blackout Dates, your store will continue to receive (and be invoiced for) donut orders autoplaced by Workpulse.