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VMI (Vendor Managed Inventory) - User Guide

VMI is designed for MM Electrical branch staff to generate onsite Stock Orders for customers

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Written by George Ruul
Updated over 2 months ago

Table of Contents


Getting Started

What is VMI?

Vendor Managed Inventory (VMI) is a supply chain management strategy where a supplier or vendor takes responsibility for managing and replenishing a customer's inventory. Instead of the buyer placing orders, the vendor checks stock levels and determines when and how much product to ship.

The MM VMI app

This mobile-first application enables users to maintain customer stock levels, create stock orders, send Quotes, and process orders into Unibis as EDI.

Optimized for mobile and tablet use VMI will run in any browser on any device.

System Requirements

  • Browser: Chrome, Firefox, Safari, or Edge (latest versions)

  • Internet Connection: Required for all functionality

  • Device: Compatible with desktops, tablets, and smartphones

  • Account: Valid MM Electrical staff account with VMI access enabled

Who Uses VMI?

  • MM Electrical Branch Staff - Users who generate Stock Orders for customers

  • Purpose - Create and manage Stock Orders for customers

Login and Initial Setup

First Time Login

Step 1: Access the Login Screen

Login Screen

Open your mobile’s web browser and navigate to the VMI application URL https://apps.mmem.com.au/VMI/

  1. Enter your MM email and Sparky password if you have one. If not, click on the "Trouble logging in?" link. Enter your email and a password reset will be sent to you.

  2. Tap Login

Install to your home page

Select "Install" when/if prompted for easy access and the best user experience

The application will function like a native app once installed

VMI - dashboard controls

Step 2: Initial Customer Setup

VMI needs to know what customer you are, or intend to, managing their stock levels.

You will be able to manage stock for multiple cutomers.

Before using the application, you'll need to set up a customer:

  1. Search Customer Account Number

    • Enter the customer's UNIBIS/Account Number

    • The system will search customers within your branch's territory

    • If the account number is not found, verify with your branch manager

  2. Confirm Customer Details

    • Review the customer information:

      • Account Number (locked/non-editable)

      • Company Name (mandatory field)

      • Contact Name (optional)

      • Mobile Number (optional)

      • Email Address (optional)

      • Delivery Address (optional)

    • Update any details as needed

    • Tap Confirm to proceed

  3. Application Ready

    • You can now access the main VMI screen

    • The app theme will adapt to your branch branding


Customer Management

Switching Between Customers

Changing Active Customer

  1. Tap on the customer name displayed at the top of the main screen

  2. The "Select Customer" pop-up will appear

  3. Select a different customer from the list and confirm

  4. The system switches to that customer's information and orders

Adding New Customers

Adding Customers

Add a customer via the hamburger menu

  1. Tap the hamburger menu (☰) icon

  2. Select Add Customer

  3. Enter the customer's Account Number

  4. Review and confirm customer details

  5. Tap Confirm to add them to your customer list

Via Customer Settings

Add a customer via the customers list

  1. Access Settings from the hamburger menu

  2. Select Customers

  3. Tap the Add Customer button

  4. Enter the customer information

Managing Customer Information

Updating Customer Details

Customer Details

  1. Go to Settings > Customers

  2. Select a customer from the list

  3. Update customer information:

    • Contact information

    • Delivery addresses

    • Mobile numbers

  4. Tap Save to update their profile

Important Note: When you re-add a previously removed customer, their historical Stock Orders will be restored.


Stock Order Management

Creating Stock Orders

Two Operating Modes for Every Customer Type

VMI adapts to different customer scenarios with two distinct operating modes:

  • Scanner Mode - Quick & Flexible

Best for: Ad-hoc stocktakes, first-time customers, quick top-up orders, and emergency replenishment visits.

How it works: Staff simply scan products using the device camera or an external barcode scanner. VMI searches our online product catalogue. Products appear instantly with live pricing and availability. Quantities can be adjusted using quick buttons (1, 10, 100, 1000) or manual entry.

  • Stocklist Mode - Structured & Efficient

Best for: Customers with established warehouse stock, allocated bin locations, and regular ordering patterns.

How it works: Import the customer's stocklist (Excel or CSV format) containing product codes, reorder levels, normal levels, and bin locations. Staff can then walk the warehouse checking off items from a pre-defined list, just like working from a spreadsheet but with auto-save and real-time pricing.

Creating a Stocklist

A list of items a customer carries, as stock items, can be created in VMI by tow methods:

  1. Importing a spreadsheet containing items

  2. Create a Stock Order using scanner mode and then select the VMI option to create a Stocklist from the Order.

Spreadsheet import

  1. From the hamburger menu select "Stocklist"

  2. Click on the Options menu

  3. Select Import file

  4. Browse to find the spreadsheet file

  5. Click on Import

  6. Wait while import loads or select Continue with app while loading happens in the background

Once the file has loaded you will see a results screen displayed

Barcode creation

VMI can create one or more barcodes

From the Options menu select Generate Barcodes

  1. VMI will display the list of items in your Stocklist

  2. Select the "All" button or individually select the items you want barcode(s) for

  3. Click on the Generate button

  4. You have Options to:

  • Create a PDF

  • Create a PDF and email to someone to print them

  • Print them to anavailable printer

If you select the email option you will see this screen

Simply fill in the details and click "Send"

Starting a New Order - using scanner mode

  1. From the main screen, tap Create New Stock Order

  2. A new Stock Order is created with today's date

    • Multiple orders per day are numbered (e.g., "02/04/2025 (2)")

Adding Products to Orders

  1. Scanning Products

    • Use the barcode scanner (camera or external scanner, depending on your settings)

    • Point the scanner at product barcodes

    • Valid products will be automatically added to your order

  2. Manual Product Entry

    • Tap in the barcode/product number field (Available only when External Scanner is enabled)

    • Type the barcode or part number

    • Press Enter or tap the search icon

  3. Product Behavior

    • Products appear at the top of the list when added

    • The cursor automatically focuses on the Quantity field

    • Existing products move to the top when rescanned

Managing Quantities

  • Quick Quantity Buttons: Use the 1, 10, 100, 1000 quick buttons for adjusting quantities

  • Manual Entry: Tap the quantity field and enter the desired amount

  • Real-time Updates: The total price updates automatically as you change quantities

Finishing Your Order

  • Tap the back arrow (“<“) to exit the scanning mode

  • Your Stock Order is automatically saved using VMI's autosave feature

  • You can view your Stock Order in the Stock Order Lists

Starting a New Order - using stocklist mode

From the Quick Actions menu select Create from Stockist

A view of the items in the customers Stocklist will be displayed.

Select each item whose physical qty is at or less than the reorder level

Enter the qty you wish to order and click on "Add to Stock Order"

Repeat until you have finished

Scanning to Existing Stock Orders

Scan to Existing Stock Order

Working with Existing Orders

  1. From the main screen, tap Scan to Existing Order

  2. Select from the Stock Orders you have created for the current customer

  3. Continue adding products to the existing order

  4. Products are added to the selected order

  5. Existing products move to the top when rescanned

Reviewing Stock Orders

View Stock Orders

  1. Tap the Stock Order Lists tab on the main screen

  2. View all active and archived orders you have created for the current customer

  3. Select any order to view its details

Modifying Orders

From the Stock Order details, you can:

  • Add more products using the scanning function

  • Adjust quantities using quick buttons or manual entry

  • Remove products using the delete function

  • Change view modes for different display options

Order Submission

Reviewing Orders

  1. Use the Stock Order Lists screen to review orders

  2. Select the Order you wish to view

  3. Available Options

    Click on the elipses menu on the top right

Sending Quotes to customers

  1. Click on the elipses menu on the top right

  2. From the "Actions" list, choose Send Quote

Enter any notes you need to add to this Quote and click "Send"

The customer will receive an email similar to:

And it will contain link to download the complete quote, and to accept the quote.

When the customer clicks on the Accept Quote link, a notification is w=send back to VMI.

Submitting Orders

Tap the “Order Now” button

  1. Tap the Order Now > button when ready to submit

  2. Complete checkout information:

    • Dispatch Method: Click & Collect (default) or Delivery

    • Mobile Number: Required for Click & Collect orders

    • Delivery Address: Confirm delivery location

    • Order Details: Purchase order numbers, job references

  3. Review order totals

  4. Tap Submit Order to process

  5. You can see the order in Unibis screen OE224

The Stock Order is automatically archived and tracking is handled by Unibis.


Product Views and Interface

Access the View Mode Options via the ellipses icon (…)

Select the ellipses to access the modal overlay

Card View (Detailed Display)

  • Shows complete product information including:

    • Product images

    • Detailed descriptions

    • Current pricing

    • Stock availability

  • Quick quantity buttons visible for easy adjustments of quantity

Compact View (Space Efficient)

  • More products visible on screen simultaneously

  • Quick buttons are hidden to save space

  • Tap quantity field or product card to expand specific products

  • Animated expansion highlights selected items

Grid View (Overview Format)

  • Products displayed in grid layout

  • Efficient use of screen space

  • Quick visual confirmation of order contents

  • Tap products to show expanded detail

Your view preference is remembered between sessions.

Search and Organization

  • Search products by part number, description, or barcode

  • Sort orders by:

    • Product Number

    • Name

    • Price

    • Quantity

    • Total

    • Last Scanned


Settings and Configuration

Settings

Account Settings

Configure your profile via Settings > Account

  • Display Name: Mandatory

  • Email: Update your email address (verification required)

  • Mobile Number: Update your mobile number (verification required)

  • Account Number: View your account number (locked/non-editable)

  • Enable PIN: Enable your PIN for added security

  • Enable Biometric Login: Use your device’s biometric features for login

  • Change Password: Change your account’s password

Device Settings

Configure scanner preferences via Settings > Device Settings

Scanner Configuration

  • Device Camera (Default):

    • Uses device camera

    • Visual scanning interface

    • Camera-based barcode reading

  • External Scanner:

    • Accepts input from physical barcode scanners

    • Direct scanner input to barcode fields

    • No popup interface

Profit Centre Settings

View your branch information via Settings > Profit Centre

  • View company details

  • Check branch information

  • Verify branding settings

  • All fields are auto-generated and non-editable

Staff Management

All VMI users have full access to staff management functions:

Managing Staff

  • Add new VMI users to the system

  • Update information of staff added to VMI

  • Archive inactive users when needed

  • Delete users to remove them from the staff list and prevent them from logging in to VMI

  • Revoke/Restore access to prevent or allow users from logging in to VMI

  • Resend Login to staff who have not set their password yet

Staff Access

  • All VMI users have identical access to all functionality

  • No permission configuration is required or available

Customer Management

Customers List

Managing Customer Information

  • Customer List: All customers you have added to your VMI account

  • Add Customers: Add new customers to your personal customer list

  • Customer Details: Maintain accurate contact and delivery information for your customers

Customer Organization

  • Active Customers: Currently active customers in your list

  • Archived Customers: Inactive customers you've archived

  • Delete Customers: Remove customer from your list (Adding back the customer will retain their previous Stock Orders)

  • Customer Search: Find customers by name or account number within your customer list

  • Sort Customers by:

    • Account Number

    • Name

    • Contact name

    • Email


Troubleshooting

Login Issues

Problem: Cannot log in to VMI
Solutions:

  1. Verify your credentials are correct

  2. Ensure your account has VMI access enabled

  3. Check your internet connection

  4. Clear browser cache and cookies

  5. Try a different browser

Problem: Account number not found during customer setup
Solutions:

  1. Verify the account number is correct

  2. Ensure the customer is within your accessible customer list

  3. Contact your administrator to verify customer access

Scanning Issues

Problem: Barcode scanner not working
Solutions:

  1. Check Device Settings - ensure correct scanner type is selected

  2. For Device Scanner: Grant camera permissions to the browser

  3. For External Scanner: Verify scanner is properly connected

  4. Ensure adequate lighting for camera scanning

  5. Clean the barcode and camera lens

Problem: Product not found after scanning
Solutions:

  1. Verify the barcode is clear and undamaged

  2. Try manual entry of the product number

  3. Check if the product is available in your inventory system

  4. Contact support if the product should be available

Performance Issues

Problem: Application is running slowly
Solutions:

  1. Check your internet connection

  2. Close other browser tabs and applications

  3. Clear browser cache and data

  4. Restart your browser

  5. Try using a different browser

Problem: Stock Orders not saving
Solutions:

  1. Ensure stable internet connection

  2. VMI uses autosave, so manual saving is not required

  3. Check browser storage permissions if issues persist

  4. Clear browser cache if problems continue

Order Issues

Problem: Cannot submit order
Solutions:

  1. Verify all required fields are completed

  2. Ensure mobile number is entered for Click & Collect

  3. Check that you have products with quantities > 0

  4. Verify your internet connection

  5. Try refreshing the page and resubmitting

Problem: Order submission confirmation not received
Solutions:

  1. Check that the order appears in archived orders

  2. Verify the order was successfully submitted

  3. Contact your branch if confirmation is needed

  4. Check with Unibis system for order status


FAQs

General Questions

Q: Can I use VMI on multiple devices?
A: Yes, VMI works on mobile devices and can be accessed from multiple devices using the same login credentials.

Q: Are my Stock Orders automatically saved?
A: Yes, VMI has autosave functionality that automatically saves Stock Orders as you work.

Q: Can I work on multiple Stock Orders simultaneously?
A: Yes, you can create and manage multiple Stock Orders. Each order is saved independently.

Q: What happens to my Stock Orders when I switch customers?
A: Stock Orders are customer-specific and user-specific. When you switch customers, you'll see only the Stock Orders you have created for that specific customer.

Customer Management

Q: How many customers can I manage in VMI?
A: You can add and manage as many customers as needed. You will only see customers that you have personally added to your VMI account.

Q: Can I see other users' customers?
A: No, you can only see customers that you have personally added to your VMI account. Other users' customers are not visible to you.

Q: How do I handle new customer prospects?
A: Add new customers to your personal customer list after verifying they're approved customers with valid account numbers. Once added, only you will see these customers in your VMI account.

Q: Can I edit customer account numbers?
A: No, account numbers cannot be edited once a customer is added. This ensures data integrity.

Q: What happens when I delete a customer?
A: Deleting a customer removes them from your active customer list, but their Stock Orders remain saved in the system. If you re-add the same customer later, all their previous Stock Orders will automatically appear again.

Order Management

Q: How are Stock Orders named?
A: New Stock Orders are automatically named with the current date. If multiple orders are created on the same day, they're numbered sequentially (e.g., "02/04/2025 (2)").

Q: Can I modify an order after submission?
A: No, once an order is submitted to Unibis, it cannot be modified through VMI. Contact your branch for order modifications.

Q: Why do Stock Orders get archived?
A: Stock Orders are automatically archived when successfully submitted to prevent accidental resubmission and maintain order history.

Q: Can I recover accidentally deleted products?
A: Yes, use the "Undo" prompt that appears for 5 seconds after deletion.

Q: What's the maximum size order I can create?
A: There's no system limit on order size.

Q: Can I create orders for future delivery?
A: Orders are processed for current delivery. Contact your branch for special delivery scheduling.

Q: Can I see Stock Orders created by other VMI users?
A: No, you can only see Stock Orders that you have personally created. Each VMI user sees only their own Stock Orders for their own customers.

Technical Questions

Q: Do I need to install any software?
A: No, VMI is an application that runs in your browser. You can optionally install it as an application for the best user experience.

Q: Can I use VMI without internet connection?
A: No, VMI requires an active internet connection for all functionality as it connects to live inventory and customer databases.

Q: Which browsers are supported?
A: VMI works on all modern browsers including Chrome, Firefox, Safari, and Edge. For the best experience, use the latest browser versions.

Q: Can I use an external barcode scanner?
A: Yes, configure this in Device Settings. VMI supports both camera-based scanning and external barcode scanners.

Support and Training

Q: Where can I get additional training?
A: Contact your administrator for training resources and support materials.

Q: Who do I contact for technical support?
A: Contact your local MM Electrical support team or system administrator for technical assistance.

Q: How do I report bugs or suggest improvements?
A: Report issues through your normal MM Electrical support channels or contact your system administrator.


Application Usage Tips

Best Practices

  1. Scanner Selection: Choose the scanner type that works best for your typical usage

  2. View Optimization: Select the view mode that works best for your typical order sizes

  3. Customer Organization: Keep your customer list organized by archiving inactive customers

  4. Order Management: Use the system's auto-naming for orders, or create meaningful names when needed

Workflow Optimization

  1. Customer Selection: Always verify you have the correct customer selected before creating orders

  2. Quick Quantities: Use the quick quantity buttons for common order amounts

  3. Review Before Submission: Always review the checkout screen carefully before submitting orders

  4. Required Fields: Ensure mobile numbers are entered for Click & Collect operations

Information Preparation

  1. Customer Information: Have customer account numbers and contact details ready when adding new customers to your personal list

  2. Product Information: Keep product numbers or barcodes accessible for order creation

  3. Order Details: Prepare purchase order numbers and job references before checkout

Security Reminders

  1. Log Out: Always log out when using shared devices

  2. Account Security: Don't share your login credentials

  3. Regular Updates: Keep your browser updated for security and performance

  4. Secure Networks: Use secure internet connections when accessing VMI


This user guide covers VMI version 0.1. For the most current information and updates, contact your system administrator.

Target Users: MM Electrical Staff
Last Updated: June 4, 2025
Version: 1.0
Support Contact: Your System Administrator

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