Embedded Files
Product Requests
Product Requests
The product request section details the list of all product requests entered by ministry program.
In order to submit reach goals for your country, a user can add a product request, make necessary changes before it is approved, and then initiate the ordering process.
Don't Forget!
Don't Forget!
Make sure you have selected the correct planning year you intend to view or work in.
Adding a Product Request
Adding a Product Request
Step 1: Select a plan
Step 1: Select a plan
Select Planning from the main menu, then go to the plan selector on the top right of the screen. Select the version of the plan that you would like to use to request a product.
Step 2: Search for a Program
Step 2: Search for a Program
Select the Product Requests tab at the top of the screen and search for or click on the program that you would like to enter a product request for.
Step 3: Add products to the program
Step 3: Add products to the program
Add products by selecting them from the drop-down menu. You can add products in various programs under the country view or the regional view. The following information will be required in order to save a product request:
Order Quantity - The total number of products that are requested to be ordered.
Product Goal - This field is filled by default when a book product is selected. For other media products, you may need to enter the total goal per product.
Date Needed - The date when the product is needed on the field.
Step 4: Save changes
Step 4: Save changes
Click the Save Changes button when you have entered all the requests.
Change a Product Request
Change a Product Request
Step 1: Select a plan
Step 1: Select a plan
Select Planning from the main menu, then go to the plan selector on the top right of the screen and select the version of the plan where you would like to request a product.
Step 2: Search for the Program
Step 2: Search for the Program
Select the Product Requests tab at the top of the screen and search for or click on the program that you would like to make updates to.
Step 3: Update Product Requests
Step 3: Update Product Requests
Look over the existing product requests and make necessary updates to products that have not been initiated or processed. Add products by selecting them from the drop-down menu. You can add products in various programs under the country view or the regional view. The following information will be required in order to save a product request:
Order Quantity - The total number of products that are requested to be ordered.
Product Goal - This field is filled by default when a book product is selected. For other media products, you may need to enter the total goal per product.
Date Needed - The date when the product is needed on the field.
Step 4: Save changes
Step 4: Save changes
Click the Save Changes button when you have entered all the requests.
Important!
Important!
Ministry plans can change before they are approved. These changes often lead to adjustments that have to be made to budget line items.
During the time that the Planning year is open, the budget changes made are automatically reflected in the Approved Plan. Once the Planning year is closed, a user must add a reallocation after budget changes are made to begin the approval process.
Initiating a Product
Initiating a Product
Step 1: Go to Approved Plan
Step 1: Go to Approved Plan
Select Planning from the main menu, then go to the plan selector on the top right of the screen and select the Approved Plan that contains the products you would like to initiate.
Step 2: Search for Program
Step 2: Search for Program
Select the Product Requests tab at the top of the screen and search for or click on the program from which you would like to initiate products.
Step 3: Initiate Products
Step 3: Initiate Products
Click the Initiate box for all the products that you would like to select.
Step 4: Save changes
Step 4: Save changes
Click the Save Changes button when you have made all the changes.
Helpful Tip!
Helpful Tip!
The Information icon located to the right of each product provides you with useful product details that will help you make sure you are selecting the correct version of the product requested.
Additional Resources
Additional Resources
Questions? E-mail us at support@hopenet.net
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