As the name suggests this sub-menu will let you create a new Supply Tracking Template.
Menu Path: Business Administration >> Supply Tracking Template
Following are the steps to create New Supply Tracking Template in MeRLIN.
1. Click on the Add New Button as shown.
2. Enter the details in the General tab.
Description of Fields
Field | Description / Purpose | Field Length |
Name | Name of the Supply Tracking Template | 500 |
Owner | One who creates the Tracking Template | |
Status Update required for every day | Frequency of status update to be provided by the supplier. | |
Description | A detailed description of the Supply Tracking Template | 2000 |
Include Progress | Selecting Yes in the include Progress will show the Progress percentage at milestone/stage level in the next tab |
3. Click on Next to move to the Milestone/Stages tab.
4. Click on the Add New button to add a new milestone/stage to the supply tracking template.
5. Enter the details in the pop-up window that appears.
You can add n number of milestones or stages. The percentages you are to specify should sum to 100. Until then the Supply Tracking Template will be in a Draft state. Once the percentages you have entered sums to 100, the Template will change from Draft to Active.
6. Click on the Save button to get these details added as a stage in the Supply Tracking template.