Inventory
How can I generate sales reports?
Item-wise Report Use the Item-wise Report to view the availability of items and the amount collected for each item. At the top of your dashboard, click the module access icon > Administration > Inventory > Reports > Sales Reports > Item-wise Report. ...
How can I edit or delete sales invoice?
A sales invoice can be edited or deleted only if the customer has not paid for the item, i.e., the Is Paid checkbox was not selected when creating the sales invoice. Click module access icon > Administration > Inventory > Billing to ...
How can I create a sales invoice?
Once you have sold an item, create a sales invoice and issue a copy to your customer. At the top of your dashboard, click the module access icon > Administration > Inventory > Billing to open the Invoice page. In the top right, click the New button. ...
How to generate inventory report?
You can generate a report to view the list of indents, purchase orders, and GRNs created based on their status. Click the module access icon > Administration > Inventory > Reports > Reports. Select a category – Indents, Purchase Order, or GRN. Select ...
What is GRN and how to create it?
A goods receipt note (GRN) is created to record the delivery of items from your suppliers. A GRN is created against an issued purchase order. When a GRN is created for an item, any pending item quantity for an approved indent request will be ...
How can I delete or edit purchase order?
Only purchase orders with the status ‘Pending’ or ‘Rejected’ can be edited or deleted. At the top of your dashboard, click the module access icon > Administration > Inventory > Purchase Order to open the Purchase Order page. Purchase orders of all ...
How can I issue or reject purchase order?
By selecting an order status, entering an order number, and then clicking the Submit button. Click Issue beside the purchase order you want to approve. Verify the purchase order details. Select the status of the purchase order: Issued – You are ...
How can I create a purchase order?
A purchase order is created when items are purchased from other businesses. A purchase order must be created against a specific indent request. At the top of your dashboard, click the module access icon > Administration > Inventory > Purchase ...
How can I edit or delete an Indent request?
Only indent requests with status ‘Pending’ or ‘Rejected’ can be edited or deleted. Note: Your manager can also edit or delete the indent request. At the top of your dashboard, click the module access icon > Administration > Inventory > Indents to ...
How to approve or reject an Indent request?
Indents raised by employees must be approved by their managers. What happens if an indent request is approved? The items requested by the employee will be issued. What happens if an indent request is rejected? The employee can make the necessary ...
How an Indent can be raised?
A Privileged Employee can raise indents, requesting for items that may be required by the employee or by a department. After an indent is raised, the indent is sent to the employee’s manager for approval. Note: Privileged Employees can raise indents ...
Inventory purchase flow diagram
How can I edit or delete a supplier?
Supplier details can be edited or deleted at any time. At the top of your dashboard, click the module access icon > Administration > Inventory > Supplier. Click Edit to edit supplier details, or click Delete to delete a supplier. Click the PDF ...
How to add a supplier?
A supplier is an individual or business that supplies your institution with items. At the top of your dashboard, click the module access icon > Administration > Inventory > Supplier. In the top right, click the New button. Select supplier type. In ...
How to edit or delete supplier type?
A supplier type can be edited at any time. A supplier type can be deleted only if it has not been used when adding suppliers. At the top of your dashboard, click the module access icon > Administration > Inventory > Supplier Type. Click Edit to edit ...
How to create supplier type?
Supplier types are used to group suppliers according to the types of items purchased from them. At the top of your dashboard, click the module access icon > Administration > Inventory > Supplier Type. In the Name field, enter the name to identify the ...
How to edit or delete item details?
Item details can be edited at any time. An item can be deleted from a store only if the item has not been indented (issued). At the top of your dashboard, click the module access icon > Administration > Inventory > Store Items. Select the name of ...
How to add items to store?
A store can contain any number of items. The items may be meant for sale or meant to be indented (issued). At the top of your dashboard, click the module access icon > Administration > Inventory > Store Items. In the top right, click the New button. ...
How to edit or delete an item category?
An item category can be edited at any time. An item category can be deleted only if it has not been used when adding an item to a store. At the top of your dashboard, click the module access icon > Administration > Inventory > Item Category. ...
How to create an item category?
Item categories are used to group store items together. Item categories are only used when recording a sellable item. At the top of your dashboard, click the module access icon > Administration > Inventory > Item Category. In the Name field, enter ...
How can I edit or delete store type?
A store type can be edited at any time. A store type can be deleted only if it has not been used when creating a store. At the top of your dashboard, click the module access icon > Administration > Inventory > Store Type. Click Edit to edit a store ...
How to create store?
Similar to store categories, stores can be classified based on the type of items sold or issued. For example, a ‘Stationary’ store, a ‘Sports’ store, or a ‘Canteen’ store. At the top of your dashboard, click the module access icon ...
How to edit or delete store category?
A store category can be edited at any time. A store category can be deleted only if it has not been used when creating a store. At the top of your dashboard, click the module access icon > Administration > Inventory > Store Category. Click Edit to ...
How to create store category?
Stores can be categorized based on any attribute. For example, you can categorize stores based on who the items are being sold or issued to, like a ‘Student’ store category, an ‘Employee’ store category, or a ‘Guest’ category. You can also categorize ...
Inventory Workflow
What is indent in Inventory?
Indent is basically a letter raised by employees of an institute asking for materials needed which are present in the store. The indents can be raised by any employee when he requires item from the stores.
What is store item?
A store can contain any number of items. The items may be meant for sale or meant to be indented (issued). Here the admin or the privileged user (User with Inventory Admin Privilege) can add available Stock Item, Available quantity etc.
What is store type?
Stores can be classified based on the type of items sold or issued. For example, a ‘Stationary’ store, a ‘Sports’ store, or a ‘Canteen’ store. Store type is needed to recognize what kind of store items are stored there.
What is store category?
The store category is to categorize store into different groups. The store name can be given in the name field and a code can also provided for the store category.
What is the use of inventory module?
The inventory module is where store items can be managed and the employees can raise indents whenever any items are required. The inventory module also deal with the adding store , store items, raising indents, raising purchase order, creation of GRN ...