Inventory

Categories

User creates category using the Add Inventory Category button.
User modifies category using the Edit button.
User deletes category using the Delete button.

Add Inventory Category

Click add inventory category button
Enter name
Enter description (optional)
Click create inventory category

Edit Inventory Category

Click action button
Click edit
Update name
Update description (optional)
Click save changes

Delete Inventory Category

Click action button
Click delete
Click ok

Item Groups

User creates group using the Add Item Group button.
User modifies group using the Edit button.
User deletes group using the Delete button.

Add Item Group

Click add item group button
Enter name
Select category. To add category check Add Inventory Category
Enter description (optional)
Click create item group

Edit Item Group

Click action button
Click edit
Update name
Select category. To add category check Add Inventory Category
Update description (optional)
Click save changes

Delete Item Group

Click action button
Click delete
Click ok

Vendor

User creates vendor using the Add Vendor button.
User modifies vendor using the Edit button.
User deletes vendor using the Delete button.

Add Vendor

Click add vendor button
Enter name
Enter telephone
Enter address
Enter description (optional)
Click create vendor

Edit Vendor

Click action button
Click edit
Update name
Update telephone
Update address
Update description (optional)
Click save changes

Delete Vendor

Click action button
Click delete
Click ok

Items

User creates item using the Add Inventory Item button.
User modifies item using the Edit button.
User deletes item using the Delete button.

Add Inventory Item

Click add inventory item button
Enter name
Enter code number (optional)
Enter part number (optional)
Select item group. To add item group check Add Item Group
Select item type (consumable, serialized)
Select unit of measurement (liters, kgs, pieces, meters, ream, packet)
Click create inventory item

Edit Inventory Item

Click action button
Click edit
Update name
Update code number (optional)
Update part number (optional)
Select item group. To add item group check Add Item Group
Select item type (consumable, serialized)
Select unit of measurement (liters, kgs, pieces, meters, ream, packet)
Click save changes

Delete Inventory Item

Click action button
Click delete
Click ok

Store Requisition

User creates requisition using the Create Requisition button.
User modifies requisition using the Edit button.
User approves or rejects requisition using the Approve and Reject button.
User deletes requisition using the Delete button.
User sees information using the Detail button.

Add Requisition

Click add Requisition button
Enter date
Enter required date
Select department (operation, finance, maintenance, management, human resource, IT)
Enter classification (optional)
Enter cost center (optional)
Enter SIV (optional)
Select items. To add items check Add Inventory Item
Enter quantity
Enter remark (optional)
Click add item to add more items
Click submit Requisition

Edit Requisition

Click action button
Click edit
Update date
Update required date
Select department (operation, finance, maintenance, management, human resource, IT)
Update classification (optional)
Update cost center (optional)
Update SIV (optional)
Select items. To add items check Add Inventory Item
Update quantity
Update remark (optional)
Click add item button to add more
Click save changes

Approve Requisition

Click action
Click approve
Enter quantity
Click ok

Reject Requisition

Click action
Click reject
Click ok

Delete Requisition

Click action button
Click delete
Click ok

Detail Requisition

Click action button
Click detail
Click print to print
Click edit to edit a requisition

Purchase Requisition

User creates requisition using the Create Requisition button.
User sees information using Detail button.
User approves or rejects requisition using the Approve and Reject button.
User modifies information using Edit button.
User removes purchase requisition using the Delete.

Add Purchase Requisition

Click create requisition button
Select store requisition
Enter date
Enter requested date
Enter supplier name (optional)
Enter item name
Enter quantity
Enter load time
Enter SRV no
Enter remark
Click add item
Enter overall remark (optional)
Click submit requisition

Detail Purchase Requisition

Click action
Click detail
Click edit to edit
Click print to print

Approve Purchase Requisition

Click action
Click approve
Enter quantity
Click ok

Reject Purchase Requisition

Click action
Click reject
Click ok

Edit Purchase Requisition

Click action button
Click edit
Select store requisition
Update date
Update requested date
Update supplier name (optional)
Update item name
Update quantity
Update load time
Update SRV no
Update remark
Click add item
Update overall remark (optional)
Click submit requisition

Delete Purchase Requisition

Click action button
Click delete
Click ok

Purchase Order

User creates purchase order using the Create Purchase Order button.
User sees information using the Details button.

Add Purchase Order

Click create purchase order button
Select purchase requisition
Select supplier
Enter date
Enter item name
Enter quantity
Enter unit price
Enter remark
Click add item to add more items
Click include VAT to include it
Enter tax (optional)
Click create purchase order

Detail Purchase Order

Click action button
Click details
Click print to print

Issue / Receive

User creates transfer using the Create Transfer button.
User sees information using the Details button.

Add Good Transfer

Click create transfer action
Select store requisition
Select type (issue, receive)
Select issued to body (contact, vehicle, store)
Select supplier (optional)
Enter classification (optional)
Enter credit sales invoice number (optional)
Enter cash sales invoice number (optional)
Enter unit price
Enter quantity
Click add serial number to add serial number
Enter remark
Click submit transfer

Detail Transfer Voucher

Click action button
Click detail