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 only if they have been assigned a manager. At the top of your dashboard, click the module […]
Category: Inventory
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 Report button generate a PDF report of the list of suppliers, or click the CSV Export button generate a CSV report of the list of suppliers. For […]
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 the Supplier Name field, enter the name of the supplier In the Contact No. field, enter the supplier’s contact number. In the Address field, enter the supplier’s address. […]
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 a supplier type, or click Delete to delete a supplier type. For more information, watch this-
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 supplier type. In the Code field, enter the supplier type code. The code for each supplier type must be unique. Click the Save button […]
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 the store, or you can enter the item name to search. You can also use […]
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. Select a store. In the Item Name field, enter the name of the item. In the Code field, enter an item […]
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. Click Edit to edit an item category, or click Delete to delete an item category For more information, […]
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 the name of the item category. In the Code field, enter the item category code. The code for each item category must be unique. […]