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Inventory Management Workflow Guide

The Inventory Management Guide outlines the workflow for setting up and managing inventory, including creating a store, defining categories, setting up units, adding suppliers, and creating products. It also details processes for generating purchase orders, making inventory requests, performing stock transfers, and managing cheque books. Each step includes specific navigation and data entry instructions to ensure proper inventory management.

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gauravsarraf34
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15 views2 pages

Inventory Management Workflow Guide

The Inventory Management Guide outlines the workflow for setting up and managing inventory, including creating a store, defining categories, setting up units, adding suppliers, and creating products. It also details processes for generating purchase orders, making inventory requests, performing stock transfers, and managing cheque books. Each step includes specific navigation and data entry instructions to ensure proper inventory management.

Uploaded by

gauravsarraf34
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Inventory Management Guide

Overview: Inventory Setup & Management Workflow

1. Navigate to Inventory Module

2. Create a Store
- Click "Inventory" → "Store" → "Create Store"
- Fill in all required fields → Save

3. Define Categories
- Access "Category" → Select Branch → Input Category Name → Save

4. Set Up Units
- Click "Unit" → Choose Branch → Enter Unit Name → Save

5. Add a Supplier
- Select "Supplier" → Click "Create Supplier"
- Complete all mandatory fields → Save

6. Create a Product
- Go to "Product" → Click "Create Product"
- Input all required details → Save

7. Generate a Purchase Order


- Navigate to "Purchase" → "Add Purchase Order"
- Fill mandatory columns → Save

8. Make an Inventory Request


- Click "Inventory Request" → "Add Inventory Request"
- Provide all required details → Save

9. Perform Stock Transfers


- Access "Stock Transfer" → Select Branch → Use "Filter"
- Navigate to "Received Request List" → Click "Add Request"
- Enter necessary data → Save

10. Manage Cheque Books (if applicable)


- Click "Cheque Book" → "Add" → Select Branch → Fill details → Save
- Use list view to filter by branch, date range, status → "Filter" to review or process
- Click "Request", pick branch, and apply filters as needed

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