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 only if they have been assigned a manager.
At the top of your dashboard, click the module access icon > Administration > Inventory > Indents to open the Indents page.
In the top right, click the New button.
In the Indent No. field, enter the indent number.
Note: If you’ve raised indents before, the indent number automatically increments sequentially.
In the Store field, select the store. Only items listed in the selected store can be requested.
In the Expected date field, enter the date you expect the item(s) to be issued.
In the Description field, enter any comments about the indent request.
In the Store Item field, select the item you require. For the item you select, item details such as quantity available, price per item, and the batch number are displayed.
In the Required field, enter the number of items you require. You can enter a number more than the available quantity if required.
Click Add item (highlighted in green) if you require more items. To remove an item from the indent request, click the ‘X’ icon.
Click the Save button.
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.
Who can raise an indent in the inventory module?
An indent can be raised by an employee who has the ''Inventory Basics'' privilege. That employee should be having a reporting manager in your portal.
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 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 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 ...