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Inventory

About Inventory

The Inventory module is used to maintain the entire inventory record, including school uniforms, shoes, any specific book, notebook, sports asset and many more. The main purpose of this module is to make school equipment tracking easy.

Inventory Module Workflow: First, we have to create our Item Category and after that, we will create Item Store then an Item Supplier which will tell us who the supplier of that particular item is. After that, we will Add Item then Add Item Stock so that we will be aware of the quantity of the item, and finally, we will Issue Items to staff members, and then you can check inventory reports.

About inventory image

How to create Item Category?

To create an item category, go to Inventory > Item Category. Here enter Item Category and Description and then click on the Save button. You can view this added record in the Item Category List on the right side of the page.

Add item category image

To edit an item category, click on the Edit icon present in the item category list, and to delete the item category, click on the Delete icon present in the item category list.

How to add Item Store?

To add an item store, go to Inventory > Item store, here enter Item Store Name, Item Stock Code and Description and then click on the Save button. You can view this added record in the Item Store List on the right side of the page.

Add item store image

To edit an item store, click on the Edit icon present in the item store list, and to delete the item store, click on the Delete icon present in the item store list.

How to add Item supplier?

To add an item supplier, go to Inventory > Item Supplier, here enter Name, Phone, Email, Address, Contact Person Name, Contact Person Phone, Contact Person Email and Description and then click on the Save button. You can view this added record in the Item Supplier list on the right side of the page.

Add item supplier image

To edit an item supplier, click on the Edit icon present in the item supplier list, and to delete an item supplier, click on the Delete icon present in the item supplier list.

How to add Item?

To add an item, go to Inventory > Add Item, here enter Item and select the Item Category, Unit and Description and then click on the Save button. You can view this added record in the Item list on the right side of the page.

Add item image

To edit an item, click on the Edit icon present in the item list, and to delete an item, click on the Delete icon present in the item list.

How to add Item Stock?

To add item stock, go to Inventory > Add Item Stock, here select the Item Category, Item, Supplier, Store and enter Quantity, Purchase Price, Date, Attach Document and Description and then click on the Save button. You can view this added record in the Item stock list on the right side of the page.

Add item stock image

To edit item stock, click on the Edit icon present in the item stock list, and to delete item stock, click on the Delete icon present in the item stock list.

How to Issue Item?

To issue an item, go to Inventory > Issue Item and click on the Issue Item button present at the top right corner of the issue item page. Here select the User Type, Issue To, Issue By and enter the Issue Date, Return Date, Note and select the Item Category, Item and enter Available Quantity and then click on the Submit button. You can view this submitted record on the Issue Item page.

Issue item image

To return an item, click on the Click to Return button in the Status column. On clicking this button, the Confirm Return modal will open; then click on the Return button. On clicking this button, it will ask you to confirm; after your confirmation, the item will be returned.

Issue item confirm return image

To delete a returned item, click on the Delete icon present in the column. On clicking the delete icon, it will ask you to confirm; after your confirmation, the returned item will be deleted.

How to check Stock Report?

To check stock report, go to Report > Inventory and click on Stock Report. Here you can check the stock list. You can also search for specific items by entering the item Name, Category, Supplier, Store, Available Quantity (quantity available to issue to employees), Total Quantity (the sum of all quantities available in the store) and Total issued (the sum of all products issued to employees).

stock report image

How to check Add Item Report?

To check the add item report, go to Report > Inventory, click on Add Item Report. Here you will see the list of all added items. You can also filter the records by time range; for this, select the Search Type and click on the Search button. The list of searched records will be shown at the bottom of the page.

Add item report

How to check Issue Item Report?

To check the issue item report, go to Report > Inventory and click on Issue Item Report. Here you will see the list of all issued items. To search records, select the Search Type and click on the Search button. The list of searched records will be shown at the bottom of this page.

issue item report

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