Inventory
29 articles
What is the Inventory module used for?An overview of the myschool Inventory module: stores, items, indents, purchase orders and goods received notes.What is a store category?Store categories group your stores; each category has a name and a code.What is a store type?Store types classify stores by the items they hold or issue, such as Stationery, Sports or Canteen.What is a store item?Store items are the stock held in a store, either for sale or for issuing through indents.What is an indent in Inventory?An indent is a request raised by an employee for items held in the school's stores.Inventory workflowThe recommended order for setting up and using the Inventory module, from store categories to reports.How to create a store categoryCreate store categories to group stores by recipient, item type or function.How to edit or delete a store categoryEdit a store category at any time; delete it only if no store uses it yet.How to create a store typeCreate store types such as Stationery, Sports or Canteen, each with a unique code.How to edit or delete a store typeEdit a store type at any time; delete it only if it has not been used to create a store.How to create an item categoryItem categories group store items and are used only when recording sellable items.How to edit or delete an item categoryEdit an item category at any time; delete it only if no store item uses it.How to add items to a storeAdd items to a store with quantity, unit price, tax and batch number, and mark them as sellable if needed.How to edit or delete item detailsEdit store items at any time, delete items not yet indented or issued, and export item lists as PDF or CSV.How to create a supplier typeSupplier types group suppliers by the kind of items you buy from them.How to edit or delete a supplier typeEdit a supplier type at any time; delete it only if no supplier has been added under it.How to add a supplierAdd suppliers with their type, contact number, address, tax number, region and help desk details.How to edit or delete a supplierEdit or delete supplier details at any time and export the supplier list as PDF or CSV.Inventory purchase flow diagramA diagram of the inventory purchase process, from indent to purchase order and goods received note.How to raise an indentPrivileged employees can raise indents for items they or their department need; the manager then approves.How to approve or reject an indent requestManagers approve (issue) or reject indents raised by their employees, with FAQs on stock shortages.How to edit or delete an indent requestOnly indent requests with status Pending or Rejected can be edited or deleted.How to create a purchase orderCreate a purchase order against an indent to buy items from a supplier, with quantities, discount and tax.How to issue or reject a purchase orderApprove (issue) or reject a purchase order and adjust its details before saving.How to edit or delete a purchase orderOnly purchase orders with status Pending or Rejected can be edited or deleted; issued orders are locked.How to generate an inventory reportGenerate reports of indents, purchase orders and GRNs by status and date range, and export them as CSV.How to create a sales invoiceCreate a sales invoice for items sold from a store, apply tax, charges and discounts, and print it.How to edit or delete a sales invoiceA sales invoice can be edited or deleted only if it has not been marked as paid.How to generate sales reportsUse the item-wise, day-wise and invoice sales reports to track item availability, collections and invoices.