How to raise an indent

A privileged employee can raise an indent to request items needed by the employee or by a department. After the indent is raised, it is sent to the employee’s manager for approval.

Note: Privileged employees can raise indents only if they have been assigned a manager.

Steps

1. Go to Menu → Administration → Inventory → Indents to open the Indents page.

2. In the top-right corner, click New.

   Screenshot — to be addedpublic/images/articles/inventory-raise-indent-1.png

3. In the Indent No. field, enter the indent number.

   Note: If you have raised indents before, the indent number increases automatically in sequence.

4. In the Store field, select the store. Only items listed in the selected store can be requested.

5. In the Expected date field, enter the date by which you expect the item(s) to be issued.

6. In the Description field, enter any comments about the request.

7. In the Store Item field, select the item you need. The item details – available quantity, price per item and batch number – are displayed.

8. In the Required field, enter the quantity you need. You can enter a number greater than the available quantity if necessary.

9. Click Add item (in green) to request more items. To remove an item from the request, click the x icon.

10. Click Save.

Screenshot — to be addedpublic/images/articles/inventory-raise-indent-2.png

Related articles

• What is an indent in Inventory?
• How to approve or reject an indent request
• How to edit or delete an indent request