Knowledge

Inventory can only be released for fixed equipment that has been stocked via inventory delivery.
• Step 1. Create approval flow for Inventory delivery .
  
  
• Step 2. Go to Inventory menu under Fixed Equipment module from the left sidebar.
• Step 3. Select the Inventory Delivery menu -> click on the Export slip button
  
  
• Step 4. In the Inventory delivery voucher, fill in the requested details
  
  
  • Document number: is a unique reference identifier assigned to each inventory delivery record. It is automatically generated based on Prefix settings
  • Accounting date: select the date for accounting purposes
  • Voucher date: select the date when the inventory is delivered
  • Customer name: choose the customer, who is receiving the goods
  • Receiver: enter the name of the person receiving the items
  • Address: input the delivery address
  • Sales Person: select the sales person responsible
  • Invoice number: enter the invoice number if applicable
  • Add item to delivery voucher: 
    • For Asset: select the model, then select the warehouse 
    • For Accessories, Licenses, Components, or Consumables: select the specific item -> select the warehouse -> input the quantity

Use to add the item to inventory delivery . 

Use  to remove the item from inventory delivery .

• Step 5. Click on the Save button 
• Step 6. Approval Process 

Approvers will receive a notification and can proceed with approval. 

Once approved, the inventory will be deducted from the warehouse.