This process is used to import fixed equipment into the system for sale or rental.
Note: Assets created manually via the “Add” popup cannot be used for sale or rental, because they are not associated with a warehouse. Associating a warehouse is mandatory for stock release during order fulfillment.
- Step 1. Create Inventory receiving Approval Process
If approval workflow is enabled, inventory vouchers must be approved before assets can be used.
If no workflow is configured, the voucher is auto-approved upon saving
- Step 2. Go to Inventory menu under Fixed Equipment module from the left sidebar.
- Step 3. Select the Inventory Receiving menu -> click on the Delivery docket button
- Step 4. In the Inventory Receiving Voucher, fill in the requested details
- Delivery docket number: is a unique reference identifier assigned to each inventory receiving 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 received
- Supplier name: enter the supplier who delivered the goods
- Buyer: Select the employee responsible for the purchase
- Deliverer: enter person delivering the items
- Warehouse name: select a warehouse to import, warehouse is taken from menu Inventory -> Warehouse Management.
- Invoice number: enter reference invoice number
- Step 5. Add items to the voucher
You can add the following item types:
- Assets
- Select model
- Select warehouse: select the warehouse where the product will be stored
- Enter Unit price
- Enter serial number
- Accessories / Licenses / Components / Consumables:
- Select item
- Select warehouse: select the warehouse where the product will be stored
- Enter quantity
Use 
to add the item to inventory receiving.
Use 
to remove the item from inventory receiving.
- Step 6. Click on the Save button
- Step 7. Approval Process
The approver receives the notification and proceeds to approve
==> Result: accessory, license, component, consumable increase in number, You can view their inventory in Inventory History.
For assets, the system automatically creates a new line
