4.2. Pre-requisite for Inventory Creation

Before onboarding inventories, the user must configure the necessary settings such as Inventory Category, Manufacturer, SKU, Stock Room, Location, and Currency within the Settings module.

Settings -> Inventories -> Inventory category:

1. Add Category: The user can type the category name in the text box and click on the "Add Category" button to add an individual category.
2. Bulk Upload: The user can click on the bulk upload button to create multiple categories at a time. Download the CSV file, fill in the data, and upload it.
3. Edit Category: The user can edit already created categories by clicking on the edit icon available in each row of the categories list.
4. Delete Category: The user can delete already created categories by clicking on the delete icon available in each row of the categories list.

Settings -> Inventories -> Manufacturer

1. Add Manufacturer: The user can type the manufacturer name in the text box and click on the "Add Manufacturer" button to add an individual manufacturer.
2. Bulk Upload: The user can click on the bulk upload button to create multiple manufacturers at once. Download the CSV file, fill in the data, and upload it.
3. Edit Manufacturer: The user can edit already created manufacturers by clicking on the edit icon available in each row of the manufacturer list.
4. Delete Manufacturer: The user can delete already created manufacturers by clicking on the delete icon available in each row of the manufacturer list.

Settings -> Inventories -> SKU

1. Add SKU: The user can type the SKU name, Threshold, Min Threshold, and Max Threshold in the respective text boxes and click on the "Add SKU" button to add an individual SKU. Note: Every inventory has individual SKU, for every inventory type we have to create separate SKU in settings.
2. Bulk Upload: The user can click on the bulk upload button to create multiple SKUs at once. Download the CSV file, fill in the data, and upload it.
3. Edit SKU: The user can edit or update already created SKUs by clicking on the edit icon available in each row of the SKU list.
4. Delete SKU: The user can delete already created SKUs by clicking on the delete icon available in each row of the SKU list.

 

Settings -> Inventories -> Stock Room

1.       Add Stock Room: click on “Add Stock Room” button to add the individual Stock Room following page will be display. Fill the all-mandatory fields then only save button will be enabled, click on save button to create stock room.

Note: Every inventory has an individual Stock Room, for every inventory type we must  create separate Stock Room in settings.

2.    Bulk Upload: click on bulk upload button to create multiple Stock Room at a time, download csv file and fill in the data then upload.

3.      Edit Stock Room: Here you edit/update already created Stock Room by clicking on edit icon available in each row of Stock Room  list.

4.      Delete Stock Room: Here you delete the already created Stock Room by clicking on the delete icon available in each row of Stock Room  list.

Note: you cannot edit/update details in stock room if it is linked to an existing inventory, system display warning message as shown by following screenshot.

Settings -> My Organization -> Location

1.      Add Location: click on the add location button to create individual location.

When click on “add location” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button, your location details will be saved and displayed in the table first row.

2.     Bulk Upload Location: Click on bulk upload button to create multiple locations at a time, download csv file and fill the data   then upload. 

3.      Export button: To download QR list (locations), you can export as with image or without image.

4.      QR: Click on QR icon and Scan QR to view that location

5.      Edit Location: Here you edit already created locations by clicking on edit icon available in each row of Location list.

6.      Delete Location: Here you delete already created locations by clicking on delete icon available in each row of Location list.

Settings -> My Organization -> Building:

1.      Add Building: click on the add building button to create individual building name.

When clicking on “add building” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button your building details will be saved and displayed in the table first row.

2.       Bulk upload Building: Click on bulk upload button to create multiple buildings at a time, download csv file and fill the data   then upload.

3.       Export button: To download QR list (buildings), you can export as with image or without image.

4.       QR: Click on QR icon and Scan QR to view that building name with location.

5.       Edit Building: Here you edit already created building names by clicking on edit icon available in each row of building list.

6.      Delete Building: Here you delete already created building names by clicking on delete icon available in each row of building list.  

Settings -> My Organization -> Floor:

         6.    QR: Click on QR icon and Scan QR to view that floor name with location.

Settings -> My Organization -> Room:

Settings -> My Organization -> Currency settings:

Select your currency type from the dropdown as shown by the screenshot below .

 

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