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.

1. Add Stock Room: The user can click on “the "Add Stock Room”Room" button to add thean individual Stockstock Roomroom. followingA page will be display.displayed Fillwhere the all-user must fill in all mandatory fields thenfor only save button will be enabled, click onthe save button to createbe enabled. Upon clicking the save button, the stock room.
   room

   will be created.

   Note: Every inventory has an individual Stockstock Room,room, and for everyeach inventory typetype, wea separate stock room must be create separate Stock Roomcreated in the settings.

2.    

2. Bulk Upload:Upload: The user can click on the bulk upload button to create multiple Stockstock Roomrooms at aonce. time,Download downloadthe csvCSV file andfile, fill in the datarequired thendata, upload.
   and

   3.upload it.

3. Edit Stock Room:Room: HereThe youuser edit/can edit or update an already created Stockstock Roomroom by clicking on the edit icon available in each row of Stockthe Roomstock room list.

4.     

4. Delete Stock Room: HereThe youuser can delete thean already created Stockstock Roomroom by clicking on the delete icon available in each row of Stock Room  list.

   Note: you cannot edit/update details inthe stock room iflist. itNote: If a stock room is linked to an existing inventory, the user cannot edit or update the details, and the system will display a warning messagemessage.
   

as shown by following screenshot.

Settings -> My Organization -> Location

1.

1. Add Location: The user can click on the add"Add locationLocation" button to create an individual location.

   When click on “add location”the button followingis clicked, a page will appear,appear where the user must fill in the mandatory fields. Once all required fields thenare onlycompleted, the save button will be enabled. ClickUpon onclicking the save button, yourthe location details will be saved and displayed in the table first row.

   row

   

   of

   
   

   the

   2.table.

   
2. Bulk Upload Location:Location: ClickThe user can click on the bulk upload button to create multiple locations atsimultaneously. aDownload time,the downloadCSV csvfile, filefill in the necessary data, and fillupload theit.
data   then upload. 

3.     

3. Export button:Button: To download the QR list (locations), youthe user can export asthe data either with image or without image.
   images.

4.

4. QR: QR:The Clickuser can click on the QR icon and Scanscan the QR code to view thatthe location
   respective

   5.location.

 
5. Edit Location:Location: HereThe youuser can edit already created locations by clicking on the edit icon available in each row of Locationthe location list.

6.     

6. Delete Location:Location: HereThe youuser can delete already created locations by clicking on the delete icon available in each row of Locationthe location list.

Settings -> My Organization -> Building: 

1. 

1. Add Building: clickClick on the add"Add buildingBuilding" button to create an individual building name.

   When clicking on the “addAdd building”Building” buttonbutton, the following page will appear,appear. fillFill in the mandatory fieldsfields; only then onlywill the save button will be enabled. Click on the save buttonbutton, and your building details will be saved and displayed in the table first row.

   row

   

   of

   
   

   the

   2.table.

 
2. Bulk uploadUpload Building: Click on the bulk upload button to create multiple buildings at aonce. time,Download downloadthe csvCSV filefile, fill in the data, and fill the data   then upload.upload
   it.

3.      

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

4.      

4. QR: Click on the QR icon and Scanscan the QR code to view thatthe building name along with the location.

5.      

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

6.      

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

Settings -> My Organization -> Floor:

         6.    QR:

QR: Click on the QR icon to generate and Scanscan the QR code, allowing the user to view thatthe floor name along with its location.

Settings -> My Organization -> Room: