Inventory requisition and purchase

purchase indent is an internal organizational request in the purchasing process to authorize the requisition of materials prior to initiating a purchase order.

Roles

Inventory Admin

Path

Purchase Requisitions » Inventory Requisition and Purchase

Functionality

• Inventory admin can create the Indent for purchase of inventory item
• In indent admin can add drafted item directly from the list available in draft.
• New product can be created from the admin on same UI.
• Admin can view the Indent Status (Accepted / Rejected­)

Screen Shots / Steps

Inventory Requisition and Purchase

• In process indent will be shown in In-Process Indent tab.

Create New Indent

• To create indent first select the base product from the drop down and click on create new indent button.
• To Add product in the indent search the product name in searchable textbox and select the product from the list.
• Enter order Quantity and manufacturing company name for all selected product.
• Enter expected delivery date and save the indent.

Drafted Item

• For purchase indent user have the provision to add product in the draft on Inventory Transaction UI.
• Already drafted product can be added in the purchase indent.
• To add drafted products click on add product from draft button.
• Select the product which needs to be added in purchase indent and click on add button.

Add new Product

• If any product is not configured in the system then user can directly add product from the same screen instead of going back to the Configuration » Product Add/Search/Edit.
• To add new product in to the system click on Add new product button.
• Fill all the required details and click on save button.

Rejected Indent

• To check the rejected Indent list click on Rejected Indent tab.

• To check the reason of rejection and indent details click on the indent hyperlink.