Inventory Transactions

Inventory transactions represent movements of Inventory Item from one location to another. Normally, the process consists of four steps:

1) User request the Items to the Store.

2) Request will go for approval.

3) Once request is approved by the authority request will come to the inventory admin.

4) Inventory admin will take further action on it. ( Issue / Reject the request )

Roles

Inventory Admin

Path

Inventory Transactions

Functionality

- Admin have the provision to upload using excel or enter organizational existing inventory data from UI in to the system. Once the system is use by the organization new entries will be done by the GRN Process.

- Inventory admin have the access to see current stock as on date as well as Admin can see or edit the product details.

- As per Reorder quantity level configuration user will be alerted by the system that the item is below reorder level / Maximum level / Minimum level etc… To identify this level system is using different colour coding.

- Admin can filter out the inventory stock based on different status maintained by the system (E.g. Available Stock, Category wise, Near Expiry and Overall Stock)

- Inventory admin have the provision to allocate the inventory items without requisition.

- Inventory admin can able to allocate the inventory items against the request. Once inventory requisition is accepted by employee’s sectioning manager request will come to inventory admin and Inventory admin have the authority to Accept or Reject that requisition.

- JUNO Campus have the functionality to accept the requisition without allocating items. Admin can accept the request and later he can allocate.

- If item is not available in the stock, Inventory admin can add those items in the draft for further references which will be useful while Purchase requisition.

Admin have the access to view Pending, Accepted, Allocated or Rejected Requisition.

- User have the provision to Return or Reject the issued inventory item, Once the user has returned the issued inventory item Admin has to accepted the request from Transaction Report UI

- Admin have the access to see the consumed, Issued, Rejected Item list

Screen Shots / Steps

Inventory Transactions

-Base product wise current stock details will be available for admin. - Admin can Issue the inventory against the request or Allocate directly to the user.

Current Stock ( as on date )

- Adding Item Details Using Form

- Non purchased item from the system can be added by the admin.

- Admin have the provision to add product details using form or can be uploaded by the excel.

- To add product details click on Add New Product Item button.

- Enter the purchase details and click on Add Product Item button.

- Once the admin clicked on add product item button.

- Adding product item Form will be visible.

- Enter all product details and click on Confirm item button one by one.

- Once all item details updated, Item list will be visible and finally click on Save product items button.

- Upload product details using Excel

- Admin have the provision to upload all the product details using excel.

- To upload product details first download template by clicking on Click Here hyperlink.

- Fill all the details in the template and Click on Upload excel sheet button.

- Admin can select the filled excel and upload.

Current Stock as On Date

Product details

Edit Product Details

Adhoc Issue of Inventory

Issue Against Request (Admin Can Accept/Draft, Reject or Allocate with acceptance)

Transaction Report

Rejected Items