Indent is a demand or request raised by a Branch against the Headquarters, when a deficit of items is anticipated. There are two ways of Indent creations supported in RetailEasy Oncloud. One is by Manual Indents and the other is by Auto Indents. Here we shall discuss raising and executing Manual Indents.

Benefits: 

1. ​Generate  PurchaseOrders on time and avoid stock outs, by creating Indents
   

• Achieve agile stock replenishment instantly by Transfer In operations with Indents, without creating Purchase Orders   

• Get instant visibility and accountability of Transfer In operations done with Indents from Stock Replenishment Reports 

Steps to raise a Manual Indent against the Headquarters for a particular item  

1. Let us first check the stock count of the Indent item in the Branch before creating  

    Indent manually.

    Goto >> Inventory >> Stock Update Entry and select the Branch to which you

    wish to transfer the item, and make a note of the item count

2. Goto >> Purchase >> More >> Indent

3. The Indent page appears. Click on the Branch Name tab. The Headquarters Branch 

     pops up

4. Select the item from the item pop-up. Enter the Indent Qty and click on Save. Indent

     with a reference number will be created

5. Goto Sales >> Transfer out. The Transfer Out screen appears. Select the Headquarter

    and Branch. Press Shift + F5. The Indent list pops up.

    Select the Indent created and press Enter. The Indent gets displayed and

    click on Save

6. To approve the Transfer Out, Goto >> Sales >> Transfer out Approval. Select the 

     Headquarters Branch and click on F4 Pending Approval. The pending approval list

     pops up. Select The TO NO (Transfer Out) to be approved and press Enter

7. The approval flag will be enabled and click on Save

8. Goto Purchase >> More >> Transfer In

9. Select the Headquarters and Branch in the From and To tabs respectively. Click on

     the TO No (Transfer Out no.) tab. The Transfer Out list pops up

10. Select the TO No. and press Enter. The Transfer Out details will be displayed.

      Click on Save

11.Thus the   the Transfer In process is executed. Let us verify it in the Reports

12. Goto >> Reports Inventory >> Stock replenishment  >> Indent Summary.

13. Select the Ind.date and click on Apply

14. The Manual Indent execution can be observed. And when you click on the Indent number the Indent details will be     displayed

15.  Now check the stock count in the Branch.

       Goto >> Inventory >> Stock Update Entry.

       Check the stock available entry in the Branch to confirm the increase in stock count

       by Indent quantity.

Hope you are now clear with how a Manual Indent is raised and executed for stock transfer from Headquarters to Branch in RetailEasy OnCloud. You can create Indents for any number of items.

NOTE:  To know how to create Purchase Orders from Indents click on the following link  Creating Purchase Orders by loading Indents.