Manual Indent based on Load Items Manually
Manual Indent
The term "Indent" can also refer to a stock's "Demand" or "Request." It is a method for any branch to communicate their increased stock needs to the main branch.
Indent quantity for each item should be raised manually according to company specifications from headquarters.
Steps to create a Manual Indent in Indent Screen:-
1. Navigate to Purchase → More → Indent.
2. On the Indent screen, select the "Add Indent" option.
3. Select the Branch for which you want to generate the indent. Once the branch is selected, the item list screen will be displayed.
4. Select the individual items by Item name, Alias code and Item code, input the precise number, and select the Add item option, then select Save.
5. After adding details in Indent entry screen, click on Save to update changes.
Loading indent in Stock transfer out screen
6. The Stock Transfer Out screen is used for saving the details of the stocks transferred from the current or logged in the branch to another branch.
Navigate to the More >> Transfer out tab in the Sales module.
7. Select "From branch" from which the stock must be transferred and "To branch name" for the requested branch.
8. Press Shift + F5 to load the indent in the Transfer out screen after choosing the branches.
9. After selecting the indent, the indent details will be displayed in the Stock Transfer Out screen.
10. Press F6 Save to save the entry after loading indent.
11. Open the Transfer Out Approval screen in the Sales module's More menu.
12. Press F4 Pending Approval to load the pending approvals on the Transfer out Approval screen.
13. Then click F6 to save the Transfer out Approval.
Loading indent in purchase order screen.
14. Navigate to Purchase → Purchase Order. Open the Purchase Order screen and press Shift + F3 (Load Indent) to load the indent details.
15.In the LOV, the list of all indent details will be displayed. Select the required indent by checking the checkbox to load it.
16. Now that the order has been loaded, select the Supplier option to view the product providers. Select an entry from the list, then press F6 Save to save it.
FAQ:-
1. I'm using starter edition of TruePOS and can't see this screen. Why?
Ans:- This screen is supported only for Standard and Professional Editions. For Starter Edition need to purchase a custom license. Reach out to retaileasycloud-support@gofrugal.com.
2. Is the indent quantity auto-calculated?
No. In a Manual Indent, the quantity must be entered manually for each item as per the company’s requirement.
3. Where can I create a Manual Indent?
You can create a Manual Indent from the Indent screen under the Purchase module.
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