Indent Portal [HQ]
This module helps create indents from HQ, so your outlet staff don’t have to make them from the outlets to the warehouse. The Inventory team at HQ will take care of those requests directly.
To get started, you’ll need to choose the warehouse it’s going to and the outlet making the request, along with any other necessary details. Once that’s all set, an advice will be generated and sent to the outlet. The outlet will then automatically treat this advice as an indent to the warehouse.
In the warehouse's STO screen, you’ll need to click on Load Indent, pick the outlet, and then process and save the indent as STO. After that, it will be sent to the outlet and imported there as STI.
To do this:
Navigate to BPM > Inventory Management > Indent Portal.
Choose the warehouse from the list.
Choose the outlet from the list.
Choose the indent portal template from the list.
Put the required quantities.
Click the Save Indent button.
To import the indents without a template via csv file:
Open the indent portal screen and select Warehouse and Outlet from the list.
Click the Import CSV button.
Click the Download Template button.
Fill out the item code and the qty.
Click Select File button.
Select the indent_item_import file.
Click Open button.
Click Import CSV button.
Verify the items and their quantities, then click Save Indent button.
Note: If you put invalid items codes in the CSV file you will get error while importing the CSV file. Check out the screenshot below:
CSV with invalid item codes and qty.
CSV Import failed message.
Error message in the CSV file.
Related Articles
Indent Portal Templates [HQ]
This module helps you make a variety of templates for the Indent Portal, allowing the Inventory team at HQ to manage indent requests for the outlet staff. With these templates, the HQ team can effortlessly submit requests from the outlet to the ...Indent Portal Report [HQ]
This Indent Portal Report provides details on the indents generated from the Indent Portal. Let's check out how it's done: Navigate to BPM > Inventory Management > Indent Portal Report. You will get the details like Indent No, Indent Date, ...Manual Indent Process for ServEasy [Rpos6] HQ Environment
Manual indenting is a process through which the user can submit requests to the warehouse for inventory management. This process is based on reorder formulas such as Min/Max levels, last sales quantities, last purchase order quantities, and so on. ...Indent Type Master [HQ]
Indent Type Master – Overview The Indent Type Master in Gofrugal HQ plays a vital role in the indent management process. It allows you to define and classify the type of indent being raised, helping streamline replenishment and approval workflows. ...Auto Indent Replenishment Process in ServEasy [Rpos6] HQ Environment
Auto-indent replenishment is a systematic approach used in inventory management to reorder stock automatically based on predefined criteria. Note: For Sweets/ Bakery/ Restaurant vertical businesses, it is recommended to choose the Reorder type as ...