How does the Auto Indent based on Sales Qty method works?

How does the Auto Indent based on Sales Qty method works?

 Auto indent process based on sales Qty   

When the configuration “Auto Indent based on” is set to Sales Quantity, the system calculates the Indent Quantity as:

  1. Indent Quantity = Sales Quantity (based on selected date) – Current Stock
  2. If the Current Stock is greater than or equal to the Sales Quantity, the Indent Quantity will be 0.

Configuration Setup  

Step 1: Enable Auto Indent Configuration  

  • Navigate to:
    Tools → Configuration → Business Configuration

  • Enable Set Auto Indent based on “Sales Qty”

 

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Step 2: Put the sales bill transaction.

"Once you done the sales bill transaction, based on the selected date, sales qty will be raised as  indent  in auto indent screen

 

Step 3: Perform Sales Bill Transaction  

  • Create a Sales Bill for the item.

  • Once the sales transaction is completed and the remaining stock falls below the minimum quantity, the item will appear in the Auto Indent screen.

 

 

 

sale

 

Step 4: Generate Auto Indent  

  1. Navigate to Purchase → More → Auto Indent

  2. Select the Branch

  3. Select the Date Filter (Today / Yesterday / Last 7 Days)

  4. Click Search Indent




Now , the system calculates the Indent Quantity as:

Indent Quantity = Sales Quantity – Current Stock.
Note: If the Current Stock is greater than or equal to the Sales Quantity, the Indent Quantity will be 0.


  1. Click Generate All

The indent will be generated successfully

 

Step 5: Processing the Indent at Headquarter  

Once the Headquarter receives the indent, it can be processed in two ways:

A) Stock Transfer Out (When stock is available at HO)  

Once the headquarter receives the indent, there are 2 cases, by how the headquarter branch can process the indent.

(A) - Raise indent through Stock transfer out (HO) , (B)- Raise Purchase order to supplier

1. Go to Sales -> More -> Transfer out

 2. Select:

  • From Branch: Headquarter

  • To Branch: Indent-raising branch

 

 3.  Press Shift + F5. The list of indent which is submitted to the headquarter branch will appear. Load the necessary indent.

4 . The quantity specified in the screen will be based on the how much stock the headquarter has for the item.

Click on Save the transfer out to transfer the stocks to the branch.

 

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B) Purchase Order to Supplier (When stock is not available at HO)  

  1. Navigate to Purchase → Purchase Order

  2. Press Shift + F3 to load indents

  3. Select one or more indents (multiple indents can be combined in a single PO)

po

 

4. Make required changes and click Save to place the order with the supplier

 

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Reports

 To view indent status and replenishment details:

  1. Navigate to Reports → Inventory → Stock Replenishment → Indent Based on Replenishment

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Step 2 : Filter the indent date and location and click on apply.

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FAQ:

1. What is "Auto Indent Based on Min-Max with Sales Info" and how does it work?

Auto Indent Based on Min-Max with Sales Info  

When the "Auto Indent Based on Min-Max with Sales Info" configuration is enabled, the Auto Indent screen displays items for the selected branch and date range, along with:

  • Sales information for the selected period

  • Minimum and maximum quantity set in the Item Properties

  • If the current stock falls below the minimum quantity, the system suggests an indent based on this data.

This helps users make informed reordering decisions by reviewing both stock levels and sales activity for the given period.

 

 

 In the Auto Indent screen, select the 'Sales Quantity Date' filter to define the sales period, then click 'Search Indent' to view the calculated indent quantity.

 

 


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