InventoryTaking

“To access the inventory page and learn about everything related to inventory management, including how to access the page and its features, as well as the release of new inventory versions:

To access the inventory page, please follow these instructions:

• Start by clicking on the “Warehouses” menu in the main menu.
• Then, click on “Inventory Items” available in the top bar of the page.
• Next, select “Inventory” to access the page, which displays all the inventories added to the system.

Using these steps, you can easily access the inventory page.

Inventory Concept and Uses:

Inventory management is an essential tool for managing inventory, providing significant advantages that contribute to improving transparency and inventory control. The benefits of inventory management can be divided into key points:

• Transparency and Precise Monitoring: Inventory management allows you to know the actual status of the inventory. Administrators can verify the availability of materials and products and check their alignment with recorded data. This level of transparency enhances procurement planning and operational organization.
• Easy and Efficient Inventory: The system provides the ability to conduct accurate inventory for each warehouse separately. By using the warehouse list, the system displays a list of all items in the warehouse and the quantities available according to the recorded data.
• Simplified and Repetitive Adding: The inventory feature allows you to easily add multiple quantities of the same item during an inventory session. For example, you can easily add quantities of products during daily inventory, breaking the process into smaller, more detailed stages.
• Effort and Precision Distribution: Thanks to this feature, you can avoid entering every quantity in one place. You can easily add repeated quantities. Once you add those quantities, the system automatically calculates totals accurately and smoothly, saving you time and effort.
• Comprehensive and Seamless View: This feature provides a comprehensive view of inventory and available quantities in a clearer way. Instead of worrying about inventory calculations, you can focus on recording information with confidence and ease.
• Management Flexibility: Inventory management allows inventory to be saved without the need for settlement or completion. This allows users to review data and ensure its accuracy before finalizing it.
• Convenient Closure and Settlement: Inventory management provides convenient closure and settlement options. Administrators can execute closure and settlement steps when the inventory is completed and verify the data.

Using these advantages, inventory management can be a powerful tool for improving inventory management, ensuring data accuracy, and achieving the highest levels of efficiency in storage operations.

Options and Features of the Inventory Page:

• Efficient Filter Usage: On the inventory page, you will find an important option that allows you to use filters easily and effectively. You can access these filters by clicking on the filter icon on the left side of the page. By using these filters, you can easily and accurately query the inventories available in the system.
• Comfortable and Organized Browsing: The page provides a table containing all available inventories in the system. The table includes detailed information about each inventory, such as “Inventory Date – Warehouse – Branch – Inventory Status – …”. This makes it easy for you to view and index all inventories clearly and accurately.
• Easy Access to Details: You can easily view any available inventory in the system by clicking on the link associated with it. This gives you quick and immediate access to the selected inventory details.
• Enhanced Transparency: Inventory management provides transparency for understanding and monitoring the inventory status. Administrators can verify the availability of materials and products and check their alignment with recorded data. The system makes this easy by allowing you to inventory each warehouse separately using the warehouse list. The system displays all items in the warehouse and the quantity available according to the system, with the ability to add the quantity of the item more than once. Additionally, you can save the inventory without settling or completing it for review or confirmation, with the option to finish and settle later.

Explanation of How to Create a New Inventory:

• Starting: Head to Inventory

To create a new inventory, simply click on the “New Inventory” link at the top of the page. Head to this link to get started.

• Filling Out Data: Step by Step:

Follow these steps carefully:

• 1. Choose the warehouse you want to conduct the inventory on.
  2. Select the inventory date.
  3. All inventory items are displayed in a table at the bottom of the page, with item code, description, and balance.
  4. Enter the actual quantity for each item in the “Addition” field next to it.
  5. Press the “+” symbol to save the added quantity; you can add more than one quantity for the item in the same field.
  6. Ensure the total quantities added in the Total column.
  7. The system will automatically calculate the differences between the actual balance and the inventory balance in the Difference column.
  8. Add a special note for each item if needed.

• Save and Continue: Storing Data for Review

At the bottom, you will find the “Save” button; use it to save the inventory without closing or completing it. This allows you to return to the inventory later to complete or review it.

**Important Note: Once you finish verifying and reviewing the inventory and confirming its data, you can conclude the inventory by clicking the “Finish Inventory/Settle Differences” button.

This page provides a comprehensive overview of inventory management and how to create it. You can access the inventory page easily through the main menu. The system enables you to conduct accurate and efficient inventory management by selecting the warehouse and inventory date, then entering the actual quantities for each item. Once you add quantities, the system automatically calculates differences. You can save the inventory for review or conclude it to settle differences effectively and accurately.”