A Privileged Employee can raise indents, requesting for items that may be required by the employee or by a department. After an indent is raised, the indent is sent to the employee’s manager for approval.

Note: Privileged Employees can raise indents only if they have been assigned a manager.

  1. At the top of your dashboard, click the module access icon > Administration > Inventory > Indents to open the Indents page.

  2. In the top right, click the New button.

  1. In the Indent No. field, enter the indent number.

Note: If you’ve raised indents before, the indent number automatically increments sequentially.

  1. In the Store field, select the store. Only items listed in the selected store can be requested.

  2. In the Expected date field, enter the date you expect the item(s) to be issued.

  3. In the Description field, enter any comments about the indent request.

  4. In the Store Item field, select the item you require. For the item you select, item details such as quantity available, price per item, and the batch number are displayed.

  5. In the Required field, enter the quantity of items you require. You can enter a number more than the available quantity if required.

  6. Click Add item (highlighted in green) if you require more items. To remove an item from the indent request, click the ‘x’ icon.

  7. Click the Save button.

For more information, watch this-

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