How to create Inventory

Pre Requisites

• Enabling Inventories
• How to create Inventory types
• How to create Inventory locations
• How to create Inventory space

Steps:

1.  Navigate to Manage > Inventories
2. Click on the New Inventory

3. Entering Inventory Information:

• Fill in the Description field with details about the inventory item.
• Select the Type from the dropdown to categorize the inventory item.
• Choose a Supplier from the dropdown or search for suppliers using the search box.
• Assign the inventory to a Client by selecting from the dropdown or searching for clients.
• Select the Product associated with this inventory item.

4. Saving the Inventory Record:

• Review all the entered information.
• Click the Save button to save the inventory record.

5. Additional Options:

• Click New Inventory to start a fresh entry.
• Use the Delete button to remove the inventory item from the system if necessary.