Having the ability to maintain a track all the material that has been procured is essential to the warehouse managers and procurement teams to asses costs. All the products falling under the operational expenses, will be populated in the Stock Inventory. From here the assigned people can issue stock whenever necessary with ease. 


Follow the below steps to issue stock to the necessary contacts

Go to Modules > Under the Inventory > Select Inventory / Stock Issues > Click on the + 'New' Button in either of the view page. A stock issue view page will be opened for the user.

In the view page the user has the options to issue stock whatever is recorded in the Inventory. Follow the below steps to issue stock from the stock Inventory. 

  • Select the facility (1) where the products have been stocked in their Inventory from the drop down all the products in that Inventory of the facility will be populated in the Item Inventory
  • Select or Add a new contact (2) from the drop down if you want to record the information such as the person who the stock is issued to
  • Enter the Asset room if the stock is to be issued to any asset room that has been created inside a facility
  • Search (4) for the products that are in the stock inventory from the list or from the search bar (1) and after finding the product click on the + Button beside the product. You can also issue stock in another manner by clicking the '+' Button beside each product 
  • The selected product will be added to the issue panel (6) on the right, where we have to define the issue quantity for that product
  •  Finally, click on the create button when you are satisfied with your stock issue input

If there is any approval flow configured for issuing stock, the relevant stakeholders will be notified and upon their approval the stock will be issued to that contact or the asset room.


Role and Tasks of the Approver

The approver will receive an In-App notification or an email regarding the stock issue and their need for the approval. Upon clicking the notification or email or manually going to the Issue Stock from the Modules. 

Here there are three tasks where the approver at least has to perform one of them. Upon approving, the issued stock will be deducted from the Inventory. In case the Issue Stock is rejected request the issue quantity in the inventory remains unchanged. The other action that can be done is the re-assign the request which can also be done after