- Click on “Inventory” from the main menu.
- Click on “Manage Requisitions”.
- Click on the “Add” button.
- Select “Manual Outbound” from the dropdown list.
- Enter the details of the transaction you wish to add as follows:
- Requisition Information:
- Date: Set the date and time the transaction is saved to the account.
- Inventory Information:
- Warehouse: Select the warehouse affected by the product movement from the dropdown list.
- Note: The warehouse selection option appears only if there are multiple warehouses in the account. For more details, refer to the “Add Warehouse” guide.
- Other Information:
- Journal Account: Choose the account affected by the movement against the inventory value.
- Notes:
- The default account in the system is “Other Receivables” in the case of dispensing.
- The journal account field appears only when the “Chart of Accounts & Journals Accounting” app is activated in the account. For more details, refer to the “Activate the Chart of Accounts App“ guide.
- Notes: Add any required notes in the dialogue box.
- Client: In the case of an outbound requisition, the “Client” field appears.
- Items:
- Items: Select from the dropdown list the items you want to include in the transaction.
- Unit Price: Determine the price for the product.
- Qty: Determine the quantity of the dispensed product.
- Stock On Hand: The system will show you the product quantity in the inventory before the transaction.
- New Stock On Hand: The system will show you the product quantity in the inventory after the transaction.
- Total: The system will display the total price based on the product quantity. Enter the details of the transaction you wish to add as follows:
- Click on the “Confirm” button.
- Note: In the case of manual outbound transaction, the outbound requisition is saved with the status “Accepted” directly.