Inventory management within our system streamlines the process of adding, selling, and tracking devices with ease. It allows users to maintain a comprehensive database of devices, manage sales to resellers, and ensure accurate stock levels and device information. Utilize features like bulk device uploads, detailed sales tracking, and customization options to keep your inventory organized and updated, ensuring efficient operation and accurate reporting. Additionally, the benefit of using the Sign-up option comes into the play only using the inventory account. Let’s know more about it.
Firstly, the hierarchy which we follow in the inventory account is slightly different to that of the general account. Here we have to follow the chain of admin, reseller, reseller subuser and then company.
Before knowing more about the inventory module, we first need to ensure if reseller and reseller sub users are created or not. To know how to create a reseller, click here.
To get started
- Log in to the admin account dashboard.
- Go to Settings > Master > Inventory.
The page you land on is the Inventory overview page where you can have a look at all your device records.
To upload records individually
- Click on the Purchase button on the taskbar.
- Enter Invoice No. and Invoice Date of your purchase order.
- Enter Amount Per Device , Total Tax and Total Amount as per your purchase order.
- Enter the Device Model which you’ve purchased.
- The Demo file which is an excel file needs to be downloaded by clicking on Download and necessary details need to be filled out in the predefined fields.
- Save the file, and upload the file.
- Click on the Save 💾.
