Skolera

Indent is basically a letter raised by employees of an institute asking for materials needed which are present in the store. The indents can be raised by any employee when he requires item from the stores.

An indent can be raised by an employee who has the ''Inventory Basics'' privilege. That employee should be having a reporting manager in Skolera.

How to raise an Indent:

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.

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

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

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

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

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

7. 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.

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

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

10. Click the Save button.

Edit / Delete an Indent request:

Only indent requests with status ‘Pending’ or ‘Rejected’ can be edited or deleted.

Note: Your manager can also edit or delete the indent request.

At the top of your dashboard, click the module access icon > Administration > Inventory > Indents to open the Indents page. Indents or all statuses (Pending, Issued, Rejected) will be listed.

Click Edit to edit an indent request, or click Delete to delete an indent request.

Approve / reject and Indent:

Indents raised by employees must be approved by their managers. 

• What happens if an indent request is approved?

The items requested by the employee will be issued.

• What happens if an indent request is rejected?

The employee can make the necessary corrections, and then resubmit the indent request for approval.

• What if the item requested is not available or not in sufficient quantity?

The indent request can still be approved. After approval, create and issue a purchase order for the pending quantity. After the items are supplied, create a goods receipt note. The pending quantity is automatically issued to the employee.

• Can an approved indent request be rejected or vice versa?

Once issued, an indent request cannot be rejected. However, a rejected indent request can be approved again.

1. At the top of your dashboard, click the module access icon > Administration > Inventory > Indents to open the Indents page. Indents of all statuses (Pending, Issued, Rejected) will be listed.

2. Search for an indent request by selecting an indent status and clicking the Submit button. You can also search for an indent request by selecting an indent status, entering an invoice number, and then clicking the Submitbutton.

3. Click Accept beside the indent request you want to approve. Verify the indent request details.

4. Select the status of the indent request:

• Issued – You are approving the indent request.

• Rejected – You are rejecting the indent request.

5. If necessary, you can change the required quantity.

6. In the Issued Type field, select the issue type – Temporary or Permanent.

7. In you do not want to issue a particular item, click the ‘x’ icon.

8. Click the Save button.