IN THIS ARTICLE

  • Issues: Overview
  • Video Guide: 
    • Enter an issue
  • Text Guide:
    • Navigate to the Enter issues tab
    • Enter an issue

Issues: Overview


When stock is dispensed from an entity, an issue transaction should be created. On performing an issue transaction, the current stock of the material will decrease.


  

NOTE:  Before issuing stock ensure that the current stock quantities on the application match physical stock quantities.


VIDEO GUIDE




TEXT GUIDE


Navigate to the Enter Issues tab

  1. Click on the 'Logistimo' logo to open the application
  2. Log in with the username and password

  3. Click on Inventory
  4. Click on Enter issues


Enter an issue

  1. Select a customer (name of the entity to whom you want to issue) from the list which appears on the screen
  2. Click on Skip button at the bottom of the page ONLY if the customer is not registered on the mobile app and is not appearing on the screen

  3. a. View the total number of materials across all categories next to the page title

    b. View the total number of materials within a category next to material tag name

    c. Select the material tag to view materials within that category


  4. a. Click on forward arrow button to view more materials. Only 10 materials are shown at a time

    b. View the current stock and the last updated time for each material. The quantity is color coded based on inventory status
     -     red: zero stock
     - black: normal stock
     -     orange: < min.
     -     purple: > max.
    c. Select a material by entering the name in the field and clicking on the material from the resulting list or alternatively, scroll through the material list and click on the material name


  5. View following details of the material: 

    a. Stock on hand: this is the total quantity of material at the entity (Available + Allocated)
    b. Min: the minimum quantity of material that should be stocked
    c. Max: the maximum quantity of material that should be stocked
    d. Allocated: how much quantity of the material is already allocated for use, and thus not available for transactions
    e. Available: the quantity of material available in stock (Stock on hand - Allocated)
    f. In transit: the quantity of material that has already been dispatched and is on the way to this entity
    g. Updated: the date and time stamp that shows when the information was last updated


  6. View quantity and Expiry date of the existing batches, that are available for issue, IF ANY. 

    a. Click on a batch to view 

    • Manufacturer

    • Manufactured date

    • Last updated timestamp

  7. Enter the quantities of each batch to be issued

    Note:

    a. The batches will be listed based on their expiry date. Earlier the expiry date, higher it will be in the list

    b.If quantity entered exceeds current stock, a message stating this along with current stock appears below the quantity field

    c.This step is applicable ONLY for materials which are batch managed

    d.For materials which are not batch managed, enter the quantity issued in Issues field, select material Status, Reason for transaction and click Save. Proceed to step 13


  8. Select the Status of the materials being issued


  9. Select the Reason for the materials being issued


  10. Click on Save to save the transaction or Cancel to quit

  11. If stock is issued from a batch that is expiring later than the rest, a warning pops up. Click Yes to continue with current allocation or No to go back and change allocation to an older batch

  12. View the transaction on the main screen and continue to create more issues

           Note: Multiple materials, batch and non-batch managed, can be issued in a single transaction

     13. Click on Send to confirm the transaction or Clear all to reset the values

           Note: Red flag next to the material tag indicates that some issues have been entered for materials under the category


     14. Review the transaction

     15.Click on Send now to submit the transaction or on Cancel to cancel transaction

16.A pop-up will display 'Inventory updated successfully' message. This indicates that the issue transaction is complete and the inventory is updated successfully. Click on OK to continue


NOTE: If the 'Inventory updated successfully' message is not displayed, then the issue transaction is not complete.