Documentation

To Create an Issue

To Create an Issue

  1. Click Issues on the navigation bar
  2. Click the Add Issue button  and the Create Issue Order page is displayed:
    • Search for items by SKU, by Description or by item code
    • Add items to the Issue cart
    • Remove items from the Issue cart
  3. Once completed, click the Issue button and the Edit Issue page is displayed:
    1. Select Issue Date
    2. Enter a Reference Number
    3. Select a Cost Centre
    4. Add a note (if needed)
    5. Enter Issue Quantities
    6. Update button to save
    7. Close button to cancel the Issue
    • Authorize Issues (based on permissions)
    • Deauthorize Issues (based on permissions)
    • Process button to process the Issue (based on permissions)
    • Actions button to Create new items on the fly (if required)
    • Actions button to Create new cost centers on the fly (if required)
    • Actions button to Add items to the Issue (if required)
    • Actions button to Re-add missing item locations to the Issue (if required)
    • Actions button to Remove items from the Issue (if required)
    • Actions button to Copy Items to Issue List (if required)
    • Actions button to Duplicate Issue (if required)
    • Actions button to Export Issue as PDF (if required)
    • Actions button to Revert Issue (if required)

Note: The Process button for Issues would only be displayed when the Issue has been authorized and all items on the Issue has enough stock on hand in selected location.

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