Embedded Files
This process handles the issuance of items to projects or departments, either from newly received stock, beginning balances, or non-inventory items.
Issuance of Received Item(s)
Issuance of Received Item(s)
Step 1: New Entry
Step 1: New Entry
Go to the side menu and click 3. Inventory.
Click 3.2 Issuance
Click New Record
Step 2: Search and Select Item
Step 2: Search and Select Item
Select the Department.
In the Item Issuance Search bar, enter the item keywords.
From the filtered search results, double‑click the desired item.
Step 3: Set Quantity and Finalize
Step 3: Set Quantity and Finalize
Input the Issuance Description and quantity to be issued. (Refer to the remaining quantity to avoid exceeding available stock.)
Click Submit to finalize the issuance.
A confirmation message will appear.
Click Yes to confirm issuance of the item.
Step 4: Save Entry
Step 4: Save Entry
Click Save to store the record.
Issuance of Non-Inventory/Beginning Inventory Item(s)
Issuance of Non-Inventory/Beginning Inventory Item(s)
Step 1: Search and Select Item
Step 1: Search and Select Item
Click New Record
Select the Project and Department.
Tick the Non‑Inventory or Beginning Inventory checkbox to filter the list of items in the search table.
In the Item Issuance Search bar, enter the item keywords.
From the filtered search results, double‑click the desired item.
Step 2: Set Quantity and Finalize
Step 2: Set Quantity and Finalize
Input the quantity to be issued.
Press enter to finalize the issuance.
Step 3: Save Entry
Step 3: Save Entry
Click Save to store the record.
Print and Export Issuance Form
Print and Export Issuance Form
Step 1: Select Item
Step 1: Select Item
Select an issuance transaction you want to view or print.
Click View/Print.
Step 2: Print and Export Form
Step 2: Print and Export Form
Click Print to generate a printed copy of the report.
Click Convert, then select the desired file format (PDF or Excel) to export the report.
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