Step 1: To create vendor follow the below steps
Step 2: In system admin access go to inventory–>under vendor details–>click on vendor creation
Step 3: Give the required information such as vendor, contact person etc., and click on save vendor will be created
Step 1: After assigning the store to branches we need to assign the stores to staff.
Step 2: Staff access level should be Store manager to proceed this step.
Step 3: After login, go to inventory–>under stores click on assign stores to staff.
Step 4: Select the required store and staff click on assign
Step 1: After creating the store need to map with the branches it can be single branch or multiple branches.
Step 2: Go to inventory–>under stores–>click on assign stores to branches
Step 3: To assign the store to select the created store, select the location, select the branches and click on assign.
Step 1: Login with system admin access—>go to inventory–>go to stores–>under stores–>select create stores
Step 2: Give the required information click on save. Store will be created
Step 1: To download Branch Stock report login with account/system admin access after login go to inventory.
Under reports select Branch Stock Report.
Step 2: Select the branch, category, subcategory, subcategory type and select the item click on get
Step 3: If you want to check the detail report of particular inventory item sale report click under student issues quantity.
Step 1: Click on Finance
Step 2: Click on AY Collections Report
Step 3: Select Academic year, Branch and click on Show Report
Block 1 will show the consolidated student strength depends on the latest status of the students provided with a hyperlink on the number which will show the students status individually. Click also available on heading (Students Count For Academic Year)
Block 2 will show the data of all academic years collected data in the selected academic year months provided with a hyperlink on the numbers which will show the data of student wise payment details including payment modes and fee account wise paid amount. Click also available on heading (Fee Collections for Financial Year)
Block 3 will show the data of Month wise fee collections with collection months, Payment mode wise monthly and Quarterly
Note: We have provided hyperlinks on numbers with data of the students for any justification you can click on the numbers and check the data.
We have also provided the reports which can be used for audit in Audit reports module in finance you can download the reports according to the requirement of auditors.
