📄️ Items
Items are the foundation of your inventory management in ianaiERP. This guide will help you understand the various aspects of items and how to manage them effectively.
📄️ Inventory Adjustments
Inventory adjustments are used to increase or decrease item quantities and cost basis in ianaiERP to account for discrepancies between physical inventory and system records. These discrepancies may arise due to various reasons such as spoilage, theft, loss, or errors in receiving items.
📄️ Inventory Transfers
Inventory transfers in ianaiERP allow you to move items between locations or between bins within the same location. This feature is crucial for managing multi-location inventories and optimizing stock distribution.
📄️ Bill of Materials (BOM)
A Bill of Materials (BOM) in ianaiERP is a comprehensive list that specifies the components, quantities, and costs required to manufacture a finished product or assembly. It's an essential feature for businesses involved in manufacturing or assembly processes.
📄️ Builds
In ianaiERP, builds are used to manage the assembly of finished goods from raw materials or components. This feature is essential for businesses involved in manufacturing or assembly processes.
📄️ Vendors
In ianaiERP, vendors are the suppliers from whom you purchase goods and services. Maintaining accurate vendor records is crucial for efficient purchasing, accounts payable management, and supply chain operations.
📄️ Purchase Orders
A purchase order (PO) in ianaiERP is a formal document sent to a vendor to request goods or services. It outlines the items, quantities, agreed prices, and delivery terms. Purchase orders are crucial for maintaining accurate records and managing your supply chain effectively.
📄️ Item Receipts
Item Receipt is the process of recording the arrival of inventory items at your location or other locations. This crucial step ensures that your inventory records are accurate and up-to-date.
📄️ Customers
In ianaiERP, customers are the entities to whom you sell goods and services. Maintaining accurate customer records is essential for efficient sales operations, accounts receivable management, and customer relationship management.
📄️ Estimates
An estimate in ianaiERP is a quotation or offer to provide products or services to a customer at a specified price. Estimates are an optional but valuable step in the sales process, allowing you to propose terms to customers before finalizing a sale.
📄️ Sales Transactions
In ianaiERP, sales transactions are managed through a unified form that allows you to create Sales Orders, Invoices, and Sales Receipts. This flexible approach streamlines your sales process and adapts to various business scenarios.
📄️ Shipments
In ianaiERP, the Shipment feature allows you to manage and track the delivery of products to your customers. This comprehensive interface provides all the necessary information and tools to process shipments efficiently.
📄️ Returns
In ianaiERP, the returns process is managed through three interconnected forms: Return Merchandise Authorization (RMA), Restock, and Credit Memo. This comprehensive approach allows businesses to efficiently handle customer returns, manage inventory, and process refunds or credits.
📄️ Organizations
This document outlines the core organizational and reporting dimensions in ianaiERP. Each dimension helps you structure operations, manage financials, and analyze data at the appropriate level of detail.