Inward – List View
Navigation Path:
Billing Module → Inward
1.1 Purpose of Inward List View
Displays all inward transactions. Each entry includes:
- Invoice Number
- Transaction Type
- Amount
- Date
Purpose:
Provides a complete record of stock entries.
1.2 Search Bar
Used to quickly find inward transactions.
Shortcut: Ctrl + K
How to Use
- Enter the invoice number or reference.
1.3 Sort Function
Used to arrange inward records.
Available Options
- Invoice Date
- Transfer Date
- Updated Date
- Invoice Number
- Invoice Type
- Amount
Sort Order
- Ascending
- Descending
Purpose:
Helps organize and analyze records efficiently.
1.4 Filter Panel
It helps you find exactly what you’re looking for by filtering out unnecessary results.
Available Filters
- Item Name
- Amount
- Transfer Type
- Invoice Date
- Transfer Date
How to Use
- Open the Filter panel.
- Enter filter details.
- Click Submit.
- Click Reset to clear filters.
Inward Details View
This screen displays complete information for the selected inward transaction. It helps you review stock entries and verify transaction details.
When you click on an invoice, all related details will be displayed.
2.1 Inward Details
This section shows the basic transaction information.
Fields Available
- Invoice No: Unique invoice reference
- Group Type: Type of transaction (for example, Purchase)
- Date of Inward: Date when stock was added
- Date of Invoice: Invoice creation date
Purpose:
Helps identify and validate the transaction.
2.2 Item Details
This section shows all items included in the inward entry.
Columns Available
- Sr. No.: Item sequence number
- Item Name: Name of the product
- Warehouse Name: Warehouse where stock was added
- UOM: Unit of measurement
- Qty: Quantity received
- Rate: Item price per unit
- Amount: Total value of the item
Purpose:
Provides stock and financial breakdown.
2.3 Remarks
This section displays additional notes related to the transaction.
Purpose:
Used to store comments or special details.
2.4 Edit Button
Used to update the inward transaction.
Navigation Path:
Inventory Module → Inward → Click on + Edit
Common Use Cases
- Correct quantity
- Update rate
- Modify invoice details
2.5 Delete Option
Used to remove the inward transaction.
Important:
Deleting this entry will update stock levels.
Recommended Practice:
Allow deletion only to authorized users.