Inventory

Administrative

Everything you need to know about the tools for managing learner, staff, and parent information as well as streamlining administrative operations.

Inventory

Written by BenIyke, Kunle O. Daramola

Updated 3 years ago

How to Add an Item Category

The following are steps to add an item category:

Step 1: Log in to the school portal and navigate to the Administrative section of the main menu
Step 2: Click Inventory (A sub-menu of Administrative)
Step 3: Click Category (A sub-menu of Inventory)
Step 4: Click the Add Category button at the top right corner
Step 5: Enter the name of the category
Step 6: Click Save

Click the Add More button to include more categories.

Note

Category is used to group all items under the inventory (E.g. Stationery could be used as an example of a category for items such as pens, pencils, notebooks, colour sticks, etc.)

How to Create an Item Subcategory

The following are the steps to create a subcategory:

Step 1: Navigate to the Administrative section of the main menu
Step 2: Click Inventory (A submenu of Administrative)
Step 3: Click Item Types (A submenu of Inventory)
Step 4: Click the ADD ITEM TYPE button in the top right corner
Step 5: Fill in the required field
Step 6: Click Save

Click the ADD MORE button to add more Item Types (or subcategories)

Note

Item Types allows a further grouping of items into neat subcategories. For example, pen which is an item under Stationery (a Category) can have other subgroups such as LEO SMART, LUCKY, BIC,etc.

How to Add an Item to the Inventory

The following are steps to add an item to the inventory:

Step 1: Log in to the school portal and navigate to the Administrative section of the main menu
Step 2: Click Inventory (a submenu of Administrative)
Step 3: Click Items (a submenu of Inventory)
Step 4: Click Add Items in the top right corner
Step 5: Fill in the required information
Step 6: Click Save
Step 7: On the newly added item, click the Manage Item button.
Step 8: Click the Top-up Item button in the top right corner.
Step 9: Enter the Unit Price, Selling Price, and the Quantity.
Step 10: Click Save

Click the Add More button to provide additional information about the item (i.e. description, item type, location)

How to Issue an Item

Below are the steps on how to issue an item.

Step 1: Navigate to the Administrative section of the main menu
Step 2: Click Inventory (A submenu of Administrative)
Step 3: Click Issue Item (A submenu of Inventory)
Step 4: Click the Issue Item button in the top right corner
Step 5: Fill in all the required fields. Select the item you want to issue, the quantity, and the student or staff you want to issue the item to. Write a brief note about the item.
Step 6: Click Save

How to Restock an Existing Item

Below are steps to restock an existing item:

Step 1: Log in to the school portal and navigate to the Administrative section of the main menu
Step 2: Click Inventory (A submenu of Administrative)
Step 3: Click Items (A submenu of Inventory).
Step 4: On the existing item of interest, click the Manage Item button.
Step 5: Click the Top-up Item button in the top right corner.
Step 6: Enter the new Unit Price, Selling Price, and Quantity.
Step 7: Click Save

How to Add a Vendor

The following are the steps to add a vendor or create a list of vendors:

Step 1: Log in to the school portal and navigate to the Administrative section of the main menu
Step 2: Click Inventory (A submenu of Administrative)
Step 3: Click Vendors on the Inventory submenu.
Step 4: Click the Add Vendor button in the top right corner
Step 5: Fill in the required information
Step 6: Click Save

Note

The vendor is an individual or an enterprise from which the items in the inventory are procured.

How to View an Inventory Report

The following are steps to view the report:

Step 1: Log in to the school portal and navigate to the Administrative section of the main menu
Step 2: Click Inventory (A sub-menu of Administrative)
Step 3: Click Report (A sub-menu of Inventory)
Step 4: On any item of interest, click the View Breakdown button to see the quantity of the item sold and the profit made

To view the report from a particular date, click the Switch Calendar button at the top right corner.

Note

The Dashboard gives an overview of comprehensive information of about inventory on the portal. On the dashboard, the following records can be viewed: Items. In Stock, Out of Stock, and Procurement.

Items give the total number of items under inventory
ï»¿In Stock gives a report on items that are available in the inventory
Out of Stock gives a report on items that are not available in the inventory
Procurement gives you the status report on inventory items

Was this article helpful?

Yes No

7 of 14 found this helpful.