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Version: 1.95

Material Issue

A Material Issue means giving materials from the inventory to a customer or for internal use. It helps track what is going out and keeps stock and cost records accurate.

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To access the Material Issue, go to: > Home > Application > Inventory > Operations > Material Issue

How can I get Benefit ?​

  • Track Issued Materials: Maintain records of all issued materials along with customer details.
  • Control Inventory Levels: Automatic deduction of issued stock ensures real-time stock accuracy.
  • Efficient Documentation: Generate a unique document number with reference notes and tags for audit and traceability.
  • Custom Issuance Per Customer: Issue materials specific to each customer with tax and pricing details.

Properties​

Primary Properties​

PropertyDescription
Document DateAuto-filled with the current system date
Document NoAuto-generated unique material issue number
CustomerSelect the customer from the dropdown
Scan TagScan or Enter the tag no in this field
Reference NoEnter a reference number if applicable
QuantityHere, You can enter the Quantity value
NotesYou can write additional info

Status of a Material Issue​

  • Draft : This status indicates, that a material issue has been created and is yet to be Authorised.
  • Authorised : This status indicates, that a material issue has been created and is Authorised.
  • Cancelled : This indicates that your material issue has been cancelled.

Create New Material Issue​

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  • Go to Material Issue and click Add New

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  • Select the Customer from the dropdown or you can add a new Customer by clicking on the + New Customer option.
  • To View the customer details, click on the View Customer Details link.
  • Scan the Tag or Enter the tag no in the scan tag field.
  • Enter the Quantity in the quantity field for bulk product.
  • Click on each product row (or pencil icon) to modify quantity if necessary.
  • Enter Reference No and Notes if needed.
  • Click on Save as Draft to keep it editable.
  • Click Save & Authorise to authorise and issue the material.

Edit Material Issue​

  • Go to the Material Issue list, Select the preferred material issue and click on Edit.
  • You will be directed to a Edit material issue page.

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  • Update all the necessary changes.
  • Click the Save as Draft or Save as Authorised button to update your changes.
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Only Material Issue in Draft status can be edited.

Delete Material Issue​

  • Go to the Material Issue list, Select the preferred material issue and click on Edit.
  • You will be directed to a Edit material issue page.

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  • Click the Cancel button to Cancel that material issue.
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Only Material Issues in Draft status can be cancelled. Upon cancellation, the issued stock is automatically updated back into inventory.

See Also​