Purchase Indent
Click on Create Indent:
Buyer & Shipping Details:
Buyer Details: Select the buyer organization details (company name and address).
Shipping Address: Select the address where the items should be delivered.
Primary Document Details:
Type: Select the type of indent (e.g., Product, Service).
Document Series: Choose the document series under which the indent will be recorded.
Title: Provide a title/subject for the purchase indent.
Delivery Date: Select the required delivery date for the items.
Items Section:
Item: Select the item/product to be procured.
Quantity: Enter the required quantity of the item.
UOM: Choose the unit of measurement.
HSN/SAC: Enter the HSN (Harmonized System Nomenclature) or SAC (Services Accounting Code), if applicable.
Store Quantity: Enter the quantity to be issued from store/warehouse.
Add Item: Click this button to add multiple items in the indent.
Additional Details:
Attachments: Upload supporting documents by clicking the upload area.
Terms & Conditions: Enter applicable terms and conditions for the purchase indent.
Comment: Add any remarks or special instructions related to the indent.
Attach Signature: Attach the authorized person’s signature, if required.
Actions:
Draft: Click on Draft to save the indent as a draft for later editing.
If the indent is in Draft, it can be updated.
Submit & Send: Once you click Submit & Send, the indent is finalized and sent.
View: Click on the View button to view indent details.
Print: Click on the Print button to print the indent.
Update:
Allowed only when the indent status is Draft.
Not allowed once the indent is in Submit & Send status.
Workflow Approval:
If Approval Workflow is enabled in setup, only the members assigned as approvers can approve the indent.
Other members without approval rights cannot approve the indent.
Cancellation:
Indents can be cancelled if they are no longer required.
If cancellation rules are enabled in setup, only authorized members can cancel the indent.
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