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Create an entry record

Note

You must have an account with the management role to execute the actions below.

This guide shows you how to create an entry record. If you're not familiar with what an entry record is, read concepts first.

Prerequisite

To create an entry record, there must be at least one product model with a main component in the system. If there isn't one, follow the steps in how to get system ready before continuing.

Steps

Step 1: Log in as manager

Navigate to the landing page and log in using your credentials.

Note

If you forgot your password, follow the steps in how to reset my password.

Landing page

Step 2: Navigate to /warehouse

Click the Warehouse button on the left-hand-side menu bar, then click the button New Entry Record in the header.

Warehouse page

Step 3: Click New Entry Record

You'll land on a page where you can enter details of the new entry record. First, fill in the General Info part.

New entry record form

Step 4: Input items details

Warning

You must have at least one item in the record before you submit.

Note

Items cannot be removed after creation, but you can edit them.

Click the + button above the item list to start filling in the details for each item.

Entry record item list

There are two types of items.

Pre-built items

If you check the pre-built toggle, the quantity will be fixed at 1, all you need to do is to enter the serial number of the pre-built machine.

Pre-built entry record item

Components

Select the product model and type in the quantity of the item.

Component entry record item

Click Submit button at the bottom when finished.

Step 5: Submit & Check

After submission, navigate back to /warehouse to check the changes. You can always click the refresh button above the table to get the latest data.

Warehouse page