How to add items manually

Seamless Inventory Management: Add Items Manually

In the dynamic world of project management and procurement, not every item comes from a predefined list. That’s where the “Add Manually” feature in INTOAEC steps in to keep your inventory perfectly tailored to your needs. Whether it's a new product, a special order, or a custom item, you can effortlessly bring these into your inventory system with just a few clicks.

Adding Items Manually to Inventory

If you want to add items manually to a group in the inventory, follow the steps below:

Click on the “Add Items” Button
Navigate to the group’s inventory page and click on the “Add Items” button.

After clicking on "Add Items," select “Add Manually” from the options provided. This will open the “Add Manually” popup.

In the “Add Manually” popup, you need to enter the following mandatory details:

• Product Name: Enter the name of the product.

• Quantity: Enter the quantity of the product you want to add.

• Unit Cost: Enter the cost per unit for the product.

• Unit Type: Select the unit type from the dropdown.

Click on the “Add” Button
After filling in all the required fields, click on the “Add” button to add the item to the inventory. The item will now appear in the items table for that group.

The added items will appear in the group's items table, which displays:

• Item Name – The name of the product added.

• Source – The product’s source will be listed as “Added manually”.

• Ordered Quantity – The quantity of items ordered for the group.

• Received Quantity – Editable field to track the quantity received.

• Pending Quantity – Auto-calculated based on ordered and received quantities.

• Used Quantity – Editable field to track how much has been used.

• Damaged Quantity – Editable field to track any damages.

• Replaced Quantity – Editable field to track replacements.

• Unit Rate – The price per unit of the product.

• Total Rate – The total value based on ordered quantity × unit rate.

Manage the Added Items
Once added, you can perform various actions on the item. when you hover over an item, a three-dot menu (⋮) will appear at the end of the row. 

 Convert to Expense: Convert the item to an expense by selecting “Convert to Expense” from the three-dot menu.

     A Convert to Expense popup will appear, prompting you to enter the payment information.

In the popup, you’ll find a “Select Payment Type” dropdown menu. Choose one of the following options:

• Cash

• Cheque

• Bank Transfer

Once you've selected the payment type, click on the “Yes” button to confirm the conversion.

The item is now successfully converted to an expense and recorded in the system accordingly.  

Delete the Item: If the item is no longer needed, click “Delete” from the three-dot menu to remove it.

 A confirmation popup will appear asking if you’re sure you want to delete the line item.

Click Yes to confirm the deletion.