Ready Solution - Inventory

[aepulzaini]

Hello dear community , this post will guide how to install and tutorial for ready solution : Inventory.

Installation.

1. Open your browser.

2. Go to https://inistate.com/

3. Click on ‘Try for free’ button in the top right corner.

   

4. Fill in your email OR ‘Continue with Google’ OR ‘Continue with Apple’.

   

5. Then, you will direct to ‘Setup a new workspace’ page.

6. You type asset management after the words ‘I want’.

7. Choose ‘Inventory’ from the ready solution.

   

8. Click ‘Build now’.

9. Input your workspace name. It can be your company name or anything.

10. Click ‘Create’.

11. Tadaa!! You have successfully installed the asset management-ready solution and are good to use now.

Guide.

Create New Invoice.

1. Choose Module ‘invoice’.

   

2. Click ‘+ New’.

3. Fill in the information needed.

4. Click ‘OK’ button at the right, bottom page to save the entry.

5. A ‘Successfully created’ pop up in a green box will temporarily appear at the top of the page.

Edit Invoice Entry.

1. Choose created invoice’s entry.

   

2. Click the 3-dot button.

3. Choose to edit, and you can edit the information.

4. Click ‘Ok’ button at the right, bottom page to save the entry.

Delivery Activity.

1. Choose an entry from pending delivery module.

   

2. Click “Delivery” activity.

3. Filled in details.

4. Click “Ok” to save and procced.

5. Change entry state from “upcoming” to “Pending Payment”.

Pay Activity

1. Choose an entry from Pending payment module.

   

2. Click “Pay: activity.

3. Filled in details.

4. Click “Ok” to save and procced.

5. From the details filled in the pay activity, the state will be change from “Pending payment” to either “Partially paid” or “Fully Paid”.

Print Activity

1. Select any entry that you want to print.

   

2. Click “Print” Activity.

3. View the preview of the template before printing.

4. Click “print” icon to start print.

5. Click “Download” icon to download.

Invoice in PDF

1. Select any entry in invoice module.

   

2. Click “Invoice” Activity.

3. Preview the template for the invoice.

4. Click “print” icon to start print PDF Invoice.

5. Click “Download” icon to download PDF invoice.

Commission Report

1. Choose any sub module or entry inside the invoice module.

   

2. Click “Commission Report” Activity.

3. Choose Month according to users need.

4. View the commission report in PDF format.

5. Click “print” icon to start print the PDF.

6. Click “Download” icon to download the PDF.

Commission Report (Price Different)

1. Choose any sub module inside the invoice module.

   

2. Click “Commission Report ( Price Different )” Activity.

3. Choose Month according to users need.

4. View the commission report ( Price Different) in PDF format.

5. Click “print” icon to start print the PDF.

6. Click “Download” icon to download the PDF.

Workflow

• invoice Module’s Workflow.