IMS TUTORIAL 10   – EMPLOYEE / TEMPLATE / REPORT MODULE

SCREEN 1 – EMPLOYEE MODULE

  • Click on the employee module and you will land on the dashboard.
  • You can view the details of the employees in the employee dashboard.
  • To add on the new employee information, click on the + sign on the upper right-hand side of the screen (encircled in yellow).

SCREEN 2

  • Once you click on the + sign you land on the create new employee.
  • Fill in the details like the employee’s name, username, employee id, phone number-mail id etc.
  • The department can be selected by choosing from the drop-down arrow (encircled in yellow).
  • After filling in the password one can assign the roles in for the employees.

SCREEN 3

  • One can assign the roles by ticking on the options as given in the screen.
  • Once done with assigning the roles select the save option given on the upper right side of the screen.

SCREEN 4 – TEMPLATE MODULE

  • We move on the template module, as you click on the module you land on the dashboard.
  • Select the + sign to create a new template.

SCREEN 5

  • As you land on the template dash board fill in the name of the template (encircled in yellow)
  • Later select the products in the product column.
  • Later click on save.

SCREEN 6

  • In the above format we can create the ordering template by selecting the option (encircled in yellow)
  • Select the template name, and then add the items in product column, fill in the quantity and later click on save button.

SCREEN 7 – REPORT MODULE

  • Under the report module all the reports of various modules are generated.
  • This includes the purchase, sales, stock, inventory, vendor and other related reports

SCREEN 8

  • Out of all the given reports the most important reports are the new balance sheet report.
  • Type new balance sheet report on the search report column on the top right side of the screen.
  • Select the location, starting date and the end date of the report, later click on the search button.
  • A detailed report is generated with all the details of the products.   

This brings us to the end of the IMS module -10 … Thank you.

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