Blog 3
IMS TUTORIAL 1   – INTORDUCTION TO DASHBOARD Tutorial 1 is an introduction to the SupplyNote IMS dashboard and a brief explanation of its unique features. Link to video and transcript – click here IMS TUTORIAL 2   – PURCHASE ORDER FOR AN EXTERNAL VENDOR Tutorial 2 is a workflow of the
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SCREEN 1 – SERVICE MODULE Click on the service module (encircled in yellow) Later to add an service click on the + sign  (encircled in green) SCREEN 2 As the new window opens fill in the type of service in the service name (in this case mintainence service). Fill in
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SCREEN 1 To make a sales order first click on the sales module (encircled in green) Later click on the create sales order (encircled in yellow) SCREEN 2 Fill in the customer name in case of sale or the outlet name in case of the transfer order in the buyers
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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
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SCREEN 1 On the SupplyNote dashboard select the Recipe module (encircled in yellow). Select the add recipes button (encircled in green). SCREEN 2 As you land on the new recipe dashboard add in the name of the recipe. Fill in the recipe code and id if any. In the type
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SCREEN 1 Click on the inventory module (encircled in yellow) Later click on the inventory overview (encircled in green) SCREEN 2 In the inventory overview we can see the physical stock, estimated sales and estimated stock (encircled in yellow). Similarly, one can check the out-of-stock items and in stock items
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SCREEN 1 To create a batch click on the product section (encircled in yellow) SCREEN 2 To create a batch click on the status. (encircled in yellow)   In the serch section type the name of the product which you have to create a batch (encircled in green). Select the
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SCREEN 1 Click on the Smart Cart option on the upper left side of the screen (encircled in yellow) As you land on the smart cart dashboard enter the quantity of each item (encircled in green) SCREEN 2 Vendors are selected by the system by default but the same can
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SCREEN 1 Once you log into the SupplyNote, from the dashboard, click the sales module (encircled in yellow) Later click on the create sales order (encircled in blue). SCREEN 2 Once you open the sales order fill in the details given in the spaces. Buyer’s/ customers name need to be
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SCREEN 1 Once you log into the SupplyNote and from the dashboard, click on the product module (encircled in yellow) To add a product, click on the “+” sign on the upper right side of the screen (Encircled in red). SCREEN 2 In the item, column fill in the product
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