Guide to Use Order and Inventory Management

App Overview

Imagine a small trading company is looking for a great system. It will handle sales, purchasing, and inventory to boost efficiency. Upon integrating our system, you can achieve the following scenarios:

This is how Order & Inventory Management works:

Using the App

Basic Data

Add new warehouses

In Jodoo Order & Inventory, you can add multiple warehouses which represents the physical storage buildings where you keep stock.

Add new products

Products are either goods that you purchase from your suppliers and sell to your customers, or, services that you provide for which you get paid. You can add these products with ease and manage their inventory.

Before adding products, you need to set up product categories.

To add a new product category:

Then we can add a new product:

View product list

Customers

Create new customers

As customers are important to any business, it is essential to save their contact information to create transactions quickly and do business efficiently in the long term. The Customer module in Jodoo Order & Inventory is where you save the details of your customers. You can save the details of your customers such as name, email address, phone numbers, billing and shipping addresses and other details in this module.

To add a new customer:

Add customer tracking records

This section allows you and the users of your organization to add internal comments or event details about a customer.

To add a new customer tracking record:

View customer dashboard

The dashboard shows customer data. It includes the RFM model, customer count, distribution, and recent sales follow-up activities, and other metrics.

Sales Orders

Create new sales orders

A sales order details the exact quantity, price and delivery details of the products or services being sold.

To create a sales order:

Review sales orders

Upon submission of a sales order, the department supervisor will receive a notification for approval. Upon completion of the review, the initiator will be notified accordingly.

To review a sales order:

For a detailed explanation on workflow, refer to this help document.

Print sales orders

You can print or download the sales order as a pdf document.

To print a sales order:

For a detailed explanation on print templates, refer to this help document.

Sales Shipments

Create new shipments

Shipments refer to the process of fulfilling and dispatching orders after they have been placed in the sales order system. It involves packaging, labeling, and sending the ordered items to customers.

To create a new shipment order on PC:

To create a new shipment order on mobile phone:

Warehouse Confirm

Upon submission of a shipment order, the warehouse manager will receive a notification and confirm the shipment time and take photos.

To confirm a shipment order for warehouse managers:

For a detailed explanation on workflow, refer to this help document.

Receiving Confirm

After the customer confirms receipt, you can update the status of the shipment order.

To confirm receipt of a shipment order:

Print sales shipments

You can print or download the shipment order as a pdf document.

To print a shipment order:

For a detailed explanation on print templates, refer to this help document.

Sales Product Return

Create product return requests

The sales return process manages customer requests to return purchased items, including verification, inspection, and initiating refunds or exchanges as needed.

To create a new product return request:

Review product return requests

Upon submission of a product return request, the department supervisor will receive a notification for approval.

To review a product return request:

For a detailed explanation on workflow, refer to this help document.

Receiving Confirm

After we confirms receipt, you can update the status of the product return request.

To confirm receipt of a product return request:

Sales Product Exchange

Create product exchange requests

The exchange process allows customers to exchange defective items for new ones. It includes validating requests, inspecting returned goods, and issuing new items.

To create an exchange request:

Review product exchange requests

Upon submission of a product exchange request, the department supervisor will receive a notification for approval.

To review a product exchange request:

For a detailed explanation on workflow, refer to this help document.

Receiving Confirm

After receiving the defective items, you can update the status of the product exchange request.

To confirm receipt of a product exchange request:

Outbound Confirm

To confirm outbound of a product exchange request:

Suppliers

Create new suppliers

The supplier module in Jodoo Order & Inventory is where you save the details of your suppliers. You can save the details of your suppliers such as name, address, phone numbers, term of partnership and certifications in this module.

To add a new supplier:

Add product prices

A price list is a document detailing the prices of goods or services provided by the supplier. It typically includes information such as product names, unit prices, and discounts.

To add a new price for the product provided by the supplier:

View supplier dashboard

The dashboard shows supplier information. It includes the price list, purchase cost and supplier list.

Purchase Orders

Create new purchases orders

A purchase order is an official document that you issue to your suppliers, indicating relevant information about what you want to buy, the quantity, the price agreed for that particular product or service.

To create a purchase order:

Review purchase orders

Upon submission of a purchase order, the department supervisor will receive a notification for approval. Upon completion of the review, the initiator will be notified accordingly.

To review a purchase order:

For a detailed explanation on workflow, refer to this help document.

Print purchase orders

You can print or download the purchase order as a pdf document.

To print a purchase order:

For a detailed explanation on print templates, refer to this help document.

Purchase Receipt

Create purchase receipts

A Purchase Receipt is a document confirming the arrival of purchased goods or services. It involves verifying the received items against the purchase order, documenting essential details, updating the system for accurate record-keeping.

To add a purchase receipt:

Purchased Product Return

Create product return requests

When the received goods are defective and need to be returned, you can operate in this module.

To add a product return request**:**

Other Receiving

Create other receiving forms

Besides purchase receiving, all the receiving processes need to be recorded in this module.

To add a receiving form:

Other Outbound Delivery

Create other outbound delivery forms

Besides sales outbound delivery, all the outbound processes need to be recorded in this module.

To add a outbound delivery form:

Inventory Transfer Orders

Create new transfer orders

A transfer order is the process of moving inventory from one place to another in a business. It involves the smooth movement of goods between warehouses or departments. This optimizes stock levels and boosts operational efficiency.

To create a new transfer order:

Shipping Confirmation

Upon submission of a transfer order, the department supervisor will receive a notification for approval.

To confirm the shipment of a transfer order:

For a detailed explanation on workflow, refer to this help document.

Receiving Confirmation

Upon submission of a transfer order, the department supervisor will receive a notification for approval.

To confirm the receipt of a transfer order:

Inventory Stocktaking

Create stocktaking forms

Stocktaking is the systematic process of physically verifying items. It is also about recording their quantity in a company's inventory. It ensures accuracy in stock levels and identifies discrepancies. This provides a reliable basis for effective inventory management.

To add a stocktaking form:

Financial Receipts

Create financial receipts

A financial receipt is a document confirming that a customer has made a payment. It include s the payment date, amount, and the items or services covered by the payment. It serves as a record for both the business and the customer.

You can record each payment made by the customer for sales orders here.

To add a financial receipt:

Financial Payments

Create financial payments

A financial payment is a record detailing a financial transaction, including the payment date, amount, and purpose. It is essential for accurate financial documentation.

You can record each payment made to suppliers for purchase orders here.

To add a financial payment: