Getting Started – Verus One Inventory System

Getting Started – Inventory System

1.1 Login
 Enter admin credentials: username and password
 Click LOGIN button

System will redirect to admin panel after a successful login. A warning message will
display when the user enters invalid credentials

1.2 Settings
1.2.1 Add New User
 Go to Settings>Users tab
 Click add new user button
 Enter required fields for user details
 Click Save button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.2.2 Add New Customer Type

 Go to Settings>Customer Types
 Click Add New Customer Type button
 Enter Customer Type Name and Description
 Click Save button

1.2.3 Add New Customer

 Go to Settings>Customers
 Click Add New Customer
 Enter customer details (note that fields with asterisk (*) are
required)
 Click Create Customer button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.3 Purchasing
1.3.1 Add New Purchase Orders
 Go to Purchases>Purchase Orders
 Click Add New Purchase Order button
 Enter Supplier Name, Warehouse, Order Date, Reference number
 Add Merchandise Items, Enter quantity
 Click Create Purchase Order button

1.3.2 Receive Purchase Orders

 On Purchases>Purchase Orders, click Receive PO under Action
column of the Purchase order you wish to receive
 Enter Expiration Date (if necessary), Batch/Lot number, and quantity
to receive
 Click Receive Order button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.3.3 Create Manual Bill

 Go to Purchases>Bills
 Click Create New Bill button
 Enter Warehouse, Supplier, Accounts Payable, Payment Terms
 Add General Items, and amount
 Click Create Manual Bill Button

1.3.4 Create Credit Note

 Go to Purchases>Credit Notes
 Click Add New Credit Note
 Enter Supplier, Reference number, Memo
 Select Item Section, Item Name and Expiration Date, and quantity to
return
 Click Create Credit Note button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.3.5 Convert Order to Bill

 Go to Purchases>Receive Orders
 Click Convert To Bill button under the Action column the Order you
wish to convert
 Select Accounts Payable and Payment Term
 Enter quantities to bill for items in the Receive Order
 Click Create Bill Button

1.3.6 Apply Credit Note

 Go to Purchases>Credit Notes
 Click Apply button under Action column on the Credit Note you wish
to Apply
 Click on the Apply button beside the Return Amount field
 Check the Bill Number and enter the Amount Due for the desired Bill
you wish to pay
 Click Apply Credit Note Button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.4 Sales
1.4.1 Quotations
 Go to Sales>Quotations
 Click Add New Quotation button
 Select Warehouse, Customer, and Date
 Enter Quantity for items tagged with customer, remove items you
wish not to include in the quotation
 Click Save button

1.4.2 Convert Quotation to Sales Order

 Go to Sales>Quotations
 Approve the Quotation to be converted to Sales Order
 Click Convert to Sales Order button under Action column the
Quotation you wish to convert
 Review General and Merchandise Item Section for verifications
 Click Create Sales Order button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.4.3 Convert Sales Order to Sales Delivery

 Go to Sales>Sales Orders
 Click Convert to Sales Delivery button under Action column the Sales
Order you wish to convert
 General and Merchanise Item Sections for verification
 Click Create Sales Delivery button

1.4.4 Create Invoice

 Go to Sales>Sales Deliveries
 Click Pick Up Delivery Button under Action Column of the Sales
Delivery
 Click Generate Invoice under Action Column the Sales Delivery you
wish to generate
 Select Payment Terms, Debit and Credit Accounts, and Description
 Click Create Invoice button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.5 Inventory

1.5.1 Request Stocks

 Go to Inventory>Request Stocks
 Select requesting warehouse
 Add Merchandise Items and their corresponding Quantities
 Click Create Stock Request button

1.5.2 Transfer Stock Request

 Go to Inventory>Stock Requests
 Click on Transfer Stocks on the Stock Request you wish to Transfer
 Select Which warehouse to get stocks from and enter quantities of
stocks to transfer
 Click Transfer Stock Request button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.5.3 Create Gate Pass

 Go to Inventory>Transfer Stocks
 Click on Create Gate Pass on the Transfer Stock List you wish to
transfer
 Review General and Merchandise Items Section for verification
 Click Dispatch button

1.5.4 Receive Stocks

 Go to Inventory>Gate Pass
 Click on Receive button under Action column the Gate Pass you wish
to receive
 Enter quantities to receive for each item
 Click Receive Stock button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.5.5 Add New Stock Count

 Go to Inventory>Stock Counts, click Create New Stock Count
 Select Warehouse and enter Stock count date
 Search for Merchandise name and enter count quantity
 Click Add button, the count will reflect in the merchandise item
section
 Click Create Stock Count Button

1.5.6 Add New Inventory Worksheet

 Go to Inventory>Inventory Worksheet
 Click Add New Inventory Worksheet button
 Select Warehouse
 Enter Item Name, Batch/Lot Number, Expiration Date (if applicable),
and quantity
 Click Create Inventory Worksheet button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.5.7 Add New Stock Adjustment

 Go to Inventory>Stock Adjustments
 Click Add New Stock Adjustment button
 Select Warehouse, Account, and Reference
 Select Merchandise Item and corresponding quantity to adjust, click
Add
 Click Create Adjustment button

1.6 Items
1.6.1 Add New Merchandise Item
 Go to Items>Merchandise Items
 Click Add New Merchandise Item
 Enter Item Name, Description, Type, Conversion Settings, and
Financial Section
 Click Create Merchandise Item button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.7 Reports
1.7.1 Generate Sales Report by Sales Person
 Go to Reports>Sales
 Click View Report by Sales Person button
 Filter Date Range From and To
 Select Sales Person from dropdown
 Click Filter button

1.7.2 Generate Sales Report by Month

 Go to Reports>Sales
 Click View Report by Month button
 Select Month you wish to generate report
 Click Filter button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

1.7.3 Add New Expense Report

 Go to Reports>Expenses
 Click Add New Expense Report button
 Select Employee Name, Warehouse, Petty Cash Account, Cash
Advance Amount, Total Expense, Expense Account, Description, and
Amount
 Add rows if necessary
 Click Create Expense Report button

1.7.4 Approve Expense Report

 Go to Reports>Expenses
 On Expense Report List click Approve Expense Report on the Report
you wish to approve
 Review Accounts and Amounts for verifications and reject when
necessary
 Click Approve Expense Report button

Getting Started – Verus One Inventory System

 Getting Started – Verus One Inventory System

Verus One - Accounting Module

1.0 View Contacts

Getting Started – Verus One Inventory System