Indent

Indent creation is the first step of the tendering process. By the Indent, the department analyzes the need for services/goods and cost estimation. A department user with the privilege to create a new Indent can create it and send it to the authorized person in the department for approval. It has the following steps to be done. 

a. Indent Request 

b. Indent Approval 

c. Indent Issue 

d. Indent Receive 

  1. Indent request: An indent is an official order or a requisition for medicine and supplies. The employee acquires the equipment and supplies based on the need, estimation availability and budget. The request can be made from inter-departments inside the hospital. 
  • Click the “Indent Item Request” button to direct to the “Add Indent Item Request” page. 
  • The “Indent Date”, will be automatically loaded. 
  • Select the “Requested By” name from the list and select the “Requestor Department”. 
  • Item Name: In the “Add Item” section, select the item or product from the “Search item” field. 
  • Priority: Select the priority of the item. 
  • Request Quantity: Enter the Quantity of the item which is needed. 
  • Add: Click the add button to add the items entered in the list below. 
  • Cancel and Reset: Click the “Cancel” button to cancel the request and return to the previous page. Click on the “Reset” button to delete the entered details. 
  • Save: On clicking the save button, the request will be saved, and the request status will be set as “New.” The user can edit and make changes to the request and update. 
  • Send Request: On clicking the send request button, the requested medicine will be sent for approval, and the request status will be changed to “Waiting for approval”. 
  • The requested list will be displayed on the “Indent Request” screen. 
  • The request can be edited and printed using the “Edit” and “Print” options. 
  • The Indent Request available can be searched by the from and to date or PeriodPeriod. 

Screenshot:  

13.A.16 – Inventory – Indent- Indent Request – Add Indent Request 

13.A.17 – Inventory – Indent- Indent Item Request List 

b. Indent Approval: The approval of the Indent requested will be done from the side that will send the requested products. The employees who receive the request approve it according to availability and timing. The sender department 

 will do the approval.  

  •  The current request will be shown with a “Go to Approve” button on the right side of the notifications panel. Click on the button to go to the Approval page or select the edit icon of the Indent Approval page. 
  • The “edit Indent Approval” page will be loaded. The page will automatically be loaded with the available indent details. 
  • Select the “Approved By” name from the field. 
  • The approver must enter the Quantity according to availability and click the “Approve” button to Approve the Indent. 
  • Once approved, the status of the Indent will be changed to “Approved”, and the “Go to Issue” icon will be enabled. 
  • The approved Indent will be shown as a list in the “Indent Item Approval” screen. 
  • Clicking the “Go to Issue” icon from the list or notifications panel leads to the “Add Indent Issue” page. 
  • The Indent Approval list available can be searched by the from and to date or PeriodPeriod. 

Screenshot: 

13.A.18 – Inventory – Indent- Approval-Edit Indent Approval page 

13.A.19 – Inventory – Indent- Approval-Edit Indent Approval page 

c. Indent Issue: The indent issue will be done by the sender. The product or item will be issued from the stock and sent to the requestor. 

  • Click on the “Go to Issue” icon to load the “Add Indent Issue” page. 
  • The issuer will enter the issued Quantity on this page according to the available stock. 
  • After entering the “Issued By” name from the drop-down list, reference number status, and warehouse name, click the “Save” button to complete the Indent Issue. 
  • The Issued entries will be shown in a list in the “Indent Issue” screen. The indent issue list can be edited and printed individually using the available icons. 
  • The Indent Issue list available can be searched by the from and to date or PeriodPeriod. 

Screenshot: 

13.A.20 – Inventory – Indent- Add Indent Issue page 

13.A.21 – Inventory Indent- Indent Issue List 

d. Indent Receive: The Indent requested after issuance must be received from the requestor. After receiving the product or medicine will be decreased in the stock list. 

  • Click on the “Go To Receive” icon in the notifications panel. 
  • Enter the Quantity of the product received in the Received quantity field. 
  • Other details will be automatically loaded. Select the “Received by” name from the list and click on save to complete the Indent process. 
  • The Indent Receive list will be shown on the “Indent Receive” screen. 
  • The Indent Receive list available can be searched by the from and to date or PeriodPeriod. And viewed and printed using the available icons. 

13.A.22 – Inventory Indent – Add Indent Receive page 

13.A.23 – Inventory Indent –  Indent Receive a list 

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