Create Advice for Inventory Transactions in Zwing
Zwing enables seamless inventory management with transactions like Goods Receipt Note (GRN) from suppliers or manufacturing hubs, Replenishment or Goods Transfer Requests (GTR) from another stores or suppliers, Goods Movement within stores, and Returns to Suppliers. Users can create advice to initiate and execute these operations efficiently.
You can create advice based on the required transaction.
This guide walks you through creating advice for the required inventory transaction.
- 1 Create Advice for GRN (Goods Receipt Note)
- 2 Create Advice for Repleinshment Request (GTR)
- 3 Create Advice for Goods Transfer to Store
- 4 Create Advice for Repleinshment Request (Store to Store)
- 5 Create Advice for Good Transfer to Supplier
- 6 Add Product to the Advcie
- 7 Add Serial Product to Advice
- 8 Add Batch Product to Advice
- 9 Save Advice as Draft
- 10 Save Advice to Complete Advice
- 11 Advice Void
Create Advice for GRN (Goods Receipt Note)
To precure the inventory from Supplier/ Manufecturing Hub, you can create advice for GRN.
From the sidebar menu, go to Inventory → Advice to view all already created advices. You can create new advice by clicking on + New Advice.
If an advice is created through an integrated system via API, it will also be available in the advice list.
Once you click on +New Advice, you will be redirected to a page where you can create a new advice.
In the Advice Type dropdown, you will find options to create different types of advice. To create a GRN advice, select Goods Receipt (GRN) from the list.
You can add the Reference Advice Number if applicable.
Select the supplier from the supplier dropdown and choose the destination store where you want to procure the inventory.
You can add a remark if needed.
You can attach up to five files, including PDFs, spreadsheets, or images.
Create Advice for Repleinshment Request (GTR)
You can raise Repleinshment Request (GTR) from your supplier/ manufecturing hub.
To raise this request, select Replenishment Request (GTR) and choose Supplier → Store from the advice type dropdown.
Fill in the required details, including Source Supplier and Destination Store. You can also optionally add a Reference Advice Number, Remark, and attach files.
Add the required products for procurement and click here to add them. Once added, proceed to save the advice..
Create Advice for Goods Transfer to Store
You can create an advice to transfer inventory between stores by selecting the Goods Transfer to Store advice type.
To raise this request, select Goods Transfer to Store and choose Store → Store from the advice type dropdown.
Fill in the required details, including Source Store and Destination Store. You can also optionally add a Reference Advice Number, Remark, and attach files.
Add the required products for procurement and click here to add them. Once added, proceed to save the advice.
Create Advice for Repleinshment Request (Store to Store)
You can raise repleinshment request from another store to your store.
To raise this request, select Replenishment Request and choose Store → Store from the advice type dropdown.
Fill in the required details, including Source Supplier and Destination Store. You can also optionally add a Reference Advice Number, Remark, and attach files.
Add the required products for procurement and click here to add them. Once added, proceed to save the advice..
Create Advice for Good Transfer to Supplier
You can create a advice to transfer the inventory back to supplier / HO.
To create this request, select Goods Transfer to Supplier and choose Store → Supplier from the advice type dropdown.
Fill in the required details, including Source Supplier and Destination Store. You can also optionally add a Reference Advice Number, Remark, and attach files.
Add the required products for procurement and click here to add them. Once added, proceed to save the advice.
Add Product to the Advcie
Once you have filled in the header-level details, you can add the products to be procured.
You can add a product by scanning its barcode or searching for it by name.
You can also add products by importing them directly via a CSV file.
Add Serial Product to Advice
Zwing supports multiple product tracking methods, allowing you to add products to the advice with serial-level tracking.
Scan or search the product with serial level tracking.
After selecting a product with serial-level tracking, a sidecart will appear, allowing you to add serials for the selected product.
You can choose to +Create New Serial, +Add Existing Serial, or +Add Quantity Without Serial for the selected product.
Create New Serial Number for Product
Click on +Create New Serial and enter the required details to generate a new serial.
Save the entered details and your newly created Serial Number will be available in the List.
Click on update to add this serial number in the advice.
Add Existing Serial Numbers for Product
Click on +Add Existing Serial and select the serial numbers you want to add.
Click on Add Selected to add the products to the advice. Once done, the selected serial numbers will automatically be assigned to the respective product in the advice.
Add Quantity of product to Advice without Serial Number
If you want to add quantity for the selected product without assigning new or existing serials, you can do so without attaching any serial numbers.
Click on +Quantity Without Serial, add the quantity to be precured against the selected product.
Click Save to add the product and its procurement quantity to the advice.
Add Batch Product to Advice
Zwing supports multiple product tracking methods, enabling you to add products to the advice with batch-level tracking.
Scan or Search: Locate the product with batch-level tracking.
Select the Product: After selecting a batch-tracked product, a sidecart will appear.
Add Batch Details: Enter the batch information for the selected product.
You can choose to +Create New Batch, +Add Existing Batch, or +Add Quantity Without Batch for the selected product.
Create New Batch Number for Product
Click on +Create New Batch and enter the required details to generate a new batch.
Save the entered details and your newly created Batch Number will be available in the List.
Click on update to add this serial number in the advice.
Add Existing Batch Numbers for Product
Click on +Add Existing Batch and select the batch numbers you want to add.
Click on Add Selected to add the products to the advice. Once done, the selected batch numbers will automatically be assigned to the respective product in the advice. You can add the quantity for the selected batch number as well.
Add Quantity of Product to Advice without Batch Number
If you want to add quantity for the selected product without assigning new or existing serials, you can do so without attaching any batch number.
Click on +Quantity Without batch, add the quantity to be precured against the selected product.
Click Save to add the product and its procurement quantity to the advice.
Save Advice as Draft
You can save the advice as a draft, which can be modified later.
Click on Continue, and you will be redirected to the Advice Review page, where you can save the advice as a draft.
Once you save the advice as a draft, it will be stored with the status marked as Draft.
Click on the available options to discard, modify, or save the drafted advice and complete the process.
Save Advice to Complete Advice
Once you have filled in all the details related to the advice and the products to be procured, you can save the advice to complete the generation process.
Click on Continue to proceed with saving the advice.
You can discard the advice by clicking on Discard, which will remove all the added details.
Once you click Continue, you will be redirected to a page where you can review the advice, save it as a draft, or click Modify to make changes.
Click on Confirm and Publish to save the advice and complete the advice generation process.
Your advice will be saved, and you will be redirected to the Advice Summary page, where you can review the final details.
Success! Your advice has been successfully generated and saved. You can review the details on the Advice Summary page.
Advice Void
If there’s any issue or mistake in generated advice, you can void the saved advice.
Go to the Advice Summary page, click on the top-right corner options, and select Void Advice.
Click on Void Advice, enter the reason, add remarks, and provide the void code.
Confirm the voiding of the advice by clicking Confirm Void, and the advice will be voided automatically.
The advice will remain in the Advice list with a Void status.
By following these steps, you can efficiently create various types of advice, add products, save them, and void advice when necessary. This ensures a smooth and streamlined advice management process.