Storekeepers
Define stores and items
Inventory & purchasingRecord area · Inventory Reports
Inventory Reports
| Review scope | Relevant records |
|---|---|
| Source | Item records |
| Movement | Issue records |
| Output | Relevant report |
Filtered recordsExcel / Print
Source · Item recordsSample school record
- 01 · SourceItem records
- 02 · MovementIssue records
- 03 · OutputRelevant report
Which item and issue records do we need to review?
The storekeeper uses item and issue reports to review stock records and handovers.
01Item Report
Item & issue review
Use item report to review or prepare the recorded information from inventory reports. Item & issue review remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Source — Item records
- Movement — Issue records
- Output — Relevant report
For storekeepers
A reviewable record of items and their issues.
Inventory & purchasingRecord area · Inventory Reports
Item Report
| Review scope | Relevant records |
|---|---|
| Source | Item records |
| Movement | Issue records |
| Output | Relevant report |
Filtered recordsExcel / Print
Source · Item recordsSample school record
02Issue Report
Item & issue review
Use issue report to review or prepare the recorded information from inventory reports. Item & issue review remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Source — Item records
- Movement — Issue records
- Output — Relevant report
For storekeepers
A reviewable record of items and their issues.
Inventory & purchasingRecord area · Inventory Reports
Issue Report
| Review scope | Relevant records |
|---|---|
| Source | Item records |
| Movement | Issue records |
| Output | Relevant report |
Filtered recordsExcel / Print
Source · Item recordsSample school record
Connected school responsibilities
Follow school resources from receipt to handover.
Connect store and item references with purchasing, receipt and issue records for a more traceable resource workflow.
Purchasing teams
Purchase and receive stock
School administrators
Issue, return and review
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does inventory reports cover?
Review item and issue records through reporting. Its documented capabilities include Item Report, Issue Report.
Who benefits from this workflow?
Storekeepers, Purchasing teams, School administrators. A reviewable record of items and their issues.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.