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Stores & Budget

Admin hub for stores and budget modules: items, requisitions, POs, assets, stocktakes, and budget pages.

Who can use this​

  • ADMIN

Path​

/admin/stores-budget

Dependencies​

  • Store items/locations before movements.
  • Budget periods/lines before expenses/variance.

Screenshot​

Stores & Budget desktop

Stores & Budget mobile

Steps​

  1. Open Stores & Budget at /admin/stores-budget as ADMIN.

Stores & Budget step 1 desktop Desktop - focus for step 1 Stores & Budget step 1 mobile Mobile - focus for step 1

  1. Pick a stores link (dashboard, items, requisitions, suppliers, POs, assets, stocktakes) or budget link (dashboard, variance, periods).

Stores & Budget step 2 desktop Desktop - focus for step 2 Stores & Budget step 2 mobile Mobile - focus for step 2

  1. Complete setup order: items → locations → requisitions/POs → GRN/stocktake.

Stores & Budget step 3 desktop Desktop - focus for step 3 Stores & Budget step 3 mobile Mobile - focus for step 3

  1. For budget: periods → lines → expenses → variance.

Stores & Budget step 4 desktop Desktop - focus for step 4 Stores & Budget step 4 mobile Mobile - focus for step 4

  1. Teachers request materials from their portal - approve via requisitions.

Stores & Budget step 5 desktop Desktop - focus for step 5 Stores & Budget step 5 mobile Mobile - focus for step 5

Fields and actions​

  • Hub links: Stores dashboard, Store items, Requisitions, Suppliers, Purchase orders, Assets, Stocktakes, Budget dashboard, Budget variance, Budget periods

Common mistakes​

  • Opening variance before periods/lines exist
  • Approving POs for unknown SKUs