Thank you for contacting Edu Expression. Our normal working hours are 10:30AM to 6:30PM Monday to Friday (GMT +5:30) .

Okay
  Print

HOW TO MANAGE EXPENSE & INVENTORY ?

To manage expense and inventory, follow the below steps:-

  • Login to admin panel
  • Go to Expense/Inventory

There will be the list of 4 tabs appear as follows :

(1). Category :- Click here to manage the different category of expense and inventory, it will navigate you to the new page titled 'Category' which is as follows :

(a) Add New Category :- Click here to Add a New Category , Enter the required field as follow:-

  • Category Name :- Enter the name of the category 

After Entering all the details Click on ‘Save’ button.

(b) Edit :-  Click here to edit any existing Category details. It will navigate you to the other page, titled ‘Edit Categories’. Edit details as follow:-

  • Category Name :- Enter the name of the category
  • Status :- Select the status of the category whether it will be active or not

Edit the existing details and Click on ‘Update’ button.

(c) Delete :-  Select desired Category to delete & Click OK to delete.


(2). Vendor/Staff :- Click here to manage the vendors/staff, it will navigate you to the new page titled 'Vendors/Staff' which is as follows :

(a) Add New Vendors/Staff :- Click here to Add a New Vendor/Staff , Enter the required field as follow:-

  • Agency :- Select the agency
  • Name :- Enter the name of the Vendor/Staff
  • Address :- Enter the complete Address
  • Contact :- Enter the contact number
  • License No :- Enter the License Number of the Vendor/Staff

After Entering all the details Click on ‘Save’ button.

(b) Edit :-  Click here to edit any existing vendor/staff details. It will navigate you to the other page, titled ‘Edit Properties’. Edit details as follow:-

Edit the existing Vendor/Staff details and Click on ‘Update’ button.

(c) Delete :- Select desired Vendor/Staff to delete & Click OK to delete.


(3). Expenses :- Click here to manage the Expenses, it will navigate you to the new page titled 'Expenses' which is as follows :

(a) Add New Expense :- Click here to Add  New Expense, Enter the required field as follow:-

  • Agency :- Select the name of the agency
  • Category Name :- Select the category in which expense lies
  • Vendor/Staff Name :- Select the name of the vendor/staff
  • Invoice Number :- Enter the invoice number 
  • Invoice Date :-  Enter the date of invoice
  • Invoice Amount :- Enter the invoice amount
  • Remark :- Enter the remark if any

After Entering all the details Click on ‘Save’ button.

(b) Edit :-  Click here to edit any existing Expense. It will navigate you to the other page, titled ‘Edit Expenses’. Edit details as follow:-

Edit the existing expense details and Click on ‘Update’ button.

(c) Print :- Click here to get the print 


(4). Inventory :- Click here to manage the Inventory, it will navigate you to the new page titled 'Inventories' which is as follows :

(a) Add New Inventory :- Click here to Add  New Inventory, Enter the required field as follow:-

  • Agency :- Select the name of the agency from the drop down list
  • Category Name :- Select the name of the Category from the drop down list
  • Vendor/Staff Name :- Select the name of the vendor/staff from the drop down list
  • Invoice No :- Enter the invoice number
  • Invoice Date :- Choose the invoice date
  • Quantity :- Mention the quantity
  • Remarks :- Enter the remarks if any

After Entering all the details Click on ‘Save’ button.

(b) Edit :-  Click here to edit any existing Inventory details. It will navigate you to the other page, titled ‘Edit Inventories’. Edit details as follow:-

Edit the existing Inventory details and Click on ‘Update’ button.

(c) Print :- Click here to get the print