Folks Inventory ERP — Exercise Workbook

How each lab works

Every lab carries a skill level, a time estimate, a goal, and a cross-reference to the manual chapter that explains the concept. Steps are colour-coded so you always know what kind of action you're taking:

• Open the app and sign in with superadmin / superadmin.
• You land on the Command Center; the sidebar shows the eleven modules.
• Expand each module in the sidebar and note which pillar it belongs to (Workspace, Warehouse, Trade, Assets, Finance, Administration).
• Record the six KPI values on the dashboard — you'll watch them change as you work.
• Which two modules render as solo links (no sub-menu)?

• Store Type — add Warehouse and Retail.
• Store Location — add Riyadh — HQ and Jeddah.
• Store — create HQ Main Store (Warehouse / Riyadh, purchase allowed) and Branch 2 Café (Retail / Jeddah).
• Both appear with auto codes STR0001 / STR0002 and an Active badge.
• Record both store codes.
• Why must HQ Main have "purchase allowed" but the branch need not?

• Lookups — add an Item Category (Bakery, Beverage), a Brand and a Grade.
• Store Item — create five items: Bread Loaf, Coffee Beans 1kg, Paper Cups, Cappuccino Mix, Water 500ml. Give each a unit and a reorder level.
• Set Coffee Beans reorder level to 8 — you'll trip the low-stock alert later.
• All five list with zero on-hand — items exist but hold no stock yet.
• Why is every item's on-hand zero immediately after creation?

• Store Entry at HQ Main — post opening quantities: Bread Loaf 40, Coffee Beans 20, Cappuccino Mix 30, Water 50.
• Each entry posts a positive movement and the on-hand jumps immediately.
• Leave Paper Cups at zero on purpose — it'll show as Out.
• Could you have typed "20" directly into a balance field instead? Why not?

• Open Stock Balance and read the In / Out / On-hand columns.
• Coffee Beans shows Low if its on-hand sits near its reorder level; Paper Cups shows Out.
• Return to the dashboard — the Items and Low-stock KPIs now reflect your data.
• If In = 20 and Out = 0, what makes Coffee Beans "Low"? (Hint: reorder level.)

• Store Item Requisition — HQ Main needs 25 Bread Loaf (Each). Save it.
• Requisition #1 is created and listed.
• Record the requisition number — Lab 7 picks it up.
• A requisition is a request, not a purchase. What turns it into one?

• Purchase Plan — pick requisition #1; item, requested qty and unit auto-fill. Set planned qty 30 and save.
• Plan #2 enters the pipeline as New Request.
• From the plan list, click Generate Indents.
• Status advances to Indent Generated.
• Record the plan number — you'll carry it to Delivered.

• Vendors — add three with emails: Gulf Foods, Al-Noor Supplies, Desert Trading.
• Create Tender Request — select the indented plan and create the tender.
• Status moves to Tender Created.
• Compare Quotes — capture a quote per vendor (e.g. 6.20 / 6.75 / 7.10) and rank them.
• Which vendor is the system going to recommend, and on what basis?

• Process PO — award the order to the lowest quote (Gulf Foods).
• Status becomes Delivery Processing.
• Delivery — process logistics and Receive the goods.
• Plan lands on Delivered — and Bread Loaf's stock at HQ Main rises by the received quantity.
• Confirm on Stock Balance that the purchase flowed into on-hand. You just ran the whole pipeline.

• Payment Method — add Cash, Card, Wallet.
• POS Terminal — create Branch 2 Till bound to Branch 2 Café, default cashier Layla.
• POS Session — open a session on that terminal with an opening float.
• Branch 2 currently holds little stock. What will you need before you can sell much? (Foreshadows Lab 13.)

• New Sale — add items to the cart (e.g. Cappuccino ×2, Croissant ×3), watch the VAT and total compute, take Cash.
• The sale is recorded and the sold items decrement from the session's store stock.
• Ring two more sales so the day-close has something to reconcile.
• Record the running total of the session.

• Day Close — count the drawer and close the session.
• Expected vs counted is reconciled; the session is marked closed.
• POS Report — review takings by item and method.
• If counted cash is short, where does the discrepancy surface?

• Transfer — move 15 Bread Loaf from HQ Main (consigner) to Branch 2 (consignee). Post it.
• HQ Main drops by 15, Branch 2 rises by 15 — both legs stamped with the same TRF-… code.
• Transfer Report — confirm both movement legs are listed under one transfer.
• Why is a transfer one transaction rather than a manual exit then entry?

• Store Returns — bring 2 Water 500ml back into HQ Main.
• Damage Entry — write off 3 Bread Loaf as spoiled, with a reason.
• The return adds back; the damage removes the spoiled quantity from sellable stock.
• Why keep damaged quantity recorded instead of just deleting it?

• Stock Audit — generate an audit batch for Branch 2 (note the STRAUD… code).
• Enter a physical count for Paper Cups that is 4 short of the system figure.
• Variance shows −4, and a Damage row is auto-created linked to the audit id.
• What does this design protect against, compared with letting someone edit the balance directly?

• Closing Balance — click Run Period Close.
• A header per store is written and every on-hand row is snapshotted into the closing-balance detail.
• Note how many detail rows were created — one per stocked item per store.
• Does closing the period stop you trading? Why / why not?

• Asset Category / Type — add Kitchen / Equipment.
• Asset Item — register an Espresso Machine with a value and item count.
• It lists with a derived code AST… and its category name (not an id).
• Store Item → Asset — promote a stocked durable into the asset register.

• Account Master — confirm/add accounts: Cash (Asset), Inventory (Asset), Accounts Payable (Liability), VAT Input (Asset).
• Transaction Entry — record the Lab 9 purchase: Dr Inventory 186, Dr VAT 27.90, Cr Payable 213.90.
• Save stays disabled until debits = credits; once balanced, it posts.
• What is the single rule the system enforces on every voucher?

• Role Management — create a Cashier role.
• Employee Privilege — grant the Cashier role only the Sales / POS pages.
• A user in that role signs in to a sidebar with only POS — no Accounts, no Purchase.
• Where does the sidebar get its list of pages from?

Without looking back at the earlier labs, drive a single new item through its entire life. This is your proof of mastery.

• Create a new item (e.g. Chocolate Muffin) and a requisition for it at HQ Main.
• Procure it through the full pipeline to Delivered.
• Transfer some to Branch 2 and sell a few over the POS.
• Audit Branch 2, then run a period close.
• Post the purchase journal in Accounts.
• You have run requisition → delivery → transfer → sale → audit → close → journal for one item, single-handed.

Five multiple-choice, five short-answer and one practical. Aim for 8/10 on the written part and a clean practical run. The trainer key is at the foot of the page.