Leanafy: Client Operations

    Getting Started

    To get started, you will first need to log in to our platform. You can do this by following the steps outlined in the scribe below.

    Client: Login

    Creating a New Order

    Orders can be created in multiple ways. Like directly adding an order using our create order form or by uploading a CSV file containing all the orders. The second method is best suited if you have to push multiple orders at once.

    Client: How to create a new orderClient: How to upload bulk orders via CSV

    Creating a New ARN

    Creating an Advance Receipt Notice (ARN) is a crucial step in preparing for the incoming inventory. An ARN serves as a formal notification of an expected shipment. In this step, you have two options:

    1. Creating ARN: This involves generating a basic notification for the warehouse regarding an incoming shipment. It includes essential details such as supplier info, product info with their expected quantity and respective units of measurement (UoM).

    2. Creating multiple ARN via CSV: If you wish to create multiple ARNs in one go, you can streamline the process by entering all the necessary ARN information into a CSV file. Simply upload the CSV file to initiate the creation of multiple ARNs efficiently and accurately.

    Client: How to create an ARNClient: How to upload multiple ARNs via CSV

    Adding an Item in the Item Master

    If you need to add a new item to your item master, our platform provides a simple and efficient way to do so. For step-by-step instructions on how to add an item in the item master, please refer to the scribe below.

    Client: How to add a item in the item master

    Viewing Report

    Client: How to view and download Reports

    Viewing Inventory

    As a client, it is crucial to have visibility into your inventory. Our platform allows you to easily view your inventory and track stock levels. To learn how to access and view your inventory, please refer to the scribe.

    Client: How to view inventory

    Viewing ARN, Order and it's shipping Info

    Accessing ARN and Order details provides comprehensive insights into its status and associated product information. Furthermore, once an order is shipped, accessing shipment information becomes essential for tracking the shipment's progress and ensuring timely delivery.

    Client: How to view ARN, Order and it's shipping details

    Viewing Invoice

    Through this feature, clients can conveniently access and review all generated invoices, with the option to download them as required.

    Client: How to view Invoice