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👔 Store Executive Guide

Learn how to manage purchase orders, stock transfers, inventory, and daily operations effectively.

🎯 Your Main Responsibilities​

As a store executive, you will:

  • Manage purchase orders and goods received notes
  • Handle supplier information
  • Manage products and inventory
  • Process stock transfer requests and transfers
  • Receive stock transfers
  • Conduct stock taking
  • Manage bill of materials (assembly and disassembly)
  • Generate purchase and inventory reports

🔐 User Login​

  1. Open your web browser (Chrome, Firefox, or Edge recommended)
  2. Go to your Lucky POS URL (provided by your IT team)
  3. Enter your Username and Password
  4. Click Login

📦 Purchase Order​

Location: @Purchase/Purchase Order

Features:

  • Click Add Purchase Order to create new Purchase Order (PO)
  • Green color "Data icon" is Purchase Details button for printing PO
  • Green color "Reverse icon" is Reverse button to edit information
  • Blue color "Pencil icon" is Edit button to edit its information
  • Orange color "Check icon" is Approve button to approve the PO
  • Red color "Bin icon" is Void to void the purchase Order
  • Only Approved status with Pencil Icon can void and reverse. Approved status without Pencil Icon mean the store keeper already received inventories in your PO

📥 Good Receive Note​

Location: @Purchase/Good Receive Note

Features:

  • Click Create GRN to create new Good Receive Note (GRN)
  • Green color "Data icon" is Good Receive Details for printing GRN
  • Blue color "Pencil icon" is Edit to edit its information
  • Red color "Bin icon" is Void to void the Good Receive Note
  • Only Outstanding status can void or edit. Completed status is purchaser already made invoice your GRN

Good Receive Form​

Steps:

  1. Click Create GRN
  2. Fill in required fields (marked with * icon)
  3. Search PO No. purchase order voucher by clicking search button
  4. Tick the checkbox of PO that you want to make GRN
  5. Check the Received Qty and Its Converted Qty (actual weighted qty)
  6. Use Cross icon to remove products (Plus icon is not clickable here)
  7. Click Save button after checking

Note: * icon must choose in this form.

👥 Supplier List​

Location: @Purchase/Supplier List

Features:

  • Click Add Supplier to create new Supplier
  • Blue color "Pencil icon" is Edit to edit purchase invoice
  • Red color "Bin icon" is Void to void the Good Receive Note

📦 Manage Product​

Location: @Inventory/Manage Product

Tabs Explanation:​

  • Inventory: It is same as ingredients for final Menu List Product
  • Precooked Product: It is precooked food same as semi-finished for final Menu List Product
  • Menu List: It is finished product that called "Food Menu". It might connect related inventories in each final menu
  • Combo Set Menu: A predefined set menu, commonly referred to as a buffet or a combination, consisting of one or more food items served together at the same time

Manage Product (Ingredient Lists)​

Features:

  • Click Menu List tab to see the all menu
  • Click Add Product button to create new product
  • Orange color "Barcode icon" is Product Barcode for printing barcode
  • Blue color "Pencil icon" is Edit to edit the product
  • Red color "Bin icon" is Delete to delete the product

Add Product Form​

Steps:

  1. Fill in required fields (marked with Star * icon)
  2. Switch-On the status
  3. Select Destination Branch
  4. Click Save button after checking

Note: Star * icon must choose and fill in this form.

📤 Stock Transfer Request​

Location: @Inventory/Stock Transfer Request

Steps:

  1. Select Stock From: Where from to receive the stock
  2. Select Stock To: Your branch
  3. Select products that you want to request from
  4. Input Request Qty
  5. Click Save button after checking

🔄 Stock Transfer​

Location: @Inventory/Stock Transfer

Steps:

  1. Find Request From voucher by clicking search button
  2. Select the voucher what you want to transfer to
  3. Stock From: Your branch
  4. Stock To: Requested branch
  5. Input Requested Qty
  6. Click Save button after checking

Stock Transfer List​

Location: @Inventory/Stock Transfer List

After Saving:

  • Stocks transferred successfully message should show after save from Stock Transfer form
  • Print details if you need hand out by clicking "Data Icon"

📥 Stock Receive​

Location: @Inventory/Stock Receive

Steps:

  1. Find Stock Transfer Voucher Number by clicking search button
  2. Select RefNo. what you want to receive
  3. Destination Branch is your branch
  4. Select your Received Date
  5. Fill Received Qty
  6. Click Save button to save the stock receive voucher after checking

Stock Receive List​

Location: @Inventory/Stock Receive List

After Saving:

  • Stock Received List page will redirect after saving the stock received voucher
  • Print details if you need hand out by clicking "Data Icon"

📊 Stock Taking Form​

Location: @Inventory/Stock Taking Form

Steps:

  1. Select Product Group
  2. Find the product that you want to count. It will show system remaining balance
  3. Fill actual counted Ground Qty. Changed Qty will show how many quantity differences
  4. Fill some Remark text if you have notes to know
  5. Click Save button after check

🔧 Bill of Material​

Location: @Inventory/Bill of Material

Assembly Product​

Location: @Inventory/Bill of Material/Assembly Product

Form Sections:

Item used in processing:

  • Upper section is inventory deducted quantity and unit
  • Product Code, Product Name, Available Qty, Converting Qty, Converting Unit, Cost Per Unit, Total Cost

Item to be produced:

  • Lower section is inventory increase quantity and unit
  • Product Code, Product Name, Available Qty, Converted Qty, Converted Unit, Cost Per Unit, Total Cost

Steps:

  1. Fill in Date and Destination Branch
  2. Add Remark if needed
  3. Add items in "Item used in processing" section
  4. Add items in "Item to be produced" section
  5. Click Save button to save the Assembly Product after checking

Disassembly Product​

Location: @Inventory/Bill of Material/Disassembly Product

Form Sections:

Convert From:

  • Upper section is inventory deducted quantity and unit
  • Product Code, Product Name, Available Qty, Converting Qty, Converting Unit, Cost Per Unit, Total Cost

Convert To:

  • Lower section is inventory increase quantity and unit
  • Product Code, Product Name, Available Qty, Converted Qty, Converted Unit, Cost Per Unit, Total Cost

Steps:

  1. Fill in Date and Destination Branch
  2. Add Remark if needed
  3. Add items in "Convert From" section
  4. Add items in "Convert To" section
  5. Click Save button to save the Disassembly Product after checking

Assembly & Disassembly List​

Location: @Inventory/Bill of Material/Assembly & Disassembly List

Features:

  • View all assembly and disassembly transactions
  • Shows Ref No, From, Product Name, Type (Assembly/Disassembly), Unit, Qty, Amount, Remark, Assembly Date
  • Export options: Copy, Excel, PDF
  • Search and filter capabilities

📊 Reporting​

Location: @Purchase/Purchase Report and @Inventory/Inventory Report

Available Reports:​

  • Purchase Report
  • Inventory Report

Access these reports to monitor purchase activities and inventory levels.

🔍 Icon's Explanation​

  • Data Icon - Details
  • Warning Icon - Notice
  • Download Icon - Download
  • Pencil Icon - Edit
  • Wheel Icon - Setting
  • Barcode Icon - Barcode
  • Undo Icon - Reverse
  • Clock Icon - Expire
  • Approve Icon - Approve
  • Bin Icon - Void or Delete
  • Plus Icon - Add Line
  • Filter Icon - Filter
  • Cross Icon - Remove Line

🔑 Quick Reference​

Status Workflow​

Purchase Order:

  • Pending → Can edit/void
  • Approved (with Pencil Icon) → Can void and reverse
  • Approved (without Pencil Icon) → Cannot void (already received)
  • Expired → Cannot modify

Good Receive Note:

  • Outstanding → Can void or edit
  • Completed → Cannot void (already invoiced)

Stock Transfer:

  • Request → Create transfer request
  • Transfer → Process transfer from your branch
  • Receive → Receive transferred stock at destination

Important Notes​

  • Always check quantities before saving
  • Verify received quantities match physical count
  • Print documents for records
  • Stock Taking shows system balance vs actual count
  • Assembly increases inventory, Disassembly decreases inventory
  • Bill of Material helps manage product conversions

Remember: As a store executive, you play a crucial role in managing inventory, stock transfers, and product conversions. Pay attention to details, verify quantities, and maintain accurate records. Your diligence ensures smooth operations! 💪🌟