How Do I Receive Stock Without An Invoice?

If you receive your goods with a delivery docket or goods receipt and then get an invoice later on, you need to record the fact that you have received the stock. Later on when the invoice has been received, you can enter it to complete all the details.

1

Start the Goods Receipt task from the Main Menu.

  

2

Click the New button.
 The system adds a new goods receipt and automatically assigns a goods receipt number.

3

In the Purchase Order # field, enter the number of the purchase order you sent to the supplier. This should be printed on the receipt that arrived with the goods. If not, press the Purchase Order# button to search for the purchase order. Selecting the Search button shows a list of all anticipated pending deliveries. This list is generated from pending Purchase Orders that have been sent to the suppliers.

Click the appropriate purchase order receipt and press the Select button to launch the receipt. Pressing the btnPlay.gif (1285 bytes)button inputs items from previous purchase orders for lines not supplied from previous deliveries.

4

Change the Received Date, if required.

5

Move to the Supplier Reference and enter the number of the supplier's receipt.

6

Click the Items tab to view the receipt details.

  

7

Locate each item on the goods receipt in the grid and confirm that the quantity received is correct. By default the quantity received is the quantity ordered. If it is not correct, change the Units Received, Cartons Received and Bonus Received to the actual quantity received by double-clicking on the row to change or click the button_nofee.gif (1505 bytes) button. Change the Status to reflect what will happen to the quantity not received. By default this changes to 'More To Come' as if the item is on backorder.

8

If you need to delete an item from the receipt do one of the following:

         I.      Click on the required row and then click the btnSmallDelete.gif (1109 bytes) button.
or

       II.      Click on the required row. Hold down the Ctrl key and press the Delete key. The system will check you want to delete. Click OK to delete the line, or Cancel to leave the line in the receipt.

Note: You can only delete an item that you entered directly. If the item was added by matching against a purchase order it cannot be deleted.

9

Once all items have been entered, click the Print button.
Button_Print2.gif (1479 bytes) The system prints out a goods receipt.

10

Click the Accept button to mark the goods receipt as completed. You will not be able to change the items on this goods receipt now.
button_send.gif (1461 bytes)

 

No Purchase Order Sent

1

Start the Goods Receipt task from the Main Menu.

  

2

Click the New button.
 The system adds a new goods receipt and automatically assigns a goods receipt number.

3

In the Supplier field, enter the code of the supplier the goods have been received from, If you don't know the supplier's code, press the Supplier button to search for it.

4

Move to the Location field and enter the code of the location that received the goods. If you don't know the location's code, press the Location button to search for it.

5

Change the Received Date, if required.

6

Move to the Supplier Reference and enter the number of the supplier's receipt.

7

Click the Items tab to view the receipt details.

8

Click the New btnSmallNew.gif (1125 bytes) button to start adding products to the purchase order.

9

Enter the IPN of the item you want to receive. If you only have the supplier's order code, press the Tab key to move to the Order column and enter the order code. If you don't have the IPN or the order code then click  to start an item search.

10

Enter the quantity you received. You can enter this as either a number of units (in the Units Recv column) or as a number of cartons (in the Cartons Recv column).

11

Click the Save button.

12

If you need to add more items, click the btnSmallNew.gif (1125 bytes) button. Repeat Steps 8 to 11 until all items have been entered.

13

If you need to delete an item from the receipt do one of the following:

         I.      Click on the required row and then click the btnSmallDelete.gif (1109 bytes) button.
or

       II.      Click on the required row. Hold down the Ctrl key and press the Delete key. The system will check you want to delete. Click OK to delete the line, or Cancel to leave the line in the receipt.

Note you can only delete an item that you entered directly. If the item was added by matching against a purchase order it cannot be deleted.

14

Once all items have been entered, click the Print button.
Button_Print2.gif (1479 bytes)

The system prints out a goods receipt. Check the details on it

15

Click the Accept button to mark the goods receipt as completed. You will not be able to change the items on this goods receipt now.
button_send.gif (1461 bytes)

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