Booking goods-in through the menu in module received products

Booking goods-in through the menu in module received products

-> Start -> Received products -> Received products

• Select "Cancel" if the searchscreen appears.
• Select "New".
• Assign a bookmark by clicking on the 'plus' sign next to it.
• Choose a name which is logical to you. With the bookmark you are able to track back a received products action quickly.
• Select the supplier name
• Select the received product scenario (multiple scenario's can be created/added)
• Select the purchase order number.
• Fill in the Supplier reference
• At the 'Misc. info', you are able to fill in a small text about the delivery
• Select "Next"

In this screen you see the products from the purchase order that are not received yet.

With the "plus" icon on the right side of the product row you can add the products from the purchase order to "received products".

The packinglist amount and the warehousecount amount (= amount of products which were delivered) are already filled with the amounts of the purchase order.

When the amount is correct, just click on the "Save" icon.

You see that the row has been moved from "Open purchaseorder rows" to "Received products"

From product 1017427 we only have received 8 instead of 10. So the amount we receive is not the same amount as in the purchase order.

Click on the "plus" icon on the right side of the product row.

Change the packlist amount and the warehousecount amount.

Click on the "Save" icon.

You see that the row still exists in "Open purchaseorder rows". In column "Total received" you see the amount of 8 which you can see below in "Received products".

When you have made a mistake, you can easily double click on the row in "Received products" and change the amount by using the "Edit" icon.

Make the adjustment. Click on the "Save" icon. It is still possible to add more items to this bookmark / goods-in.

• Select the 'Add received product' button
• Scan the physical barcode or fill in the supplier order code (or make use of the search filters)

Fill in the packinglist amount + the warehousecount amount. If you want to continue adding products select the left icon on the bottom (save & add). If you are done adding products to this bookmark, select the midde icon on the bottom (save).

Once completed with booking a supplier/delivery in you would need to do the following to complete this bookmark & process the items to stock.

Select 'Process warehousecounts'.

Click on "Ok".

In the next screen select 'No'.

A message will appear that the received goods are processed. Close that screen.

On tab 'General' we need to change the status of this bookmark / goods-in to 'Closed'.  Use the 'edit' icon to change this status.

Use the 'Save' icon to save the status change. 

Because not all products of the purchase order have been booked-in, this screen appears:

 Now you can close the purchase order when there will be no backorder and the products will be ordered again in a new purchase order. It is important to close the purchase orders with respect to backorders, future stock and the correct mapping of received items to the purchase order.

When all products of the purchase order have been booked-in, the purchase order will be closed automatically. When you look in the purchase order, you will see that the purchase order has the status "Closed".

In the purchase order rows (Tab "Rows") you will see the received amount.

As a test, just to double check if this went fine, go to product maintenance and look-up one of the products you have received/booked in.

Within the product card, select "Product statistics". After that select the "Stock modification" tab. You should see a "ReceivedProducts" line here with the changes you have made (the receiving goods).