You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

Receiving is adding the items to the warehouse

It can be one of the following situations:
1) Purchase
2) Sales returns
3) Positive adjustment of inventory

When receiving the items, the system will open a 「stock in note」 to record the relevant data

Receiving can have the following procedures to facilitate the operation of different warehouses
A) Full web browser of operation: When the items, first open the "stock in note"; when the items are actually delivered to the warehouse, confirm the receipt
B) Confirmation by hand-held scanner: When the items arrive the warehouse, first open the "stock in note" on the web browser; when the items are actually delivered to the warehouse, confirm the receipt and order
C) Simple receipt: No receipt is prepared in advance, when the items are actually delivered to the warehouse, a new order will be created in the handheld scanner, order and confirm

The following article explains the operation method of process A


Step

Create the stock in note

(1) In the menu, click (stock in)

(2) To create a (stock in note), click "Create"

(3) Choose "warehouse" or "bin" for storage items

(4) Enter the items and quantity to be received

(5) Repeat step <4> , until all the items to be received on the stock in note have been added

(6) Click "Save"

(7) Success to create the stock in note

Confirm the stock in process

(8) In the menu, click "Stock In"

(9) In the screen of stock in note, open the needed document, click「Receive」

(10) If the item setting requires product tracking and/or the required expiration date, please enter the batch number/serial number, expiration date, number of receipts, etc., otherwise, just enter the number of receipts

(11) After completion, click "Post'' to confirm, and the inventory will be officially accounted and cannot be modified

After click the "Post", you can see related records in different interfaces, including "inventory", "history" and various reports, etc.

In the "Item" screen, there are also "Inventory" (15) and "History" (16) tabs to see related information





  • No labels