Operating Procedures

1, To create a Purchase Order, 

In Business Central,

  • Search & select "Purchase Order"
  • Choose "New" to create Purchase Order  



2, Input the relevant information

(1) Enter the Vendor No, / Name

(2) Enter Item No.

(3) Enter the warehouse for Stock in, in "Location Code", and "Bin Code" (if any)

(4) Enter the Qty of goods purchased and purchase cost

(5) Enter the expected stock in date in "Planned Receipt date" (if any)




3, Keep adding items. Once finish, click "Release", and warehouse colleagues are ready to work with the stock in receipt. 

*Only released order can be found in the handheld.


4, Confirmation of Stock In:

(1) Click mInventory in the handheld scanner, and "PO Receipt' on the left

(2) Choose the PO No. that has been released in BC
Or
To use the handheld scanner to scan that item barcode / PO document number

(3) User can select "Bin" / "Qty" after scanning / choosing the Item.

If Bin is entered in PO line already, user can click "Bin" to re-assign (the Bin list will show up, user can scan or pick) / click "Qty" to scan / enter the quantity directly

(4) Click the document for receipt, click the item & enter the received amount.

The button can change the item unit of measure (if any).

is used for adding receipt amount based on the orginal entered. Enter the amount and press "+".

If done, click

(5) Click "Save" and the receipt process will be finished




5, "Quantity Received" in Purchase Order Line will change according to the amount received in handheld.

"Posted Purchase Receipts" is created automatically.


**If "Auto-Post" is switched off in page "mInventory Template", the value will be bought to "Qty. to Receive", and will not be posted.

This is a flexible control for users whether to post by handheld or to record the Qty ready to be posted.

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