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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 「receipt note」 to record the relevant data

Receiving can have the following procedures to facilitate the operation of different warehouses
A) Via web browser operation: When purchasing items, first open the 「receipt note」; when the items are actually delivered to the warehouse, confirm the receipt
B) Confirmation by hand-held scanner: When purchasing items, first open the 「receipt note」 on the web browser ; when the item are actually delivered to the warehouse, confirm the receiving point and confirm
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 receiving note

(1) Click the「stock in」of the menu

(2) Click the 「create」to create the receiving note

(3) Choose 「warehouse」 or 「bin」 for storing items

(4) Enter the item and Qty to be received

(5) Repeat step< 4> until all the item to be received on the note have been added

(6) Click "Save"


(7) Success to create the stock in note

Confirm to receipt

(8) In the menu, click 「stock in」

(9) On the item screen of stock in, open the required receipt and click 「Receive」

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

(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 batch , including "inventory", "history" and various reports, etc.

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






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