Booking in a Delivery
Posted by Jack Liptrott on 29 Dec 2014 13:48
Last Modified by Adam Roberts on 30 Mar 2017 15:29
When a purchase order is created and sent to supplier, for ease of updating inventory levels of products as effectively and smoothly as possible this is automatically re-created in the deliveries section which allows you to book in the correct quantity received with just a click of a button.
For more information on how to use this feature please see the below instructions:
To start using this feature please hover over the 'Warehouse' tab and select the 'Deliveries' option.
Here you will see a list of purchase orders that have been sent to supplier.
From here you have a few options in terms of booking stock in.
Book in All Quantity
To book in all quantity for one delivery, click the 'Book in all Qty' option this is found on the far right (Please see circled below).
Booking in multiple deliveries at once is also possible. To do this please select the deliveries that you would like to book in using the tick boxes found on the left hand side. When you have selected the deliveries you wish to book in please click the button labelled 'Book in all Qty' this is found above the 'Purchase Order ID' title (Please see circled below).
Book in/ Write off Part Quantity
To book in or write off product quantities, click on the purchase order ID you wish to book in. You will then see following page:
From here, you can view each individual product in the delivery, and are given the following options:
Status filter: You can sue this to filter the products by status. The options available are: 'All', 'Awaiting Product', 'Complete', 'Part Complete', and 'Sent'.
Stock Location: Choose the product location from the drop down list, or select 'Create New Stock Location' and type the location in the field below.
Book In/Write Off: Select 'Book in' to add product quanity to the delivery, or 'Write Off' to remove it. You must check 'Carton' or 'Individual' first.
Other information and options
The remaining options on the delivery details screen allow you to perform automatic options when booking in lines and also provide functionality for writing off stock, splitting and reprinting.
Split by remaining items: This function allows you to remove items with a complete status from the delivery. This is particularly useful if you are booking part of the delivery in.
View paper work: This function allows you to view the purchase order and the goods received.
Add released orders onto a pickwave: This function will