Booking goods in against a purchase order
Overview
This means receiving goods listed on a Purchase Order. They may be stock items in which case they will be booked into Stock and the stock quantity automatically increased. They might have a batch number that may also need to be stored for batch traceability.
Process
1. Menu Screen : DISPATCH AND RECEIVE GOODS- PURCHASE ORDER DELIVERY
This means receiving goods listed on a Purchase Order. They may be stock items in which case they will be booked into Stock and the stock quantity automatically increased. They might have a batch number that may also need to be stored for batch traceability.
Process
1. Menu Screen : DISPATCH AND RECEIVE GOODS- PURCHASE ORDER DELIVERY
2. Here you will see the “Purchase Order Delivery List ” screen.
3. Press "Add" on the Item Receiving column.
4. This screen will appear.
5. Now to enter information on the Purchase Order Item Receiving screen.
5.1 Enter Quantity Received, Delivery Note Number and select the Location if required.
5.2 Press “Update” to save it and the product will automatically be booked into Stock.
This will automatically add the product to a Purchase Invoice in WBS which can be sent to Sage as a delivered Purchase Order.
5.3 For multiple batched select press Add/Edit under Batch Detail column and this screen will appear .
5.1 Enter Quantity Received, Delivery Note Number and select the Location if required.
5.2 Press “Update” to save it and the product will automatically be booked into Stock.
This will automatically add the product to a Purchase Invoice in WBS which can be sent to Sage as a delivered Purchase Order.
5.3 For multiple batched select press Add/Edit under Batch Detail column and this screen will appear .
5.3.1 Here you can add multiple batches into multiple locations, press Update to save new records .
Using different location when booking goods into stock.
If store is split into many locations then you can either book deliveries into each location one at a time or book it all into the default stock location and then use the stock movement menu to move product from the default location to the actual locations as stock is put away. Fore more details please see Stock Movement section.
If store is split into many locations then you can either book deliveries into each location one at a time or book it all into the default stock location and then use the stock movement menu to move product from the default location to the actual locations as stock is put away. Fore more details please see Stock Movement section.
Booking in batches of products
If the product you are booking in has been defined as a Batch Product in the products screen then you must enter a batch number at the point you receive it. This way the system knows the quantity delivered and the batch number for future traceability.
If the product you are booking in has been defined as a Batch Product in the products screen then you must enter a batch number at the point you receive it. This way the system knows the quantity delivered and the batch number for future traceability.
Review / Change existing deliveries
Some times it is necessary to review or amend a goods received purchase note (GRN) Any amendments to the quantity will automatically update stock and will use the unit cost on the purchase order for valuation.
Process
1. Menu Screen : DISPATCH AND RECEIVE GOODS-PURCHASE ORDER DELIVERY
Note - Each delivery is automatically assigned a Goods Received Number (GRN) and to view the
previous GRN’s click.
2. Here you will see the "Purchase Order Delivery List" screen .
Some times it is necessary to review or amend a goods received purchase note (GRN) Any amendments to the quantity will automatically update stock and will use the unit cost on the purchase order for valuation.
Process
1. Menu Screen : DISPATCH AND RECEIVE GOODS-PURCHASE ORDER DELIVERY
Note - Each delivery is automatically assigned a Goods Received Number (GRN) and to view the
previous GRN’s click.
2. Here you will see the "Purchase Order Delivery List" screen .
3. Press "View" on the View GRN column. This screen will appear and you will see a list of all the GRN' s delivered.
4. Press" View " on the View products on GRN column. This screen will appear and you will see products received .
4.1 On this screen you can change entered data and press ‘Update’ or press Add/Edit on Batch Detail column if product delivered has multiple Batches, fore more detail please see end of Receiving a Purchase Order section.
Managing deliveries of Purchase orders directly to a customer or site
|
Some times Purchase orders are delivered directly to a customer or site and so never pass through stores.
In this case the system relies on the warehouse manager being informed the goods have been delivered and then he should enter the quantity deliver in the normal way. If the product is a stock item then he must book it in then immediately dispatch the sales order to generate the invoice to the customer and reduce the stock. |
Scanning product directly into stock (Under development as a standard option)
|
In order to speed up the booking of goods into stock and the accuracy the use of barcodes is recommended. One option is to use the barcodes that come as standard on the WBS purchase order. Each barcode contains details of the purchase order so with one scan the system immediately knows the purchase order you are scanning.
The standard barcode on the top of the purchase order will book all products on the purchase order into stock at a predefined location (Note you can set the location in the URL-for example …………….) If you do not set a predefined location the system will ask you where you want the products booked into. The barcode against each product is called Part Complete. Scanning this barcode will tell the system to book just this product into stock . It will ask for the quantity, location and batch number if required (note batch number requirement is defined in the product screen – batch product YES/NO ). Note if the batch already exists the system will warn you and if you continue it will add this quantity to an existing batch. Process: To book the complete purchase order into stock scan the barcode at the top of the PO PIC (Use Shield standard) The system may ask you to scan the location barcode if this has not been supplied. To part book products into stock Scan the barcode next to the product Enter the quantity received including location and batch number if required Continue this process until all delivered items are booked in |