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receiving_goods:goods_receipts [2019/10/16 17:50] – Emily Porrello | receiving_goods:goods_receipts [2023/01/19 12:52] – [Documents] Gary Willetts | ||
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- | ===== 7.02. Goods receipt function | + | ====== 7.02. Goods receipts ====== |
- | + | ||
- | + | ||
==== Entering goods received ==== | ==== Entering goods received ==== | ||
<WRAP center round alert 90%> | <WRAP center round alert 90%> | ||
- | If the receiving store is receiving goods from another [[other_stuff: | + | If the receiving store is receiving goods from another [[other_stuff: |
</ | </ | ||
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If you have goods receipt authorisation set up in [[other_stuff: | If you have goods receipt authorisation set up in [[other_stuff: | ||
- | In the Supplier field (which displays // Search Purchase Order// when it first opens), enter the first few characters of the name of the supplier from whom the order has been received; to display all Purchase Orders awaited, enter //@// in the Supplier field. (This has been done in the example shown below): | + | === Selecting the Purchase Order === |
+ | |||
+ | In the **Supplier** field (which displays // Search Purchase Order// when it first opens), enter the first few characters of the name of the supplier from whom the order has been received. To display all Purchase Orders awaited, enter '' | ||
{{ : | {{ : | ||
- | From this screen select the entry which matches the order you have received either by double clicking on the entry, or by highlighting the entry and clicking on the //Use// button. | + | From this screen select the entry which matches the purchase |
The //New Goods Receipt// window reappears with the supplier field and some other details completed. | The //New Goods Receipt// window reappears with the supplier field and some other details completed. | ||
- | At this point you should fill in the //Supplier reference// field (with the delivery note number, for example) and the //Comment// field (with any extra information you need to record about the delivery). | + | == Filling in general details == |
+ | |||
+ | At this point you should fill in the: | ||
+ | * //Supplier reference// field with, for example, the delivery note number | ||
+ | * //Comment// field with any extra information you need to record about the delivery | ||
+ | |||
+ | == Adding items from the purchase order == | ||
Next, you should click on the //Add from Purchase Order// button to add the items which have arrived to the goods received note. Clicking the button brings up the //Choose order lines...// window: | Next, you should click on the //Add from Purchase Order// button to add the items which have arrived to the goods received note. Clicking the button brings up the //Choose order lines...// window: | ||
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If you're trying to find a particular item in a long list you can also type the start of the item's name or code into the search box at the top and the list will be filtered to show items which have a name or code starting with what you have typed. | If you're trying to find a particular item in a long list you can also type the start of the item's name or code into the search box at the top and the list will be filtered to show items which have a name or code starting with what you have typed. | ||
+ | |||
+ | <WRAP center round info 60%> | ||
+ | mSupply does allow you to create a Goods Receipt for stock for which you have already received all of the ordered stock, that is, Remaining (outstanding) quantity = 0). | ||
+ | </ | ||
+ | |||
In any case, when you have selected the items to receive, click on the //Use// button. | In any case, when you have selected the items to receive, click on the //Use// button. | ||
+ | |||
+ | == Adding un-ordered items == | ||
Occasionally goods may be received which were not ordered; when this occurs, click on the //Add an un-ordered item// button and select the item before proceeding. | Occasionally goods may be received which were not ordered; when this occurs, click on the //Add an un-ordered item// button and select the item before proceeding. | ||
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Note we have then clicked the **Show empty** radio button, as we are putting away a whole pallet, and pallets only go in empty locations. The **Show available** radio button shows locations that have enough spare capacity to take the volume of the line we are receiving. | Note we have then clicked the **Show empty** radio button, as we are putting away a whole pallet, and pallets only go in empty locations. The **Show available** radio button shows locations that have enough spare capacity to take the volume of the line we are receiving. | ||
We then double-click on the location to choose. | We then double-click on the location to choose. | ||
- | <WRAP tip round>If the item you are receiving has a default location set for it, this will have already been filled in when the line was added to the purchase order. Default locations should be set if the same item is always put in the same place, otherwise leave it blank. In the current example we've assumed it has **not** been set for each item.</ | + | <WRAP tip round> |
+ | |||
+ | If the item you are receiving has a default location set for it, this will have already been filled in when the line was added to the purchase order. Default locations should be set if the same item is always put in the same place, otherwise leave it blank. In the current example we've assumed it has **not** been set for each item.</ | ||
Now we have entered all details for the line, we can click on the row to highlight it, then click the **Duplicate line** button to create another row the same without entering all the details again - you then only need to click on the location column on the newly duplicated row, and you can edit the location to find another empty location for the second pallet. | Now we have entered all details for the line, we can click on the row to highlight it, then click the **Duplicate line** button to create another row the same without entering all the details again - you then only need to click on the location column on the newly duplicated row, and you can edit the location to find another empty location for the second pallet. | ||
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* Clicking on Show outstanding PO lines on the Navigator' | * Clicking on Show outstanding PO lines on the Navigator' | ||
* From the //Supplier > Show outstanding PO lines// menu item | * From the //Supplier > Show outstanding PO lines// menu item | ||
+ | |||
+ | ==== Other tabs on a goods received note ==== | ||
+ | All the functionality described above has been on the //General// tab. There are others! | ||
+ | |||
+ | === Documents tab === | ||
+ | The Documents tab on a requisition enables you to save documents and other files relating to the goods received note. The tab looks like this: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The table shows you all the files currently uploaded to this goods received note. | ||
+ | |||
+ | * **Upload document button:** Click this to upload a document to the goods received note. This will open a window enabling you to search for and select the file on your computer. After you've selected it, click on the **Open** button to upload it. If you upload a file with the same name as one already uploaded, mSupply will upload it as a new version of the already uploaded file. | ||
+ | * **Delete document button:** Select a file in the table by clicking on it and click this button to remove it from the goods received note. | ||
+ | * **Download document button:** When you click on this button you are presented with two options: | ||
+ | * **Download: | ||
+ | * **Download and open:** this will download the file to a location you select on your computer and then attempt to open it using the default application on your computer for that file type. If there is no application associated with the file type on your computer then mSupply will tell you that the file could not be opened. | ||
+ | |||
+ | |||
+ | === Log tab === | ||
+ | |||
==== Viewing and editing supplier invoices created via goods receipts ==== | ==== Viewing and editing supplier invoices created via goods receipts ==== | ||
+ | |||
+ | A supplier invoice will be created automatically once the [[receiving_goods: | ||
{{ : | {{ : | ||
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- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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