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Inventory

Receive the goods, and other movements

Every movement of stock is a document: goods come in, go out, move between warehouses, are lost, or come back. A document moves the stock when it is approved, not when it is saved.

Where

Inventory › Movements › Receiving · Delivery · Internal Transfer · Packing Lists · Loss & Adjustment · Returns

Who

Storekeepers enter them; approvers approve.

Receive the goods

1
Open Receiving and press + Receiving voucher.
2
Set the Accounting date and the Receiving date, and choose the Purchase order. To bring its lines in, choose in Copy lines from and Which one, then press Copy its lines in.
3
Check each line: the Item, the Warehouse, the Qty and the Unit price, and where the item needs them the Lot number, Expiry date and Serial numbers. + Add a line adds another.
4
Press Save. The voucher raises the stock when it is approved.
The Receiving voucher form
The Receiving list

The other movements

ScreenWhat it is forIts main button
DeliveryStock going out to a customer. On a row you can also Mark the delivery status and make a + Packing list.+ Delivery voucher
Internal TransferMoves stock between two warehouses: each line has a From warehouse and a To warehouse.+ Internal delivery note
Loss & AdjustmentStock differences from damage, theft or a count. It is the only document here that destroys value, so a Reason is required.+ Loss or adjustment
ReturnsReturns from customers put stock back in; returns to suppliers take it out. On a row you can Record a refund.+ Receipt return order and + Delivery return purchasing goods
Packing ListsThe dimensions and contents of a shipment, built from a delivery voucher. The list shows Packing list, Delivery voucher, Customer, Dimension, Total amount, Discount, Total after discount, Status and Delivery status. The delivery status is read from the delivery voucher: a packing list never carries one of its own.None on this screen: press + Packing list on a delivery’s row, or Create the packing list on its page.
The Delivery list
The Delivery voucher form
The Internal Transfer list
The Loss and Adjustment list
The Returns list
The Packing Lists

A document’s page

Press Open on a row. The page shows the document’s number with its status beside it, and two parts: What is on it (the lines) and What it did to the stock (for each warehouse: In, Out, Opening stock and Closing stock). A document that is still waiting says which step it is on and who it is waiting on, and that it has not moved any stock.

A receiving voucher's page
ButtonWhen you see it
View PDF, DownloadAlways.
Withdraw and resubmitWhile the document waits for approval.
Revert the stock movement, Edit detailsOn an approved receiving or delivery voucher.
Create the packing listOn an approved delivery voucher.
Invoice this deliveryOn a delivery voucher that can be invoiced.
A delivery voucher's page with its buttons
An internal transfer's page
Before: Purchase orders · Next: Enter and pay a vendor invoice