Difference between revisions of "How do I receive stock by barcode?"
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== Summary == | == Summary == | ||
This article explains how to book Stock items into Platinum with the use of a {{eCommerce|sku=barcode|Barcode Scanner}} | This article explains how to book Stock items into Platinum with the use of a {{eCommerce|sku=barcode|Barcode Scanner}} | ||
== More Information == | == More Information == | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{PO}}|Goods Received}}. |
| − | *Using a {{eCommerce|sku=barcode|Barcode Scanner}} scan the barcode of the item to be received and the system will find the item plus its related order and add this to the {{DataPrompt|Received Items}}. | + | *Using a {{eCommerce|sku=barcode|Barcode Scanner}} scan the barcode of the item to be received and the system will find the item plus its related order and add this to the {{DataPrompt|Received Items}}. |
*Once you have finished scanning your items Click {{Button|Receive}} | *Once you have finished scanning your items Click {{Button|Receive}} | ||
| − | == Explanation of Key == | + | === Explanation of Key === |
Here we will explain what each of the different colours mean on the item lines and how this will affect the process. | Here we will explain what each of the different colours mean on the item lines and how this will affect the process. | ||
=== <span style="background-color:rgb(192,255,192); color:Black;">Single Order</span> === | === <span style="background-color:rgb(192,255,192); color:Black;">Single Order</span> === | ||
| − | These items are on a single purchase order and the system has found this for you, the order number will also show in the {{DataPrompt|Order}} column. | + | These items are on a single purchase order and the system has found this for you, the order number will also show in the {{DataPrompt|Order}} column. |
* When you click on {{Button|Receive}} you will get an {{DataPrompt|Item Summary}} that shows the total of received items. Once this has been checked click {{Button|OK}}. | * When you click on {{Button|Receive}} you will get an {{DataPrompt|Item Summary}} that shows the total of received items. Once this has been checked click {{Button|OK}}. | ||
| − | * You will then get a {{DataPrompt|History Notes}} box asking you to enter a note relevant to the order. | + | * You will then get a {{DataPrompt|History Notes}} box asking you to enter a note relevant to the order. |
| − | {{ | + | {{Tip|text=We generally recommend that you enter the delivery note number here.}} |
*The system will then print a delivery note and labels for the items (if your system is configured to do so). | *The system will then print a delivery note and labels for the items (if your system is configured to do so). | ||
=== <span style="background-color:rgb(255, 255, 192); color:Black;">Multiple</span> === | === <span style="background-color:rgb(255, 255, 192); color:Black;">Multiple</span> === | ||
| − | These | + | These items are on more than one order and the system will ask you to specify which orders the items you are booking in are related to |
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| + | * When you click the {{Button|Receive}} button you will get a selection box with 2 options. | ||
==== Allocate ==== | ==== Allocate ==== | ||
| − | * This will pop up a box called {{DataPrompt|Item Allocation}}. Here you will be able to enter amounts in the {{DataPrompt|Received}} column. | + | * This will pop up a box called {{DataPrompt|Item Allocation}}. Here you will be able to enter amounts in the {{DataPrompt|Received}} column. |
| − | {{ | + | {{Tip|text=There is a {{DataPrompt|Received}} and {{DataPrompt|Unallocated}} section at the top, once you have allocated the quantity received the {{DataPrompt|Unallocated}} field should show {{DataValue|0.00}}.}} |
| − | + | * When you click on {{Button|Done}} you will get an {{DataPrompt|Item Summary}} that shows the total of received items. Once this has been checked click {{Button|OK}}. | |
| − | * When you click on {{Button| | + | * You will then get a {{DataPrompt|History Notes}} box asking you to enter a note relevant to the order. |
| − | |||
| − | * You will then get a {{DataPrompt|History Notes}} box asking you to enter a note relevant to the order. | ||
| − | {{ | + | {{Tip|text=We generally recommend that you enter the delivery note number here.}} |
*The system will then print a delivery note and labels for the items (if your system is configured to do so). | *The system will then print a delivery note and labels for the items (if your system is configured to do so). | ||
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These items are ones that for some reason are not on an order at all on the system. | These items are ones that for some reason are not on an order at all on the system. | ||
| − | Press{{Button|Receive}} | + | Press{{Button|Receive}} |
Next you will again get the same {{Button|Allocate}}, {{Button|Receive}} and {{Button|Cancel}} choices as in the steps above. | Next you will again get the same {{Button|Allocate}}, {{Button|Receive}} and {{Button|Cancel}} choices as in the steps above. | ||
* Click {{Button|Allocate}} this will bring up a {{DataPrompt|Purchase Order Search}}. | * Click {{Button|Allocate}} this will bring up a {{DataPrompt|Purchase Order Search}}. | ||
| − | * If you cannot find the required order | + | * If you cannot find the required order then press {{KeyPress|ESC}}. |
* You will then get a {{DataPrompt|No Order Chosen}} box where the system will ask you {{DataValue|No Order was chosen to add to. A new basic order will be created. Confirm to continue}} and will ask to click either {{Button|Yes}}, {{Button|No}} or {{Button|Cancel}} | * You will then get a {{DataPrompt|No Order Chosen}} box where the system will ask you {{DataValue|No Order was chosen to add to. A new basic order will be created. Confirm to continue}} and will ask to click either {{Button|Yes}}, {{Button|No}} or {{Button|Cancel}} | ||
| − | ==== Yes ==== | + | ===== Yes ===== |
* Here you will get an {{DataPrompt|Item Summary}} that shows the total of received items. Once this had been checked click {{Button|OK}}. | * Here you will get an {{DataPrompt|Item Summary}} that shows the total of received items. Once this had been checked click {{Button|OK}}. | ||
| − | |||
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| − | {{ | + | * You will then get a {{DataPrompt|History Notes}} box asking you to enter a note relevant to the order. |
| + | |||
| + | {{Tip|text=We generally recommend that you enter the delivery note number here.}} | ||
*The system will then print a delivery note and labels for the items (if your system is configured to do so). | *The system will then print a delivery note and labels for the items (if your system is configured to do so). | ||
| − | ==== No ==== | + | ===== No ===== |
Will take you back to the {{DataPrompt|Purchase Order Search}} screen to look for the order again | Will take you back to the {{DataPrompt|Purchase Order Search}} screen to look for the order again | ||
| − | ==== Cancel ==== | + | ===== Cancel ===== |
This simply cancels in case you have pressed {{Button|Allocate}} by mistake | This simply cancels in case you have pressed {{Button|Allocate}} by mistake | ||
== See also == | == See also == | ||
| − | |||
* [[Processing a Purchase Order#Checking the Invoice against the Order|How do I Check the Invoice against the Order]] | * [[Processing a Purchase Order#Checking the Invoice against the Order|How do I Check the Invoice against the Order]] | ||
| + | * [[Linking a Supplier Barcode to a Stock Item]] | ||
| + | * [[How do I configure a USB barcode scanner for workshop use?]] | ||
| + | * [[How do I change my barcode scanner configuration?]] | ||
| + | * [[How do I delete spaces from barcodes?]] | ||
| − | {{KB_Tags|receive, receiving, recieving, recieve, barcode, scan, scanner}} | + | {{KB_Tags|receive, receiving, recieving, recieve, barcode, scan, scanner}} |
| − | {{ | + | {{How}}{{KB_OP}}{{KB_ST}}{{ZN_Admin}}{{ZN_PartsCounter}} |
Latest revision as of 05:34, 19 June 2019
Contents
Summary
This article explains how to book Stock items into Platinum with the use of a Barcode Scanner
More Information
Go to " Purchase Order Processing Goods Received".
- Using a Barcode Scanner scan the barcode of the item to be received and the system will find the item plus its related order and add this to the "Received Items".
- Once you have finished scanning your items Click [Receive]
Explanation of Key
Here we will explain what each of the different colours mean on the item lines and how this will affect the process.
Single Order
These items are on a single purchase order and the system has found this for you, the order number will also show in the "Order" column.
- When you click on [Receive] you will get an "Item Summary" that shows the total of received items. Once this has been checked click [OK].
- You will then get a "History Notes" box asking you to enter a note relevant to the order.
 | We generally recommend that you enter the delivery note number here. |
- The system will then print a delivery note and labels for the items (if your system is configured to do so).
Multiple
These items are on more than one order and the system will ask you to specify which orders the items you are booking in are related to
- When you click the [Receive] button you will get a selection box with 2 options.
Allocate
- This will pop up a box called "Item Allocation". Here you will be able to enter amounts in the "Received" column.
| There is a "Received" and "Unallocated" section at the top, once you have allocated the quantity received the "Unallocated" field should show '0.00'. |
- When you click on [Done] you will get an "Item Summary" that shows the total of received items. Once this has been checked click [OK].
- You will then get a "History Notes" box asking you to enter a note relevant to the order.
| We generally recommend that you enter the delivery note number here. |
- The system will then print a delivery note and labels for the items (if your system is configured to do so).
Receive
This option will Receive in any Green items and will follow the process in the section above and will leave the Yellow and Red items so the [Allocate] Button can be used
Cancel
This simply cancels in case you have pressed [Receive] by mistake
No Orders
These items are ones that for some reason are not on an order at all on the system.
Press[Receive] Next you will again get the same [Allocate], [Receive] and [Cancel] choices as in the steps above.
- Click [Allocate] this will bring up a "Purchase Order Search".
- If you cannot find the required order then press <Esc>.
- You will then get a "No Order Chosen" box where the system will ask you 'No Order was chosen to add to. A new basic order will be created. Confirm to continue' and will ask to click either [Yes], [No] or [Cancel]
Yes
- Here you will get an "Item Summary" that shows the total of received items. Once this had been checked click [OK].
- You will then get a "History Notes" box asking you to enter a note relevant to the order.
| We generally recommend that you enter the delivery note number here. |
- The system will then print a delivery note and labels for the items (if your system is configured to do so).
No
Will take you back to the "Purchase Order Search" screen to look for the order again
Cancel
This simply cancels in case you have pressed [Allocate] by mistake
See also
- How do I Check the Invoice against the Order
- Linking a Supplier Barcode to a Stock Item
- How do I configure a USB barcode scanner for workshop use?
- How do I change my barcode scanner configuration?
- How do I delete spaces from barcodes?
