When goods arrive they need to be receipted on the inwards good record. Inwards goods records are created by supplier as follows:

  1. Go to Inwards Goods
  2. Click on the New button to create a new inwards good record 
  3. Enter a Reference for this receipt
  4. Enter the receipt date 
  5. Enter transport vehicle company and registration. (see voice to text for more information)
  6. Perform visual inspection, taking any notes.(see voice to text for more information)
  7. If any corrective actions are required they can be recorded in the corrective action field. For more serious issues a non conformance may be generated on the line. (see voice to text for more information)
  8. Click the button 'Save' to update details
  9. Add a new receipt line:
    1. Inventory Line
      1. Click on the Edit button for the inwards good line row in the list  
      2. If using locations, enter the location to receipt the stock into.
      3. Enter the compliance information - best before, batch number, used by, temperature,  e-cert (varies by supplier and product), label check, packaging check
      4. Enter the delivered quantity (This may or may not match the requested qty if using requests)
      5. Enter the unit of measure (UOM) being receipted. Note: if you wish to use a UOM different to the stocked UOM then make sure you have set up packaging and unit conversions on the raw material. 
      6. Enter the total line cost (if the Allow Inwards Goods Line Cost Entry setting is switched on in Settings --> Account Settings). Note, if cost is not entered then the cost specified on the raw material will be used. 
      7. Enter a comment if required. (see voice to text for more information)
    2. Misc Line
      1. Enter description of product being receipted.
      2. Enter a reference for line if needed. 
      3. Perform a packaging check and record outcome.
      4. Enter the delivered quantity 
      5. Enter the unit of measure (UOM) being receipted.  
      6. Enter the total line cost if applicable.
      7. Enter a comment if required. (see voice to text for more information)
    3. When everything has been checked, the inwards good record should be posted.


Adjusting Inwards Good Line Cost

The cost of an inwards good line can be adjusted after it has been posted, if you have the 'Inwards Goods Manager' role.

Go to the line and click on the padlock to unlock the line cost. Update the cost, adding a comment if required. Click the 'Save' button to save the new cost to the inwards good line.



Care should be take when changing the line cost. If batches have already consumed the inventory that was brought in by the line then the batch cost should also be recalculated from the batch.

Notes:

- If inwards goods record doesn't exist a new record can be created.

- If an inwards good line doesn't exist it can be created.

- When an inwards good line record is posted the stock will be available in inventory.

- If you are using a supported mobile device you can take photos of goods during receipt as supporting evidence.