Receiving Goods to Warehouses

Overview

Goods receipt documents are registered for advanced warehouses. If you do not use advanced warehouse management, goods receipt will be registered by the vendor invoice.

Goods Receipt Settings

Before you register goods receipts, set up the following:
  1. Go to Master data and settings > Warehouse and delivery.
  2. Under Register receipt of goods, specify when you will register the fact of receiving goods:
  3. After order registration. You can register a goods receipt based on the purchase order.
  4. After invoice registration. You can register a goods receipt based on the vendor invoice.
Note: You can override this setting in the contract with your vendor.
Receipt settings.png

Registering Goods Receipts

To create a goods receipt document:
  1. Go to Warehouse and delivery > Receipt.
  2. Specify the Warehouse.
  3. Select your order and click Create note. If the order is not in the list, make sure its status is Confirmed.
  4. In the Goods receipt, check the populated details and make the necessary changes.
  5. If statuses are not used, Post the document. The goods will be received to the warehouse.
  6. If statuses are used (the Enable goods receipt statuses checkbox for goods receipt notes on the Warehouse management parameters tab of your warehouse), set the To receive status.
  7. Once the goods are received, set the Processing is required status for the document.
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Verifying Goods Accepted

As soon as goods are accepted, manages start the goods verification procedures. They unpack the cargo units, recount the quantities, and then check the condition and quality of the goods.
When you post a checked and verified document, the stock in the warehouse increases. Usually, after this, shipping and transport documentation is signed and issued to the driver to leave the warehouse receiving area.
  1. Go to Warehouse and delivery > Receipt.
  2. Select a Warehouse.
  3. Find the Goods receipt with the Processing is required status and open it.
  4. Go to the Goods tab and click Verify.
  5. In the Goods quantity check form, scan the label of the Item or enter it manually.
  6. Fill the actual Quantity, or Weight, or Volume.
  7. Scan the label of the Packing list, or enter it manually.
  8. Open the checking form of the packing list, scan the label of the Item, or enter it manually.
  9. Fill the actual Quantity, or Weight, or Volume.
  10. Click Finish packing list check and then click Finish check.
  11. In the next page, assess discrepancies identified, select relevant Action, and click Finish check.
  • To accept more goods than in the purchase order, click Accept everything without check to transfer actual data to the Goods receipt and update it.
  • To accept goods with actual quantity (less than in the purchase order), click Accept everything without check to transfer actual data to the Goods receipt and update it.
  • To accept goods with quality change, click Change quality to enter information about nonconforming goods.
12. In the Goods receipt document, go to the Goods tab, click By goods view mode.
13. Select the line, click Specify batch.
14. In the Goods batch registration form, enter the batch number.
15. Select Accepted status.
16. Post the document.
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Сhecking Storage Capacity

  1. Go to Warehouse and delivery > Warehouse reports and click Put-away – Bin location.
  2. Select a Warehouse and click Settings.
  3. Select the Display occupancy of receiving and shipping areas checkbox and click Close and generate.
  4. In the Put-away – Bin location report, find the bins related to the storage and receiving areas.
  5. In the Storage bin volume and the Bin carrying capacity columns, check the actual occupation.
Bin fulness.png

Checking Inbound Shipping Requirements

  1. Go to Warehouse and delivery > Warehouse reports and click Goods receipt.
  2. Select a Warehouse, specify the Period, and click Generate.
  3. Check the list of inbound shipping for the specified date and shipping information, such as Sender, Item name, and Unit of measure.
  4. Check the Receipt quantity – Remain to receive, Weight – Remain to receive, and Volume – Remain to receive columns.
Goods receipt report.png

Putting Goods to Storage Bins

If the Use for storage of remaining products option is selected for your warehouse/wareroom, you need an extra document to put the goods in storage bins. Otherwise, skip this step.
To create a put-away task:
  1. Go to Warehouse and delivery > Receipt.
  2. Select the Warehouse and go to the Put into storage bins tab.
  3. Review the list of goods in the receiving area. Select line(s) and click Create Put-away task > OK. The system will automatically analyze the put-away rules specified and create a new Intra-warehouse transfer document.
  4. In the Intra-warehouse transfer document, go to the Main tab.
  5. Verify the fields copied from the Goods receipt and correct them if necessary.
  6. Go to the Put-away list tab and review the storage bins filled in automatically. To fill them manually, do any of the following:
  • Select line(s), click Storage bin > Fill in selected lines and choose the storage bins to apply it for the selected lines.
  • Select line(s), click Storage bin > Select by put-away rules to fill them automatically.
7. Set document status to In progress and select the Assignee.
8. Click Print > Intra-warehouse transfer task print form. Provide the printed instructions to the assignee.
9. Wait for the assignee to move the goods to storage bins and set the Fully completed status.
10. Post the document.
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