Receiving Stock - Revision history

Nick: /* Part A - Confirm Purchase Order Item Details */

2023-02-04T05:58:36Z

Part A - Confirm Purchase Order Item Details

← Older revision		Revision as of 05:58, 4 February 2023
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	* Tap on an item to receive it		* Tap on an item to receive it
	* When the first item is received, a consignment is automatically created which will have the items received added to it (a purchase order may arrive in several consignments)		* When the first item is received, a consignment is automatically created which will have the items received added to it (a purchase order may arrive in several consignments)
			[[File:Receivlas screenshot 2.png\|frameless\|912x912px]]
	~~=====~~ [[File:Receivlas screenshot 2.png\|frameless\|912x912px]] ~~=====~~

	===== Part A - Confirm Purchase Order Item Details =====		===== Part A - Confirm Purchase Order Item Details =====

2023-02-04T05:52:12Z

Receiving a Purchase Order

@@ Line 20: / Line 20: @@
 [[File:Issue stock.png|frameless|607x607px]]
-==== Mobile ====
+=== Receiving a Purchase Order (recommended way is via Mobile to take advantage of photo records) ===
 ==== Desktop ====
@@ Line 29: / Line 27: @@
 * Select a Purchase Order to receive from the list on the left side. The items on that order (Purchase Order Items) are displayed in a list of the right side of the screen
 * Select the items to receive, then press the Receive Items button at the bottom of the list
 [[File:Desktop_receive_PO_items.png|frameless|1340x1340px]]
 ==== Mobile ====

2023-02-04T05:12:06Z

Desktop

← Older revision		Revision as of 05:12, 4 February 2023
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	* Select a Purchase Order to receive from the list on the left side. The items on that order (Purchase Order Items) are displayed in a list of the right side of the screen		* Select a Purchase Order to receive from the list on the left side. The items on that order (Purchase Order Items) are displayed in a list of the right side of the screen
	* Select the items to receive, then press the Receive Items button at the bottom of the list		* Select the items to receive, then press the Receive Items button at the bottom of the list
			[[File:Desktop_receive_PO_items.png\|frameless\|1340x1340px]]

	~~[[File:Desktop receive PO items.png\|left\|frameless\|1340x1340px]]~~		==== Mobile ====

2023-02-04T05:11:20Z

Desktop

← Older revision		Revision as of 05:11, 4 February 2023
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	==== Desktop ====		==== Desktop ====

			* Go to Accounts → Purchase Orders
			* Select a Purchase Order to receive from the list on the left side. The items on that order (Purchase Order Items) are displayed in a list of the right side of the screen
			* Select the items to receive, then press the Receive Items button at the bottom of the list

	~~==== Mobile ====~~		[[File:Desktop receive PO items.png\|left\|frameless\|1340x1340px]]

2023-02-03T09:18:03Z

← Older revision		Revision as of 09:18, 3 February 2023
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	* Receiving directly to a Stock Location		* Receiving directly to a Stock Location
	* Receiving a Purchase Order		* Receiving a Purchase Order
	**The advantage to receiving a Purchase Order is that the data history can be traced further back and links stock movements to an order, instead of existing in isolation		**The advantage to receiving a Purchase Order is that the data history can be traced further back and links stock movements to an order, instead of them existing in isolation

	=== Receiving Directly to a Location ===		=== Receiving Directly to a Location ===

2023-02-03T09:09:51Z

Desktop

← Older revision		Revision as of 09:09, 3 February 2023
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	* Receiving directly to a Stock Location		* Receiving directly to a Stock Location
	* Receiving a Purchase Order		* Receiving a Purchase Order
			**The advantage to receiving a Purchase Order is that the data history can be traced further back and links stock movements to an order, instead of existing in isolation

	=== Receiving Directly to a Location ===		=== Receiving Directly to a Location ===
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	==== Desktop ====		==== Desktop ====


	==== Mobile ====		==== Mobile ====

2023-02-03T09:06:25Z

Desktop

← Older revision		Revision as of 09:06, 3 February 2023
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	* Choose a stock location to receive items to. The current holdings (stock) is displayed on the right hand side of the screen		* Choose a stock location to receive items to. The current holdings (stock) is displayed on the right hand side of the screen

	[[File:Stock locations.png\|frameless\|~~1198x1198px~~]]		[[File:Stock locations.png\|frameless\|899x899px]]

	* Click the green Receive button [[File:Receive button.png\|frameless]]		* Click the green Receive button [[File:Receive button.png\|frameless]]
	* Fill in details such as Quantity, Employee, Job and Notes as required and press OK. The transaction will now be reflected in Stock Movements		* Fill in details such as Quantity, Employee, Job and Notes as required and press OK. The transaction will now be reflected in Stock Movements

	[[File:Issue stock.png\|frameless\|~~694x694px~~]]		[[File:Issue stock.png\|frameless\|607x607px]]

	==== Mobile ====		==== Mobile ====

2023-02-03T09:05:45Z

Desktop

← Older revision		Revision as of 09:05, 3 February 2023
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	==== Desktop ====		==== Desktop ====

			* Navigate to Product Management → Stock Locations
			* Choose a stock location to receive items to. The current holdings (stock) is displayed on the right hand side of the screen

			[[File:Stock locations.png\|frameless\|1198x1198px]]

			* Click the green Receive button [[File:Receive button.png\|frameless]]
			* Fill in details such as Quantity, Employee, Job and Notes as required and press OK. The transaction will now be reflected in Stock Movements

			[[File:Issue stock.png\|frameless\|694x694px]]

	==== Mobile ====		==== Mobile ====

2023-02-03T08:40:37Z

← Older revision		Revision as of 08:40, 3 February 2023
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	=== Overview ===		=== Overview ===
	PRS ~~allows~~		There are two main ways to receive stock on PRS

			* Receiving directly to a Stock Location
			* Receiving a Purchase Order

	=== Receiving Directly to a Location ===		=== Receiving Directly to a Location ===

2023-02-03T08:39:29Z

Overview

← Older revision		Revision as of 08:39, 3 February 2023
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	=== Overview ===		=== Overview ===
			PRS allows

	=== Receiving Directly to a Location ===		=== Receiving Directly to a Location ===