The process to record receiving inwards goods.
Overview
When goods you have ordered are received from your supplier, you need to record that they have arrived at your warehouse and also match your Purchase Order to the Supplier's Delivery Note to check if all the items have been received.
Where the received goods relate to a Sales Order for a specific customer, you can send an SMS message to your customer to advise that their order has arrived at your warehouse.
Receive Goods In
- Start at Payables > Receive Goods in.
- Select your Purchase Order for the goods you are handling.
- Enter the Supplier's Delivery Note number.
Received-in Goods tab
In the lower part of the screen, in the Received-in goods tab, you can see the details of your Purchase Order. In the Received today field, enter the actual number of items received for each line of the PO and click Save.
This will then display the Received in Stock list that you can print if you wish.
When the Goods have been marked as Received in, the Payable invoice can now be processed. Refer to Guide to Approve Payable Invoice Workflow, Credits and Disputed amounts to read about this process.
View Delivery Notes tab and sending an SMS
On the View Delivery Notes tab, you can see a summary of the order. Also, without selecting a PO, you can search for recent delivery notes from all suppliers by Keyword, by Purchase Order, by Branch, Supplier, Stock, or in the advanced search, by date range. You can also enter a number of POs to search for, and select to search for Uninvoiced only. The maximum number to be displayed is 50.
To view or edit the details of any Delivery Note, you can click on the Delivery Note No field for that line to bring up the Edit Delivery Note screen. You can also view the full Delivery Note by clicking the View eye icon on the right hand side of the line.
You can view the Purchase Order by a single click on the PO number, or view the Packing Slip by a single click on the Packing Slip number for that line.
Send SMS for a specific Delivery Note
Where you are using the feature to Send text messages from Lentune using Bulletin, you can send a text to the customer that the order was for. Click the Send SMS link on the right hand side of that line to bring up the New Text SMS window. Now select the person and mobile number, type in your message and click Send. Here you can select the person and mobile phone to send a message to. A default message will say Goods for S/O- nnnn for <Receivable name> have arrived. You can edit this message if you wish.
Send SMS to anyone
If the order was not for a particular customer, you will not see the Send SMS link for that Delivery Note line. However, if you would like to send a one-off text message to someone, click the More button at the top of the screen and select Send SMS. Then enter the details for Person, Mobile number and message and click Send.
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