Goods-in can be booked in without the use of a purchase order. This can be done via the RetailVista ERP backoffice, or via RetailVista Mobile.
In this document we describe how it is done via RetailVista ERP backoffice.
Select the module 'Received products'.
Select 'Cancel' if the searchscreen appears.
Select 'New'.
Assign a bookmark by clicking on the 'plus' sign next to it.
Choose a name which is logical to you. With the bookmark you are able to track back a received products action fast.
Select the supplier name.
Select the received product scenario (multiple scenario's can be created/added).
Fill in the Supplier reference.
At the 'Misc. info', you are able to fill in a small text about the delivery.
Select Next
In the screen which appears you can fill in the received goods, in this example on supplier Weber.
Select the 'Add received product' button.
Scan the physical barcode or fill in the supplier order code. (or make use of the search glass)
Fill in the packinglist amount + the warehouse amount (= amount of items which where delivered).
If you want to continue adding products select the left icon on the bottom (save & add).
If you are done adding products to this bookmark, select the midde icon on the bottom (save).
Once completed with booking a supplier/delivery in you would need to do the following to complete this bookmark & process the items to stock.
Select 'Process warehousecounts'.
Click on "OK".
Click on "No".
A message will appear that the received goods are processed.
Close that screen
On tab 'General' we need to change the status of this bookmark / goods-in to 'Closed'. Use the 'edit' icon to change this status.
Use the 'Save' icon to save the status change.
Now the bookmark /goods in has been closed. For everyone it is clear that the bookmark has been finished. Sometimes the bookmark keeps status “New”, because you are still in contact with the supplier about the delivery or something of the received products needs to be sorted out. It is necessary to change the status of the received products. When you are looking for a bookmark you are only working with the “Open” received products, so it will be more easy to find the bookmark you are looking for.
As a test, just to double check if this went fine, go to product maintenance and look-up one of the products you have received/booked in.
Within the product card, select 'Product statistics'.
After that select the 'Stock modification' tab.
You should see a 'ReceivedProducts' line here with the changes you have made (the receiving goods).
