Options when receiving items
  • 04 Oct 2023
  • 3 Minutes to read
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Options when receiving items

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Article summary

When goods are received, several possibilities appear in the window that appears. We explain what these do!

Goods receipt selection

When you choose to receive the goods you will get a window with some choices: 

  1. Move completed orders to
    This allows you to automatically move orders that become complete as a result of goods receipt.
    I.e. orders waiting for goods related to this purchase. Here you can choose to keep the default order status, override order status, or remove markup so orders don't move.
  2. Update product button
    If the product receives available stock as a result of the receipt of the goods, you can choose to update the type of button on the product in the same process.
    For example, the product is sold out and the button is "Contact us", upon receipt the product receives available stock and the button can be changed to "Buy".
  3. Enable disabled/hidden products
    Products/variants that are deactivated/hidden and receive available inventory as a result of receipt are automatically given a status of "Active" if this option is enabled.
    Read more aboutskjule varianter
  4. Update the price of the product
    If activated, the price on the product card will be updated with the price on the purchase order.
  5. Update the cost price in currency of the product
    If the product has a different cost price on the purchase than on the product card, this choice will overwrite the cost price of the product card.
    Applies to "Extended Vendor Support"
  6. Update the exchange rate of the product
    If the purchase order has a different exchange rate than on the product card, this option will update the exchange rate on the product card.
    Applies to "Extended Vendor Support"
  7. Update the sales price incl. VAT on the product card
    Updates the sales price incl. VAT on the product. If the product has variants with an additional price, the surcharge itself will remain untouched.
  8. Summary
    Displays the date of receipt, the number of items, and the sum received.
  9. Receiveitems
    CTA for receiving the selected items.

 

Receiving items associated with orders

If an item is ordered from the supplier as a result of overselling, the order will automatically be moved to the desired order status when the item is received and the order is complete. 

  • The end customer places an order for a product that is not in stock
  • The product gets the tag "Purchase order" and automatically adds itself to purchases
  • The purchase order is sent to the vendor
  • The goods are delivered to the warehouse and purchase orders are received
  • The order above is now complete and then moved to optional order status for further processing
Select!

Only complete orders are moved to the new order status. I.e. when all the goods on the order are in stock and can be delivered.


Overview after goods receipt

After you have made a goods receipt, you will get a window confirming that the goods receipt is successful, as well as two tabs showing complete orders and updating orders.

You can also print out a report of the reception you just did.
The report contains info about purchase order, vendor, date of receipt and columns product, remainder, quantity received and location of the item. 

  1. Complete orders:
    Overview of all orders that were completed as a result of the goods receipt. These orders have been moved to new order status, as mentioned above.
  2. Updated orders:
    These are orders that have been updated as a result of the receipt of goods, but which are still missing one or more goods and thus are not complete.
  3. Reception report
    The "Print Report" button allows you to print a report showing all items on the recent receipt.
    The report includes information about purchase order, vendor, date, and the following columns:
    •Product
    •Remainder
    •Received
    •Location
  4. Close window
    Closes the window and exits goods receipt.

 




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