Overview
As soon as we received the shipment notification from the sender with information about the item and quantity delivered, packing lists numbers, barcodes, the goods receipt process must be initiated.
The packing list contains information about the items and their quantities contained in one package. Upon acceptance, the storekeeper accepts only the packing lists, without opening the packaging and counting the goods.
The goods receipt document is designed to manage activities related to the receiving of goods. The document is typically created with reference to a purchase order, contract, customer return, production stage, processing order, or transfer order.
As a result, requests for goods receipt are created.
Video guide
Create requests for goods receipt flowchart
Paths
| Path | Warehouse and delivery → Warehouse management → Receipt |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.InboundWarehouseMangement
|
| In-app link RU code |
e1cib/app/Обработка.УправлениеПоступлением
|
| Path | Warehouse and delivery → Warehouse management → Packing lists |
|---|---|
| In-app link EN code |
e1cib/list/Document.PackingList
|
| In-app link RU code |
e1cib/list/Документ.УпаковочныйЛист
|
How to register inbound packing lists
1. Go to Warehouse and delivery, then click Receipt under Warehouse management.
2. In the Goods receipt at warehouse workplace, select and open the reference document.
3. In the document, then click Generate → Packing list.
4. In the Packing lists document, view Items, Variant, Unit of measure, Quantity.
4. Select Inbound, specify Code number, and Save it.
Note
Alternative way of filling:
Go to Warehouse and delivery, then click Packing lists under Warehouse management, click Create.
In the Packing lists document, select By cargo view mode, click Add.
Select Items, Variant, Unit of measure, Quantity.
Select Inbound, specify Code number, and Save it.
How to create requests for goods receipt
1. Go to Warehouse and delivery, then click Receipt under Warehouse management.
Note
The receipt of goods can be initiated with the reference to the documents, such as:
- Purchase order
- Request for return of goods from customer
- Production stage
- Contracts
To use a contract for regular deliveries from verified vendors without registering purchase orders:
- Open the Contracts with vendors card, click the AR/AP settings tab.
- In the Goods receipt registration is available field, select the Under the current contract (including without documents) check box.
2. In the Goods receipt at warehouse workplace, select a Warehouse.
3. Select a Date of receipt.
4. Select reference documents, click Create note.
Note
The system will automatically:
- Create a new Goods receipt note document.
- Fill it based on the information from the reference document.
5. In the Goods receipt document, set the To receive status.
6. Post the document.