Overview

Once goods are picked up from the customer, the company registers it in the system.

Data on goods received at the warehouse is received from the warehouse management system if this system is used for such operations.

Otherwise, data on the recount of goods is recorded outside the system manually and then entered into the system.

As a result of this process, goods are picked up from the customer.

Pick up goods from customers flowchart

How to pick up goods from customers

Pick up goods from the customer.

How to record goods picked up from customers

Paths

From workplace

1. Go to Sales and then click Process goods returns under Sales management.

2. Set a Company and a Warehouse.

3. Select Pending creation in the Sales adjustments filter.

4. Review the list of references.

5. Select the line and click Register by goods receipt to copy data from warehouse management.

Paths

From list

1. Go to Sales and then click Sales documents (all) under Sales management.

2. Click the Create → Consignment pick-up / VMI pick-up.

How to fill header data

1. In the Uninvoiced receipt document, click the Main tab.

2. Select the VMI pick-up / Consignment pick-up / Return from external subcontracting company in the Business transaction field.

3. Select the Consignee / Customer / Subcontractor, Company, Counterparty, Contract, Terms of sales, and Warehouse.

4. Click the More tab.

5. Enter a Reference number and a Date according to the original document.

6. Select the Incoming document name and enter the Date of receipt.

7. Fill other required fields.

How to fill line item data

1. Click the Goods tab.

2. Review the lines filled automatically.

3. Make the necessary changes in data.

How to post the document

Post the document.