Adding a new document¶
How to add a new inbound document¶
- Go to Documents → Inbound
- Press the Add button
On the next page you have to fill in the document details. The goods receipt add page has three sections to fill in:
General information¶
This section contains two fields with general information about the receipt: the supplier and the warehouse.
- Supplier — enter the name of the supplier or select it from the dropdown list. Mandatory field.
- Warehouse — select the warehouse into which the products will be delivered. Mandatory field.
Validation information¶
This section contains several fields and a toggle regarding the validation of the receipt: Date, External reference, Packaging type, Quantity and the Requires validation toggle.
- Date — enter the document date.
- External reference — enter the external reference of the document.
- Packaging type — enter the packaging type of the received goods (optional).
- Quantity — enter the total quantity (for example the number of packages/pallets) from the document (optional).
- Requires validation — if you enable it, the document will be sent to the mobile terminal in the warehouse to be validated. Otherwise, you can validate the document directly in BackOffice.
Additional information¶
This section contains a single field with additional information about the receipt. It is not mandatory.
- Comment — add a comment about the receipt to identify it more easily.
Info
If you have the purchase orders feature enabled, in this section there also appears a table from which you can link one or more purchase orders to the receipt.
After you fill in all the mandatory fields and the ones you want, press Add to create the receipt or Cancel to cancel the entry.
After you press Add, you are redirected to the next page — the receipt's products page — where you will add the products and their quantities.