Using the Receipt of Goods Interface

Objective

Maestro*MOBILE's Receipt of Goods interface offers the means to perform the receipt of goods delivered to your company as well as record the quantities received, following a stock order from catalogue created in maestro*.

Mobile users can create new receipt of goods, or view preexisting ones created by themselves or other mobile members of the same user group.

 

Prerequisites

In maestro*

• Security Management maestro* > Maintenance > General Maintenance > Processing > Security Management: give users access to the Receipt of Goods interface;
• Stock Order from Catalogue maestro* > Purchasing > Purchasing > Purchase Order > Purchase Order from Catalogue: have active transferred orders;
• Have a standard mobile licence.

 

Summary

To access a specific section of the document, click the links below:

• Add a Receipt of Goods
• Complete a Receipt of Goods in Progress
• Enter the Receipt of Goods' Information
  • Use the Bar Code Scanner to Enter Quantities
  • Record the Quantity of Serial Number Managed Items Received
• Consult a Completed Receipt of Goods

 

Steps

Add a Receipt of Goods

1. Firstly, select the Receipt of Goods interface from the maestro*MOBILE menu.
2. Press the +Add a Receipt of Goods.
3. Enter the P.O. and extension number (if applicable).
4. Press the + Create a Receipt of Goods.

When pressing + Create a Receipt of Goods, maestro*MOBILE performs a series of validations in the background: P.O. Number: if this number is invalid, a message will let you know. Order Status: a message will be displayed if the order has not been transferred. Preexisting Receipt of Goods: If a receipt of goods is already in progress for an order and the Allow only one non transferred transaction for each order placed condition maestro* > General > Settings > Purchasing > Receipt of Goods is checked, a message will appear and the receipt of goods in progress will be displayed on the screen. If this configuration is not checked, a new receipt of goods will be created for this order.

5. Enter the receipt of goods' information.

Click on the icon in the upper right corner of the screen to display the order's information (requester, date, delivery address, etc.).

 

Complete a Receipt of Goods in Progress

1. Display the In Progress tab, in the Receipt of Goods page.
2. Select the desired receipt of goods.
3. If needed, use the search field to find a receipt of goods. We can search by order number, receipt date, counter number or shipping number.
4. If needed, sort the list by receipt date (ascending or descending).
5. The receipt of goods' information page is displayed.
6. Enter the receipt of goods' information.

 

Enter the Receipt of Goods' Information

The order number, supplier name, requester, and buyer are displayed at the top of the window. This information comes from the stock order from catalogue. Click on the icon in the upper right corner of the screen to display the order's information.

1. Enter the delivery number, as indicated on the slip handed in by the delivery man.
2. Pick the date on which the receipt of goods is performed.
3. Indicate the real delivery date Mandatory if this configuration is activated (maestro* > General Settings > Purchasing > Receipt of Goods).

It is frequent for the receipt of goods to be performed a few days following the real delivery date. For example, an order is received on a Monday but its reception can only be performed on the Wednesday. It can therefore be useful to keep this information on record.

4. If needed, add a photo and/or document to the receipt of goods.
5. Record the quantities received Depending on the configurations, it is possible to accept or refuse an excess of items received (maestro* > General Settings > Purchasing > Receipt of Goods > Action to take when Receiving) for each order item, either in Inventory or Supplier mode.

Warning! The Inventory and Supplier fields are displayed when the screen is large enough. However, only one of the fields is displayed if the screen isn't large enough; use the switch to go from one mode to the other.

6. Check the Display comment lines box to show the comments linked to the items to be received.
7. If needed, add an item to the receipt of goods by pressing on + Add an Item.
   1. Select a catalogue item or press on Add a Non-Catalogue Item.
   2. If needed, indicate the location and site.
   3. Indicate a receipt of goods mode (Inventory or Supplier) and the unit price.
   4. Select a project, an activity, and a group.
   5. If applicable, indicate the service call number.
   6. Press on Save.

We can also add an item by scanning its barcode.

8. Enter the quantities received for each item.
9. If the receipt of goods is finished, press on Complete.

Since all data is saved automatically, it is possible to leave the receipt of goods and come back to it later. You will find the receipt of goods in the In Progress tab (view the previous step).

No changes will be possible after completing the receipt of goods.

 

Use the Bar Code Scanner to Enter Quantities

1. Press + Bar Code item.
2. Using a bar code scanner, scan the item's bar code.
   The cursor will automatically be placed in the item field.
3. Enter the item quantity.
4. Proceed with the reception of the order items.

Record the Quantity of Serial Number Managed Items Received

If an item is managed using a serial number Configured in the "Catalogue Management" option, "Units" section, "Item Management Mode field" = "Serial Number" value. maestro* > Purchasing > Maintenance > Catalogue > Catalogue Management, the Received field is greyed and no quantity can be entered.

1. Press on the Serial Number icon .
2. In the Manage serial numbers page, press + Add Serial No.
3. Enter the serial number in the newly appeared field.
4. Repeat until all serial numbers have been entered.
5. Press Save.
6. Back in the receipt of goods, we can note that the Received field has been updated.
7. Proceed with the reception of order items.

 

Consult a Completed Receipt of Goods

1. Display the Completed tab, in the Receipt of Goods page.
2. If needed, use the search field to find a receipt of goods. The search can be performed by order number, receipt date, counter number, or delivery number.
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4. Press on the desired receipt of goods to consult it.

It is not possible to modify a completed receipt of goods. However, it is possible to add documents and/or photos to a completed receipt of goods. View the Documents and Photos topic to find out about all the features of this tool.

 

Last modification: août 06, 2024