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Trace: • sales • comsignment-return • notify-alarm • transfer-in • purchase-request
erp-manual:cloud:fgwarehouse:receipt-consignment

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erp-manual:cloud:fgwarehouse:receipt-consignment [2024/04/20 06:12]
Varun Nagrecha 		erp-manual:cloud:fgwarehouse:receipt-consignment [2024/04/26 19:42] (current)
Varun Nagrecha
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  ====== Create New Receipt Consignment ======  ====== Create New Receipt Consignment ======
 +
 +
 + ===== Overview =====
 +  * Receive finished goods from vendor and record it in the system for inventory.
 +
 +
  
  ===== Start =====  ===== Start =====
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:fgwarehouse:receiptheaderview.png?400}}
  
 **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
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     * **Incharge User**: This is the person who wants the item, by default system will set the name of the person creating the receipt.     * **Incharge User**: This is the person who wants the item, by default system will set the name of the person creating the receipt.
     * **Comments**: Any comments that will help make the purchase.     * **Comments**: Any comments that will help make the purchase.
 +
 +{{popup>erp-manual:cloud:fgwarehouse:receiptheaderedit.png?400}}
  
 **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
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     * Click **+ button directly**, this will **open search screen** for users to search and select the item to add.     * Click **+ button directly**, this will **open search screen** for users to search and select the item to add.
  
 +{{popup>erp-manual:cloud:fgwarehouse:receiptlineitemview.png?400}}
  
 **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details:
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     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
  
 +{{popup>erp-manual:cloud:fgwarehouse:receiptlineitemedit.png?400}}
  
 Repeat the Step 1 and 2 for each item to be added in the Line Item Repeat the Step 1 and 2 for each item to be added in the Line Item
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     * Payment date, Credit Days, Payment Terms and Mode of Payment     * Payment date, Credit Days, Payment Terms and Mode of Payment
     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
 +
 +{{popup>erp-manual:cloud:fgwarehouse:receiptpaymentterms.png?400}}
  
  
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   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
   * Status of the document   * Status of the document
 +
 +{{popup>erp-manual:cloud:fgwarehouse:receiptsummary.png?400}}
  
  
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 Users can select the file to attach or drag and drop the file on the popup Users can select the file to attach or drag and drop the file on the popup
 +
 +{{popup>erp-manual:cloud:attachment.png?300}}
  
 **Step 2:** Click confirm to close the popup **Step 2:** Click confirm to close the popup
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 To add comment click on Add button and provide the comment in the popup. To add comment click on Add button and provide the comment in the popup.
 +
 +{{popup>erp-manual:cloud:comments.png?300}}
  
 Note: User can edit only their own comment, eg: User A cannot change comment of User B Note: User can edit only their own comment, eg: User A cannot change comment of User B
erp-manual/cloud/fgwarehouse/receipt-consignment.1713593520.txt.gz · Last modified: 2024/04/20 06:12 by Varun Nagrecha

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