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📄🎥 Creating & Posting a Manual Stock Receipt

This article outlines how to Create and Post a Manual Receipt in BackOffice. 

Overview

When receiving Product for which no Purchase Order exists, a Manual Receipt will need to be created & posted.

Manual Receipts can be entered quickly and easily in BackOffice and also via SmartPOS, however, this article will cover the steps for completing this procedure in BackOffice.

 

Prerequisites 

  • To access, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Purchasing & Receiving: "Create / Edit Purchase Orders" Flag
      • Purchasing & Receiving: "Post Purchase Orders" Flag

 

Step-By-Step Guide

  • After running BackOffice and logging in, follow the steps below to create and post a Manual Receipt: 
    1. From the Stock Control menu, select Purchasing and Receiving
    2. Click on the Manual Receipt button in the header section
    3. Highlight the required Supplier, and click on the Select Supplier button
    4. Select either Blank Receipt or Copy an Existing; in this example, the Blank Receipt option is being selected
      • Note: This Next step will only occur only when the flag option called Prompt for Existing P.O & Receipt is enabled within Supplier Maintenance for the selected Supplier
    5. In the Manual Receipt Menu, enter the Invoice Number then select the Add New Item button
    6. Search and Highlight the Product/s to be added, and click the Select Product button
    7. Enter the number of Cases or Units being received, check that the automated prices are correct and adjust if required
    8.  Click on the OK button
      • If more than one (1) Product was added, steps 7-8 will be repeated until all products are added
    9.  Enter the Total Ex Tax amount from the invoice (this is the total excluding GST only)
    10.  Enter the Invoice Total, GST, Total and any other fields required
    11. Select the POST RECEIPT button

 

 

Video Walkthrough