Purchase Order Good Received can be recorded from SFDC.
Purchase Orders must first be created (and authorised, if using authorisation) in the main Sage 200 program.
To record goods received, press the Stock Control button from the main menu. Then press the Received Goods button to view eligible Purchase Orders.
Goods received can be recorded with or without the use of a barcode scanner.
Using A Barcode Scanner
Note: You can either scan the barcode directly using a traditional handheld barcode scanner, or you can scan it via your device’s camera. To scan via the camera, click on the camera icon. A camera preview window will be displayed, and once a barcode is present within that window, it will be scanned automatically.
From the Confirm Goods Received screen:
- With the scan box selected, or using the camera icon, scan the Purchase Order number to identify the order being received. Program the scanner to add automatically a carriage return, or hit the Enter button on the device after scanning.
- Enter or scan a reference for the GRN – this is mandatory, the receipt cannot be saved unless something is entered.
- From the list of items outstanding on the order, select the scan box, or via the camera icon, then scan the Item Code being received.
- Enter the Received Qty. If required, change the receiving location and overwrite the default setting for Quarantine, which determines whether the received goods must be inspected.
- If the item is traceable, the traceable numbers must also be recorded. If the item is set to use automatic number generation the traceable number will be automatically populated. If not, select the Serial No or Batch No field and enter or scan the traceable number. For batch traceable items, also enter the Quantity received. Enter any other required details, such as Sell By date, Use By date.
- To set any attributes if needed or required, tick the box to the left of the batch or serial number, then press Attributes.
- Press Save to record the line quantity to receive. Before saving a receipt for traceable items, the Batch/Serial quantity entered total must match the Total quantity (which is the Received Qty entered at the top).
- Repeat for further lines until all received goods have been recorded against the order.
- Press Receive to complete the Goods Received entry.
then on the screen that opens enter the counted quantity in the Actual Qty field. Press the Save button to save the entry.
Manual Selection And Entry
Goods received can be entered without use of a barcode scanner, by manually selecting the order to receive.
The Search bar above the list can be used to find the order to receive. Search on either the Order Number, Order Date or Supplier Name. The list will be paged if there are more than 10 results to display. Use the page numbers, Next and Previous to page through the results.
Then select the order to receive and press Receive.
Entering goods received directly into the item list:
- From the list find the item to be received, using the Search bar to help if required, then enter the received quantity in the Qty Received field. Use the up and down arrows to adjust the expected quantity, or type the number, then select another field.
- If any Alerts have been setup for the item to appear on the Goods Received screen, they will be displayed.
- If the item is traceable, the traceable numbers must also be recorded. If the item is set to use automatic number generation the traceable number will be automatically populated. If not, select the Serial No or Batch No field and enter the traceable number. For batch traceable items, also enter the Quantity received. Enter any other required details, such as Sell By date, Use By date.
- To set any attributes if needed or required, tick the box to the left of the batch or serial number, then press Attributes.
- Press Save to record the line quantity to receive. Before saving a receipt for traceable items, the Batch/Serial quantity entered total must match the Total quantity (which is the Received Qty entered on the previous screen).
- Repeat for further lines until all received goods have been recorded against the order.
- Press Receive to complete the Goods Received entry.
