Add a goods receipt (Projects/Order management)

You can add a goods receipt based on a purchase order or a goods receipt without a corresponding purchase order.

• If you use the purchase process via Profit Order management, you can record the Project number and/or the Project phase in the entry layouts. You must configure this first.

Goods receipt based on a purchase order

You can base a goods receipt on a purchase order by selecting the corresponding purchase order. This creates a link between the purchase order line and the goods receipt line.

You can also collect multiple purchase orders, in whole or in part, in a new goods receipt.

To add a receipt based on a purchase order:

1. Go to: Order Management / Purchase process / Purchase order.
2. Select the purchase order.
3. Click on the action:Create receipt.
4. If multiple entry layouts are available then select an entry layout.

   You now see the entry layout.

5. Select the purchase contact.

   Profit automatically enters the purchase order in Corresponding order and enters the Project (if you have added this field to the entry layout and have specified the Project in the purchase order).

   Profit enters the goods receipt automatically:

   

   Initially, at the bottom of the Stock tab you see that the quantity is still set to On order.

6. Tab through the line and select it again.

   You now see that on the Stock tab the quantity in stock has been entered.

7. Click on: Finish.

   Profit now changes the stock for all articles in the goods receipt; they are no longer On order but instead are In stock. You can now deliver the sales orders that have been waiting for this order.

Add a goods receipt without a purchase order

You can add a new goods receipt without a corresponding purchase order. By adding a goods receipt, you are entering the stock of the items it contains.

Goods receipt without a purchase order:

1. Go to: Order Management / Purchase process / Receipt.
2. Click on: New.
3. If multiple entry layouts are available then select an entry layout.

   You now see the entry layout.

4. Select the purchase contact.
5. Complete the remaining fields.
6. Enter the receipt of the articles.
7. Click on: Finish.

   Profit now modifies the stock for the articles; they are In stock. You can now deliver the sales orders that have been waiting for this order.