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Overview
Goods receipts are primarily used to "receive" materials into stock. Goods receipts are used for documenting and confirming the receipt of goods or materials into inventory, ensuring accurate records and supporting various processes within the ERP. They u...
Cancel goods receipt: fixed assets
This action requires the "cancel goods receipt" permissions. At times, fixed assets that were already received and booked, need to be reassigned to a different asset. On these occasions, the old goods receipt must not be deleted, but instead "Canceled" To...
Delete goods receipt
This action requires the "delete goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods receipt need to be canceled first. Goods receipt with no stock transactions...
Cancel goods receipt
This action requires the "cancel goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled". When canceling a goods receipt, make sure that it is the receipt...
Create new goods receipt
This action requires the "update work order" and "create goods receipt" permissions. New goods receipts are not created with a "create" form. Instead, creation of goods receipts is done from the work order's details page. To create a goods receipt, open a w...
Update existing goods receipt
This action requires the "update goods receipt" permission. Goods receipts should generally not be updated, because they serve as a critical record for stock inventory, procurement, and financial processes. Altering them can compromise data integrity and dis...
Overview
Goods transfers provide an easy way to transfer products (goods) between warehouses and warehouse locations within the ERP. Goods transfers allow users to quickly and efficiently perform movements of inventory, ensuring accurate tracking of stock and maintai...
Create new goods transfer
Update existing goods transfer
Goods transfers should generally not be edited/updated, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels. Descriptions of goods transfers can be changed, but all othe...
Delete goods transfer
Goods transfers can be deleted by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods transfers need to be canceled first. Goods transfers with no stoc...
Cancel goods transfer
Goods transfers can be canceled by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled". When canceling a goods transfer, make sure that it is...
Overview
Create new goods writeoff
Update existing goods writeoff
Delete goods writeoff
Updating booking date on goods writeoffs
This can only be done by users with permission to update goods writeoffs. To update booking date on goods writeoff, click the "calendar" icon in the "booking date" field. A calendar will appear, that provides an easy way to set a new date. Once the booking...
Create new goods rebook
Update existing goods rebook
Overview
Warehouse locations in the ERP represent locations around the company, from actual warehouses and offices to employee's desks. Every employee has their own location, that is used to show that items on that warehouse location are in that employee's possession....
Overview
Warehouses are used to represent larger in-company locations (eg. material storage...), that are split into warehouse locations, where goods (products, materials, equipment... ) are moved after being received , transferred or written-off. Warehouses are used ...