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Booking Goods In

Booking goods in is the core inbound process: you create a receipt, receive the goods, confirm receipt tasks, and then put the products away into their storage locations.
1

Create a goods receipt

On the left-hand menu, click Goods In then Receipts. Click +New to open a new receipt screen.
2

Enter receipt details

Complete the following fields in the top section:
  • Reference: Product reference for the receipt
  • Expected Date of Receipt: Date and time of expected delivery
  • Account: Select the vendor account
  • Warehouse: Choose the warehouse linked to the vendor
  • GI Type: Select Goods In or Return
  • Supplier: Choose the supplier
  • Carrier: Select the carrier
  • Goods In Bay: Choose the goods-in bay
3

Add product details

In the Lines section, enter the product information:
  • Product: Select from the dropdown
  • Storage Unit: Auto-filled based on the product’s unit type
  • Quantity: Expected quantity
  • Storage Unit Quantity: Number of pallets
  • Storage Unit Reference: Optional reference
  • SBD (Sell By Date): If applicable
  • Batch: Batch number if required
Click Save when all details are entered.
4

Receive the goods

After saving, the receipt status changes to Pending. Click the Receive button to mark the goods as received. The status updates to Received.
5

Confirm the receipt

In the Receive tab, confirm each line by clicking Confirm, or use the Confirm All Receive Tasks button to confirm everything at once.
You must confirm all tasks to fully process the goods. Unconfirmed tasks will leave the receipt incomplete.
6

Put away the goods

Go to the Put Away tab. Confirm each line individually or use Confirm All Put Away Tasks. Once all tasks are confirmed, the receipt status changes to Completed.
Can I amend the receipt after saving?Yes. You can make changes to the receipt before confirming the tasks.What is the putaway task?The putaway task confirms that goods have been placed in their correct storage location within the warehouse.Can I cancel a receipt after creating it?Yes. Click the Cancel button before confirming the receive tasks. See Cancel a Receipt for details.What if the quantity received differs from what was expected?Adjust the quantity in the receipt lines before confirming the receipt tasks to reflect the actual amount received.