Navigate to Inventory >Inventory Receiving & Delivery. These sections allow you to see your inventory docket codes, supplier names, inventory value, tax amounts, and total payments that have been made. The toggle button on the top right opens an adjacent window so when you select a document, you can create tasks and reminders in the side menu that appears.
Inventory Receiving allows you to Manage Deliveries. You can see a summary page with delivery docket information and you can export this data at any time or search through using the search bar. To create an inventory Receiving Voucher, select the Delivery Docket button and then choose the details from a Purchase order, select the buyer, associate this with a project if desired, then enter in the requestor and deliverer. Then ensure the supplier name is filled from the PO, ensure the dates meet your needs, enter the type, select the department, warehouse, and expiry date, then use the Select Item dropdown to add items to the receiving voucher, then use the checkmark beside the added line item to add the item to the voucher. Then Save your data.
Inventory Delivery allows you to Manage Inventory Deliveries. On this summary page, you can export your inventory delivery docket or search through the data at any time using the search bar. You can manually change the delivery status by selecting the 3 dots beside the status to update it. If you hover over a document you will see the options to view or edit the details. To create a Delivery Voucher you can select the Export Slip button. From there you will select the appropriate invoice, the department, requestor, dates, customer name, receiver, project if applicable, type warehouse, and salesperson. Then you will use the Select Item drop-down to select items to add below. To add the line item, select the checkmark. To delete an added line, select the red “x” beside the line. Once done, you can Save, or Save & Send Requests.