Merlin Sales Orders & Jobs
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Receiving Goods In against Merlin Purchase Orders.
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From the HOME Screen, click Button 6 Receive GOODS IN. That will take you to the screen shown.
What you see here is a list of your Open Purchase Orders. Select and click the PO from which you have accepted goods that you wish to Receive Into Stock.
This takes you to Step 2.
What you now see is the List of Items on this PO. Select an Item on the list that you wish to book-in and click it.
This takes you to Step 3.
What you now see is the Goods In Control Panel.
Here you see the PO details: the Quantity Ordered and the Stock Unit, (e.g. Item, Metre, Litre), the Balance Due against this PO (there may have been a previous partial or short delivery) and the Delivery Due date. At the top right you will see the Schedule grid. This will list any outstanding Scheduled Deliveries and Call-offs against this PO.
In the Receive Goods into Stock Panel you will see the Balance Due figure, and three buttons, only one of which is currently active, the Click Here to START RECEIPT of Goods In for this Item. Do Just!
This takes you to Step 4.
First, check the quantity received. Note, the other two buttons have now become active. If you have received the entire balance of the PO, just Click to CONFIRM RECEIPT. If you have received a short (or over) delivery, change the Quantity to Receive in Stock figure to the actual number delivered before proceeding as above.
If you wish to back-out for any reason, click the CANCEL RECEIPT button.
Next, proceed to Step 5.
You will be asked to confirm the quantity received. If you forgot to check, or think you entered an incorrect quantity, click the No button and you will be taken back to the previous step. Otherwise, click Yes. If you have received a short-delivery, you will be asked if the Balance is to Follow? If Yes, the PO Item Line will be kept open and the Balance Due updated.
If you received an over delivery, you will be asked if you want to accept this. Maybe you got the Pack Quantity wrong? Maybe the Supplier just made a mistake, in which case you can use the Reject Goods module later to return the excess items, if the Supplier wishes to have them back.
Next, proceed to Step 6.
If you have received the entire Balance Due or accepted a short-delivery and answered NO to Balance to Follow? the PO Line Item will have been Closed, and the screen will now look like this, with the Goods In Panel buttons inactive.
If, on the other hand, you received a short-delivery and answered YES to Balance to Follow? the Line Item will remain active, because there is still an outstanding balance.
Now click the Purchase Order Detail tab to select other line items on this PO for which a delivery might also have been received, and click to open the Purchase Order Line Item detail tab for this item, and repeat as above.
Click the Open Purchase Orders tab if you have deliveries to enter for another PO, or if you are all done, click EXIT FORM.
Any Questions? Please contact us on the Merlin HelpDesk.
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