To create new receiver click "New Receiving" on the main form or button "New" on the Item Receipts list form.
In the field Number you must enter the Item Receipt number or use the default. This field is a alphanumeric field. You can enter letters and numbers. The system will automatically increment the number each time you create a new Receiver or you will enter them manually. Each Item Receipt has unique number and the system will not allow to enter two identical numbers.
You must select a vendor name from drop down list. You can add new vendor using row <Add new>.
Bill to and Ship to
Program fills these fields automatically from Vendor and Company info. And you can edit the address on which you usually receive products.
You must select a date from the calendar which will appear after click on the field "Date".
Salesperson and Payment Term
Text will appear in this fields from Vendors Form "Payment Term" and "Salesperson". If you don't accept this text simply type a new content .
You can enter here any additional information concerning given receiver.
Click the button "Product". This will display a list of existing products. Click the button "New" to add a new product or service. Enter a unique Product Code, Invoice and Receiver Description, Cost, List and Sale Price on the Product Form. Update the check boxes to reflect if taxes are normally applied to sales of this product. If you wish to use this product as non-stock or non-depleting also check the boxes. Finally, click the OK button on the Product Form and "Select" button( or double-click on the product row) on the Product List Form. The Receiver Form will be displayed with new item on the Receiver Items box. On the Receiver Items box, edit the Quantity, Unit Price and the description if necessary. You can also change the Taxable status for the item on this invoice. Click the Save button. Note that the line item now appears in the grid and costs, discount, sales taxes, totals and balance due have automatically been calculated. Click the "New Item" button to add additional items to the Receiver. Note that you can now select product from Products List or click the "New" button to define an additional product.
You can simply type Product Code in the Receiver Item and press Enter. If this product code exists, GoInSy automatically will fill fields "Description", "Unit Price" and "Tax". If this product code doesn't exist, you must enter description, unit price, quantity, tax and after clicking "Save" button system add this product in the Product List.
Besides, you can use any bar code reader that is translated and entered directly into the keyboard buffer as regular text.
You have a possibility to find any product in the big receiving list using button "Find".
You can delete an unnecessary item if establish on it the pointer and click the button "Delete".
If you have several locations or warehouses you can set the checkbox "Location" in the Options Form and indicate the location for each receiving item. If you purchase goods specially for the Customer Job set column Customer and select Customer:Job for this items. And finally you may indicate warranty date in the column "Warranty".
Discount rate and Discount
If your vendor uses a discount, you can enter discount rate or discount amount in this field.
The system automatically compute discount through significance of the discount rate (percent). If discount rate is equal zero, you can manually enter significance of the discount.
Enter shipping charges in this field from vendors invoice.
The system allows to use two kinds of the taxes. The taxes can calculate automatically as significance tax rate(percent) from the sum of the Receiver (with shipping or without). Only taxable products are used in calculation. If the account of the tax doesn't submit to automation, it can be entered manually. Update the check boxes "Calc.Tax" if taxes are automatically settled up through tax rate. If you expect the tax with allowance shipping establish the check box "Tax Shipping". You can place options of account of the second tax with the help of forms "Receiver Options" which is called by clicking of the "Option" button.
The Comment field allows you to enter any Receiver comments.
Here you can enter due received date. You must select a date from the calendar which appear after click on this field.
Here you can do a note about a condition of this Receiver. The Receiver may be printed, sent by E-mail or Receiver creation may be not completed yet. The content of this field is not printed.
The field"Group" are used for classification of the Receivers. You can sort and apply a filter by "Group" in the Receivers list and reports. The content of this field is not printed.
You may indicate location for delivery all goods.
The Golden Inventory is multi-currencies system. You can select any currency for new Item Receipt using drop down list Currency. If you want add a new currency use left menu Lists-Currencies. You have to enter a current exchange rate in appropriate field.
You can select status of your Item Receipt : "Approved" for existing receiving,"Waiting" for planned transaction and "Canceled".
Calls the Vendors List form for choice of the vendor.
Click the "New Item" button to add additional items to the Receiver.
Calls the Products List form for choice of the product.
You may find any product amongst already entered items.
You can delete an unnecessary item if you establish the pointer on it and click the button "Delete".
You can insert a row between existing rows.
You can use hot keys for fast luanch of the functions: F2- New Item, F4- Products, change field "Tax" and increase Quantity,F7- Find.
You can look through the list of all payments under this Receiver after clicking on this button. Immediately from this list of payments you can enter new payment or edit already made payments under this Receiver. Total sum of payments is visible to the right of this button.
When you click the button " Receiver Options " you can change any caption of the Receiving Item Receipt to prohibit from printing some fields, to select a logo of your company and set up a mode of the calculate taxes. This Options form allows to adjust the printed form in any kind, appropriate for you. The options are saved to the following new Item Receipt.
It is an Editor for Item Receipt template. You can create any receiving list template using mouse and toolbar buttons. You should click on the toolbar buttons "Line","Frame","Image", "Text" or "Data" and paint with mouse this elements. You can use right mouse button and menu items. You should save template in .dtm file after edit. You may create several template for each document (for example packing list for invoice). Before printing you should select Template from drop down list.
Use this button to print the Item Receipt
It is very useful function for data exchange with your main office or vendors. For instance, you have solved to return some goods on main warehouse. You create back order using Receiving Receipt form and indicating negative quantity for each item.
You save your receipt in XML file. Then you ship the products and send this file to your main office via email or ftp server or on floppy disk or using flash device. Main Inventory System load this file and automatically will create invoice with negative quantity of products and increase stocks on the main warehouse. You exclude the manual entering from your work.
Load XML vendor Invoice
You can receive a Invoice from your main office or vendor in the Golden Inventory XML files You can easy transform it into Receiving Receipt using this button.
Any modifications made in the Receiver are made in the POrder will be saved only in case if you click this button.
This button closes the Receiver form. If you want to save all modifications made in the form before closing the form, necessarily click "Save" button . If you want to leave without saving, safely click on this button.
You can execute any command not only by clicking on an appropriate button but also by selecting Item of the Form Menu
Columns in detail section:
You can show and hide different columns using Options form.
Use this field for tracking received products with different serial numbers. You have to create separate row for each serial number.
System keeps serials and will offer their when you will be create invoices.
You can track receiving of products with limited time of keeping, food or medication. Select date for each product from calendar. System will offer this expirations date if you create invoice with these products. You will be able to control expired products on your warehouses using Expiration report .
You can define location for each item in one Item Receipt if you receive products for several warehouses. Set check box Location in detail section at the Options form. You will be able select location for each row.
Use this column if you receive items specially for certain customer or job.