Receiving Items into stock
| IMPORTANT: Check that the physical delivery has the correct number of boxes /are in good condition before signing for them. If damaged sign as 'damaged', take pictures and advise the Purchasing Supervisor. |
- Open the parcel, check contents, quantity and part number against the delivery note. Advise the Purchasing Supervisor if there isn't a delivery note.
- Click Purchases.
- Select Purchase Orders.
- Click the Purchase Order tab or Purchase Order Lines.
- Enter the Order No. or any other detail if not listed to find the correct order.
- Click on the correct Purchase Order number.
- Make a note on the delivery note of any routing instructions from the notes on Unity
| IMPORTANT: If there is a discrepancy, record on the delivery note and advise the Purchasing Supervisor. |
- Circle the Racelogic part number, quantity, purchase order number and delivery note number on the delivery note. If RL part no. is not shown write it on the DN line.
- Click the blue Receive Items button.
Receive Goods Modal
- Enter the Delivery note number - this is a required field. If there is no delivery note number use the date.
- The date time defaults to the date received in, click in the box to enter a different date.
- Click into each stock line box and enter the quantity actually received. If the order has duplicate lines book in the earliest date.
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IMPORTANT: If the item requires a serial number this will be shown in red Make sure you enter the correct quantity against the correct stock line - check with your Manager if you are not sure. Remember to receive in delivery and general information lines if applicable (eg. bank charges) when they have the same date as the lines being booked in. |
- Click Submit.
- If a serial number is required click the green serial number box. A serial number is only required if the stock code item contains a tick for serial numbers.
Select or Add Serial Numbers Modal
- Click in the Serial Number Box.
- Key in the serial number or use the bar code reader to enter the serial number.
- Click return.
- Click Submit. You can see the serial numbers added on the Serial Number Tab.
- Write the location on the delivery note.
- Sign the delivery note and place in the 'delivery notes complete' tray.
- Put stock away in the correct locations, if location is prefixed with #, place goods on hold shelf and affix testing label for inspection.
- Work can be checked by viewing the History/Notes section.
| IMPORTANT: Put parts away in sealed boxes/bags where possible. Add part number, quantity, purchase order number and date to the product to aid with' first in first out' storage. Put away to the right and pick from the left. |
