Inbound delivery notes

An inbound delivery note can be created by the customer or received by the customer because the linked supplier has closed an outbound document.

Add an Inbound delivery notes

1. This type of documents can be created by clicking: Documents > New documents > Inbound.

2. Fill the form with data.

   Fields	Description
   Document type	The default value can be set in Company setting > Default Document type. It's a free text.
   Document date	Vendor's delivery date.
   Document number	Usually, the vendor's shipping note number.

3. Click on Save. Then, a new page will appear and there you can add Kanban cards to the document.

4. Click on the purple box Set kanban "Full" and scan the card with the barcode scanner.

   The card status will be set to “Full” and the card will be added to the document. In the table below the green box, you have a preview of the outbound delivery note.

   

   To declare the cards as Full, it's necessary that the kanban cards satisfy the following requisites:

   • The customer of the kanban cards inside the document has to be the same;
   • A card can be inserted only once and on a single document;

5. Click on the Close document button on top of the page to see a summary page of the document.

6. Then, to close the document, click on the Close the document button. When the document is closed, it's not possible to modify (add or delete rows) or delete it anymore.

Print the cards of the document

For any document it's possible to print its entire content with the button highligthed in blue as shown in the image below or just one or more rows, by clicking on the relative icon to the right of the rows in question as highligthed in red.

Delete the cards of the document

For documents in "open" status it is possible to remove one or more rows from the document with the button highlighted in the figure below.

Receive an Inbound delivery notes

1. To receive documents can be found in active documents page, to get it click in order: Documents > Documents list > Active documents.

2. Then to see to open a document click on the relative Receive document image button of the row (like the one highlighted in the image below).

Receive the entire delivery note

Open the delivery note and accept the entire conten with the green tick on the top right of the table.

Receive part of the delivery note

If not all cards of the delivery note have been received, only some cards can be put in Full status. To do this, select the green tick in the row, as shown in the image below.

It is possible to declare as Full and receive goods by scanning the barcode in the appropriate section above.

N.B.: if a card that is included in a document is set Full via declaration or through the board, the relative document row closes (Received).

Reject part of the delivery note

It is possible to reject rows that the supplier has included in the document by selecting the red cross in the row.

N.B.: the cards of the rejected rows remain in "In transit" status. The supplier will be able to reinsert the rejected cards on a new Outbound document.