Receiving a delivery

In order to receive a delivery, it is necessary to select a confirmed WM- document (marked with a down arrow) on the list and click the button [Take Receipt].

[Take Receipt] button
The delivery receipt process can be handled for WM- documents which:

  • Have the status Confirmed
  • Have no associated WM+ document
  • Originate from the POS workstation or the ERP system
  • Have the target warehouse specified as a warehouse available for WM-/WM+ documents within a center to which the POS workstation is assigned
Delivery receipt form

On the receipt form of a WM- document, it is necessary to enter delivery items using one of the following options:

In contrast to the form of a new WM- document, the delivery receipt form contains the following columns on the document item list:

  • No.
  • Name
  • Quantity from Document
  • Quantity Received
  • Item Code (hidden by default)

If an entered item has been received with a quantity consistent with a value displayed in the column Quantity from Document, such an item is marked in green. In the case of a shortage or surplus, the item is marked in red (in the Quantity Received column).

Note
For operators having no permissions to the preview of WM- documents (granted in the ERP system), the column Quantity from Document is not displayed.

Below the list of document items, the application presents information on:

  • Sum of item quantities from a document
  • Sum of received item quantities

The lower part of the document window contains the following buttons:

  • [Confirm] – it confirms the document, generating a receiving and delivery report (RDR) and a confirmed WM+ document
  • [Park] – it saves the document as unconfirmed for further processing
  • [Print]

The preview of a receiving and delivery report (for consistencies and inconsistencies in a delivery receipt) is analogous to the receipt form of a WM- document.

RDR document preview

On the list of warehouse documents, it is possible to cancel a RDR document.

If the parameter Automatically generate WM- for remaining items is active, before a WM- created in the ERP system is confirmed on the POS workstation, the system verifies whether a released quantity is equal to the quantity from the retrieved document. If these quantities are different, the user may:

  • Create a new WM- document for differences between the WM- retrieved from the headquarters and the actual quantity in the WM- document
  • Abandon the creation of another WM- document
Note
The function Automatically generate WM- for remaining items may be activated in the ERP system.
Example
An XYZ store is awaiting the delivery of a new collection from the headquarters. On the day of the delivery, the operator selects the tile [Warehouse Documents] on the POS workstation and narrows the list down with the use of the filter Document Status: To Receive. After finding a relevant document, the operator selects the button [Take Receipt] and scans item codes with a barcode scanner as the delivery is being received. Afterwards, the user makes sure that all document items are marked in green (i.e. that there are no discrepancies between expected and actual delivery quantities). If so, it is not necessary to check quantities again, and the operator may confirm the document by selecting [Confirm]. As a result, a receiving and delivery report is printed.

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