How to Book in Equipment from a Purchase Order
Assuming a Purchase Order has been created for Equipment, you can book in the goods once received.
Go to the Purchase Order you are booking goods in for and click the ‘Book In’ button on the bottom of the order.
A new Good Received Note (GRN) record is generated, pre-populated with the Equipment from the Purchase Order that are still outstanding.
On this record, you can amend the date of the Receipt (it defaults to Today’s date).
Against each Equipment line, enter the Serial Number and/or Meter Readings. The Serial Number will update the Equipment records automatically.
You can update any costs if they differ from the prices against the original order. Update any Carriage costs on this screen as necessary.
On the ‘Other Details’ tab there is a field to record any Carrier information if required. Any Carriage costs can be apportioned onto the costs of the Parts.
Once you are happy that the GRN matches the goods you are intending to book in, simply click the ‘Book In’ button on the GRN.