Manage incoming orders

HomeDocumentationManage incoming orders

Create an order acceptance procedure

2 views /  0 like /   admin/

The functionality for create an order-receipt taskThe K inventory fleet management application makes it easy to track the status of complete or partial orders received, based on suppliers’ item catalogs.

 

 

This feature is only available on the Web version.

 

An order reception task can be created from two different modules:

  • Interventions
  • Orders (the receiving operation will be automatically associated with the order)

 

CREATION OF A RECEPTION FROM ORDERS

1. In the left-hand menu, click on the icon Commands order

 

2. Go to Order managementclick on the modify icon Edit

 

3. In the Interventionstab, click on the

 

CREATION OF A RECEPTION FROM INTERVENTIONS

1. In the left-hand menu, click on the icon Interventions intervention

 

2. Click on Create an intervention Create an intervention

 

3. Click on Order receipt Order reception

 

Interventions are based on a principle of tasks that you can assign to a user or group of users:

  • Only the assigned account or group can perform and validate a task
  • Tasks must be assigned to ensure that the intervention is carried out correctly
  • Some tasks are optional and can be removed from the intervention, such as the task Import references to be received
  • By default, the first task is assigned to the person who created the intervention.

4. Complete the information on the Create an order receipt :

  • The title of the intervention
  • Start date
  • End date

 

Configuring an order receipt on K inventory inventory management software

Fields of intervention creation

 

An order can be created in one of two ways:

  • With import file, to list identifiers and barcodes of items to be received
  • Without an import file, item identifiers and barcodes will be filled in at the receiving stage.

 

5. To assign tasks to users or user groups, click on Assign tothen click on the down arrow

 

A disabled account will not appear in the list of users and groups that can be assigned to a task.

Assign operators to tasks in the K inventory management application

Selecting the account assigned to the task

 

6. To carry out an order reception without an item import file, uncheck the check box Import references to receive Import of references to be received

 

7. Save your changes with the Save

 

Receive an order on K inventory management software

Result of creating an order receipt with file

 

8. Click on the task to enter general information about the receiving operation, Items to be received or click on the icon Three points and then on the button Open

 

9. In Destination perimeterselect the location to receive the material

  • Destination perimeter
  • Order (order associated with intervention)
  • Supplier
  • Order date

 

If the job was created in the Orders modulemodule, the Order, Supplier and fields. Order date will already be filled in.

Manage order receipts on K inventory software

Order information

 

10. Go to List of items to be acceptedclick on the item lines you wish to receive and, if necessary, modify the quantities of one or more items in the case of partial acceptance.

 

Select items to be received on K inventory online inventory management software

Item selection and quantities

 

If not all items or quantities have been received, another receiving task can be created and linked to the order to finalize receipt of all items.

 

11. Save your changes with the Save

 

PREPARATION OF RECEPTION PROCEDURE WITH IMPORT FILE

12. In the Manage an order receipt, open the task Import references to be received by clicking on the Three points icon and then on theOpen

 

13. To download the file template, click on the K inventory template file

 

14. Enter the information for the references to be received by completing the mandatory fields in the file.

 

Receive orders automatically on the K inventory online inventory management application

Import file format for receiving material

 

15. Drag file into frame Drag the file to be imported or click here from the solution or click on the add a file icon to select the file

 

Once the file has been integrated, the solution automatically displays the Data validationtab, indicating whether errors have been detected or whether all lines can be inserted. If an error occurs, click on Return to previous step.

 

Check orders on the K inventory online application

Audit result

 

It is not possible to create duplicate Equipment references (identifier and barcode). If one of the lines in your file duplicates an item already in the database, or if the information is incorrect, all the lines in the file will be rejected. You will need to make these changes before importing your file again.

 

16. To validate the import of the new references into the database, click on the button Save

 

17. To view imported information, in the Order receipt managementpage, click on the Attachments then on the imported file

 

Order results on K inventory softwareReceiving data import file

 

To continue browsing, here are a few articles related to this page: