How to receive a PO , create inventory items and adjust stock levels
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Support Staff

Created Jan 27, 2023

How to receive a PO , create inventory items and adjust stock levels

Workflow for receipt of goods and materials in RanFab

15
1

Click on Receive PO in the Purchase Orders section

Click on Receive PO in the Purchase Orders section
    1

192.168.1.191

2 Steps
2

Enter or paste in the PO number you wish to receive

Enter or paste in the PO number you wish to receive
3

The logged in user details and timestamp are pre-filled

The logged in user details and timestamp are pre-filled
    1

192.168.1.191

11 Steps
4

Click on Continue

Click on Continue
5

A new tab opens with the corresponding purchase order

A new tab opens with the corresponding purchase order
6

If you are receiving a partial delivery, enter the received quantity for the product

If you are receiving a partial delivery, enter the received quantity for the product
7

Click on Save Changes

Click on Save Changes
8

Note that the PO Status changed to Partially Received

Note that the PO Status changed to Partially Received
9

Click on Fully Received if the entire order has arrived

Click on Fully Received if the entire order has arrived
10

Note the update of the PO Status

Note the update of the PO Status
11

Material Certificate

If available, a material certificate or any other electronic data can be attached to each product received. This document will then be associated with all the future components manufactured from this product batch

Material Certificate
12

Upload Certificate

Upload Certificate
13

Record a Docket or Heat Nr

Click inside the Docket No field for the corresponding product and record any traceability data you need for each product.

Record a Docket or Heat Nr
14

Type "HeatNR"

Type "HeatNR"
    1

192.168.1.191

3 Steps
15

Click on Save Changes

Click on Save Changes
16

Click on Create Inventory Items

Inventory Items, ready for jobs allocations can be automatically create from here

Click on Create Inventory Items
17

Click on Yes when prompted to do so

Click on Yes when prompted to do so
    1

192.168.1.191

5 Steps
18

Inventory Items are now created and can be accessed

Inventory Items are now created and can be accessed
19

Adjust stock / stocktake

Open the inventory item you wish to adjust the stock levels for

Adjust stock / stocktake
20

Adjust Stock

Enter positive or negative numbers inside the Stocktake field

Adjust Stock
21

Click on Save

Click on Save
22

Stock has been adjusted

Stock has been adjusted
Well done!
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