It is logical that to receive a Stock Code into store, the Stock Code must exist in PFIM – if not create the Stock Item.

Receiving Goods can be processed in 3 methods.

1. Under SUPPLIERS – This process updates the Supplier Account Balance and Increase Stock on Hand

a) select RECEIVE GOODS

b) select your Supplier

c) enter the Reference Number supplied by Supplier – this will usually be the Supplier Invoice number

d) Enter the Date of that Supplier Invoice

e) Click on the tab : GOODS RECEIVED

f) Select the STOCK CODE and enter QTY RECEIVED and COST PRICE

g) Press ENTER button to move to the next column

h) Press enter until the TOTALS at the bottom appears

j) If the TOTAL is the same as the Value on the invoice Click the GREEN ARROW to accept/update

 

2. If you want to only Receive Goods and not update Supplier Account Balance then use RECEIPTS under the STOCK column

a) here stock can be received as returns from a JOB or CUSTOMER, but the default will be SUPPLIER

b) Enter the correct Date and Reference Number

c) Click on green arrow next to SOURCE to select your Supplier

d) Enter the Reference Number and press Enter – this will create a Grid line
Grid lines can be added or deleted using the blocks at the top with the green and red markings – green for add and red for delete

e) Double click in the blank space under Stock Code will allow you to select the Stock item

d) Enter all details and press enter to move from one column to the next

f) click on GREEN ARROW to accept

 

3. Another way of Receiving Goods back into stock is by processing a CUSTOMER CREDIT NOTE
a) Under the CUSTOMER column click Credit Note

b) Select the Customer and enter all relevant data

c) Click on CREDIT NOTE BODY tab

d) Select Stock Item and enter all relevant data (same as if processing a customer Invoice)

e) Once done click on the GREEN Arrow to accept/update – this will decrease your Customer Account Balance and increase your Stock on Hand figure