You can find the Receipts Overview in the Receipts section of the Goods In menu. The
Click the icon that looks like a flowchart to open the Receipts Overview window.
Receipts Overview
Search Criteria
The Search Criteria is a group of fields provided at the top of the Receipts Overview window to filter the entries and find the one you’re looking for easily.
Pre-Advice Entry
If you click this tab, you will see a list of all the pre-advices that have been created and saved in the system.
When you click any of the pre-advice lines, the details of the product included in this pre-advice will display at the bottom.
Booking Entered
All the bookings made by the warehouse staff on behalf of the customer will be listed here. Same as the Pre-advice entry tab, you will be able to see the pre-advice details of the product at the bottom when you click each line.
These details include the Booking Date and Time, Arrived and Departed Date and Time of the vehicle.
pre-advices, at all stages of the receipt process (prior to completion), are displayed to give managers an overview of what is currently being dealt with.
In addition to showing the pre-advices it shows the items currently on the pre-advice at the time of looking at the information. Simply click on the pre-advice to display the lines in the lower panel.
Tab | |
|---|---|
Pre-advice Entry | A external pre-advice without a booking |
Internal pre-advice entry | An internal pre-advice which will not obtain a booking |
Booking Entered | A booking has been entered for a pre-advice |
Arrived - On Site | The vehicle has arrived and booking is marked as ARRIVED |
The additional tabs below may only really be sensibly achievable where you are using Vision FLEX within the warehouse for the operators as these stages are part of the FLEX workflow but you can achieve them if using the the main system but they are not mandatory and may involve additional work which is not necessary for quieter operations. | |
Put Away Confirmed | This means that either the goods have been put in their location and marked on flex or the warehouse have used the Confirmation tab and selected Confirm put away. |
Admin Receipting | The pre-advice has been marked as complete and currently in the middle of the final admin stages |
| Tip |
|---|
Internal or External pre-advices are determined by the Delivery Type field on the pre-advice |
Receipts Overview
Search Criteria
The Search Criteria is a group of fields provided at the top of the Receipts Overview window to easily filter the entries and find the one you’re looking for.