Extra Goods Received: Difference between revisions

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(Created page with "''Menu: Purchase | Extra Goods Received..'' ==Introduction== * Extra Goods received is usually used by businesses where Invoices are issued before Goods Received. * You would...")
 
 
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* You would need a Invoice -> DO module in order to issue Extra Goods Received Note.
* You would need a Invoice -> DO module in order to issue Extra Goods Received Note.


[[File:egr-browse.png|800px|center]]
[[File:egr-browse.png|center]]
 
 


==Extra Goods Received - Entry==
==Extra Goods Received - Entry==
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*After saving your extra goods received, you can preview your report.  Press the preview icon to preview your report
*After saving your extra goods received, you can preview your report.  Press the preview icon to preview your report
* You can  print, export your report, or send it to your customer via WhatsApp.  
* You can  print, export your report, or send it to your customer via WhatsApp.  
[[File:egr-report.png|800px|center]]
[[File:egr-report.png|center]]


== How to send report via WhatsApp==
== How to send report via WhatsApp==

Latest revision as of 06:34, 16 July 2021

Menu: Purchase | Extra Goods Received..

Introduction

  • Extra Goods received is usually used by businesses where Invoices are issued before Goods Received.
  • You would need a Invoice -> DO module in order to issue Extra Goods Received Note.
Egr-browse.png

Extra Goods Received - Entry

1. Click on New button.
2. See the New Extra Goods Received entry form screenshot below.
Egr-new.png


3. Select the Supplier Code. You direct key-in and search by either supplier code or name.
  • press the TAB button on your keyboard to shift the search method. The highlighted column indicates the search by column
Egr-shift.png
4. Select the Item Codes, key in the quantity and price.
Egr-save.png

Transfer From

  • You can transfer your existing Purchase invoice or Cash Purchase
  • All you have to do is RIGH-CLICK at the "Extra Goods Received" title
Egr-transfer.png


Extra Goods Received-More: Project

  • There are 2 types of project you need to be take note.
  1. Document Project
  2. Detail Project
  • For document project, you need to point to MORE section (on the left side bar).
  • For detail project, you have to insert the project column out from Field Chooser.
Egr-project.png


Extra Goods Received - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

Egr-attach.png
1. Go to the left of the screen and click "Attachment"
2. Click the small black arrow at the red plus icon
3. select File , and choose the file form your computer that you want to attach

Extra Goods Received - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.
Egr-note.png


Extra Goods Received - Report

  • After saving your extra goods received, you can preview your report. Press the preview icon to preview your report
  • You can print, export your report, or send it to your customer via WhatsApp.
Egr-report.png

How to send report via WhatsApp

Egr-whatsapp.png

A QR code will appear on the screen. Scan the QR code with your WhatsApp's WhatsappWeb function

See also