Goods in: Create and import goods ins
With goods in in Lagersystem, you can easily and quickly receive goods and update stock levels based on the quantity you receive from your supplier. You can create goods ins in advance, so they are ready to be received with a handheld terminal as soon as the items arrive.
Lagersystem automatically retrieves purchase orders for goods in if your webshop and/or accounting system supports it. If it doesn't, you have the option to import or create goods ins manually.
In this article, you can read about the following options for creating goods ins:
- Automatic creation of goods ins
- Import of goods ins
- Manual creation of goods ins (manual and ad hoc goods in)
Automatic creation of goods ins
If your webshop or accounting system supports it, Lagersystem automatically creates purchase orders from the system as goods ins in Lagersystem.
Once purchase orders have been imported into Lagersystem, they will be ready and waiting under Warehouse -> Goods in.
If you can see your purchase orders as goods ins, the next step is to release them for receiving, so they are ready by the time the order arrives at the warehouse and is ready to be received.
If you can't see any goods ins in the overview, you have the option to import goods ins directly into Lagersystem. Read more below.
Import of goods ins
To import a goods in (this could, for example, be a purchase order as an Excel spreadsheet that you want to load), go to Warehouse -> Goods in in Lagersystem.
At the top of the page, click Import goods in.
Select your import file and click Upload.
The file must, as a minimum, contain a column with the item number and a column with the quantity to be received. In addition, you can also import item name, barcode, supplier item number, and cost and sales price. The file type must be CSV or standard Excel format.
Once you have uploaded the file, you must give the goods in a reference, for example an order number, so that you can find the goods in later. You can also add a supplier and an internal note.
Next, you'll see an overview of the first lines in the file you imported. Here you must tell Lagersystem what content the different columns contain. You do this by selecting the correct data in the dropdown menus above each column.
You must, as a minimum, specify item number and quantity. Once these are selected, you can skip the rest if your file contains many other pieces of information.
You can also choose to "skip" loading a number of lines in the file. The lines that are not loaded are marked in red. Headers should not be loaded.
In the example above, it has been chosen to skip 1 line, since the first line in the import file only contains headers, which we should not load. If the product data, for example, only started on line 3, then 2 lines would need to be skipped.
Once you have selected the column content, click Import at the bottom of the page. The goods in is now loaded and ready to be prepared and released.
Manual creation of goods ins
If you want to create a goods in in Lagersystem without having a file to import, you can also manually create a goods in directly in Lagersystem.
To create a manual goods in, go to Warehouse -> Goods in in Lagersystem. At the top of the page, click Create goods in.
When you click Create goods in, you get two options:
Note: This function is not supported by all webshop and accounting systems. If you don't have the Create goods in button, your system is unfortunately not supported.
Create manual goods in
A manual goods in has the same functionality as if you imported a file with product data for goods in. The difference is simply that you can enter lines for the goods in yourself instead of importing a file.
You do this by clicking Create line. Here you enter the item number and the quantity to be received and click Create.
You can create more lines for the goods in by clicking Create line again.
A manual goods in still needs to be prepared and released, and then received, for example via a handheld terminal.
Create ad hoc goods in
You also have the option to create an ad hoc goods in. The difference between this and the manual goods in is that with an ad hoc goods in, you don't know in advance which items will arrive. So an ad hoc goods in doesn't need to be released first, and if you receive via a handheld scanner, the item lines you scan in are added (without additional checks).
You can also add lines to your ad hoc goods in via the web by clicking Create line. Then enter the item number and the quantity to be received. The quantity is automatically "scanned" by the system, and therefore does not need to be received on the handheld terminal.
As soon as you click Finish goods in, the ad hoc goods in is closed and the items' stock levels are adjusted immediately.
Release goods in
Once you have created a goods in, the next step is to make sure to release the goods in so it is ready for further processing. Read about releasing goods ins in the article below.