Goods Received Tutorial

Overview

In QuickEasy BOS Enterprise, transactions may be created to issue, receive, and return inventory. Inventory can consist of raw materials or finished goods. Inventory can also be manufactured where the individual raw material items are received, and the finished goods are issued back to stock or to a customer.

These tutorials focus on receiving inventory, known as Goods Received. They explain how to view, customise, and create Goods Received transactions.

These tutorials are split over two pages:

• Page 1: This page: View Goods Received Transactions, Customise Views, Print, Export and Email Reports.
• Page 2: How to update, Copy, Create and Edit Goods Received Transactions.

Navigation Example: Main Menu > Items > Goods Received or Main Menu > Procurement > Goods Received (PO)

Navigation Example: Main Menu > Production > Goods Received (WO)

Table of Contents

How to Display a List of Goods Received Transactions

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Click Menu (button) > Transactions.
3. Apply any of the filters.
4. Click View (button).

How to Display a Summary of Goods Received Transactions

ℹ️ This display is a summary of the Goods Received transactions. To change the summary, change the filters on the list of Goods Received transactions.

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Click Menu (button) > Summary.
3. Click View (button).

How to Display a List of Goods Received Items

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Click Menu (button) > Items.
3. Apply any of the filters.
4. Click View (button).

How to Display the Goods Received Board

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Click Menu (button) > Board: Status, or
3. Click Menu (button) > Board: Due Date.
4. Click Menu (button) > Board: Condensed View to hide or show the transaction details like due dates.
5. Click View (button).

How to Set the Column Width on the Goods Received Board

1. Display the Goods Received (PO) Board or Goods Received (WO) Board.
2. On the top row, there is a number in the block between All Companies and Columns:

1. Increase that number to make the column wider.
   • Increase that number to make the column wider.

1. Decrease that number to make the column narrower.
   • Decrease that number to make the column narrower.

1. You can overtype the number or use the arrows on the number.
   • You can overtype the number or use the arrows on the number.

How to Set the Default View for Goods Received

ℹ️ This procedure sets the view for when you first open Goods Received.

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Select any one of the displays (as explained above: Transactions, Items, Summary, or Board).
3. Click Menu (button) > Set Default View.

How to Customise the Display Filters: Adding and Removing Filters

ℹ️ This process lets you customise filters for the Goods Received display screens. This feature is only available when viewing Transactions or Items.

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Click the arrow on View (button) and click the filter you want to modify.
3. Click the arrow on View (button) > Click Actions > Add, type a filter you want to add in the block (e.g. Today) and press Enter.

1. Note: This function will add the filter at the bottom of the list of filters, and add it to the filter you chose in Step 2.
   • Note: This function will add the filter at the bottom of the list of filters, and add it to the filter you chose in Step 2.
2. To delete, click the arrow on the View (button) > Actions > Delete. Confirm the deletion on the popup.

How to Customise the Display: Setting Default

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Click the arrow on View (button) and select the filters you want to apply by default.
3. Click the arrow on the View (button) > Actions > Set Default.

How to Customise the Summary Chart of Goods Received

1. Display a Goods Received (PO) Summary or Goods Received (WO) Summary.
2. Click Customize Chart and change the settings:
   1. Series (tab): Click the months to include or exclude them (a checkmark = included).
   2. Series (tab): Select a month to sort the list by from the dropdown list.
   3. Data Groups: Unavailable.
   4. Options: Select a position and alignment for the Legend, Title, and Toolbox.
   5. Options: Click Value Hints to show or hide the hints (a checkmark = shown).
3. Click the Column Diagram and select a different Chart Type from the pop-up list of available charts.

1. Note: Not all charts will work with the data. If no chart is displayed, please choose a different chart.
   • Note: Not all charts will work with the data. If no chart is displayed, please choose a different chart.

How to View Additional Reports from a Goods Received (PO) Transaction List

ℹ️ The same list of summaries is available from the Menu (button) of a Goods Received transaction (i.e. When you are editing or creating the transaction).

1. Display a list of Goods Received Transactions (PO).
2. Right-click any entry, click Summaries on the context menu and select one of these options:

1. Supplier SummaryItem Summary
   • Supplier Summary
   • Item Summary

1. Linked Transactions
   • Linked Transactions

1. Outstanding
   • Outstanding

1. Audits
   • Audits

1. E-mails
   • E-mails

How to View Additional Reports from a Goods Received (WO) Transaction List

ℹ️ The same list of summaries is available from the Menu (button) of a Goods Received transaction (i.e. when you are editing or creating the transaction).

1. Display a list of Goods Received Transactions (WO).
2. Right-click any entry, click Summaries on the context menu and select one of these options:

1. Linked Transactions
   • Linked Transactions

1. Outstanding
   • Outstanding

1. Audits
   • Audits

1. E-mails
   • E-mails

How to View Transaction Information from a Goods Received Transaction List

ℹ️ There are additional options to view the Item Summary, Note, and Dashboard from the right-click context menu when editing or creating a Goods Received transaction.

1. Display a list of Goods Received (PO) or Goods Received (WO) transactions.
2. Right-click any entry, and click an option on the context menu:

1. Open Transaction: Opens the Goods Received transaction.
   • Open Transaction: Opens the Goods Received transaction.

1. Open Transaction Dashboard: Opens a Dashboard displaying information like an Audit Trail, Cost Summary, and a list of Linked Transactions.
   • Open Transaction Dashboard: Opens a Dashboard displaying information like an Audit Trail, Cost Summary, and a list of Linked Transactions.

1. Open Notes & Attachments: Will open any Notes and Attachments to the right of the Goods Received display.
   • Open Notes & Attachments: Will open any Notes and Attachments to the right of the Goods Received display.

1. Note: The Notes and Attachments are also displayed on the Transaction Dashboard.
   • Note: The Notes and Attachments are also displayed on the Transaction Dashboard.
     • Note: The Notes and Attachments are also displayed on the Transaction Dashboard.

How to Email a List of Goods Received

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Display a list of Transactions or Items.
3. Click Menu (button) > Email Excel to open your default email template with the list attached in .xlsx format.

How to Export a List of Goods Received

1. Navigate to Goods Received (PO) or Goods Received (WO).
2. Display a list of Transactions or items.
3. Click Menu (button) > Export Grid and choose a save location for the .xlsx file. Access to the server is required to obtain the document.

How to Print, Preview or Email a Goods Received Note for Signature

1. Display a list of Goods Received Transactions (PO) or Goods Received Transactions (WO).
2. Click the applicable transaction.

1. Note: Only one transaction at a time can be previewed or printed.
   • Note: Only one transaction at a time can be previewed or printed.

1. Click Output (button) and select:

1. Print: To print the price lists to the default printer.
   • Print: To print the price lists to the default printer.

1. Print (Show Dialogue): To choose a printer to print to.
   • Print (Show Dialogue): To choose a printer to print to.

1. Preview: To display the price lists on the screen.
   • Preview: To display the price lists on the screen.

1. Email: To open the default email template with the price list attached to the email.
   • Email: To open the default email template with the price list attached to the email.

How to Email or Export a Goods Received Summary

1. Display a Goods Received Summary (PO) or Goods Received Summary (WO).
2. Click Output (button) > Email Excel to open your default email template with the summary attached in .xlsx format, or
3. Click Output (button) > Export Grid to choose a save location for the .xlsx summary.

How to Export or Print a Chart of Goods Received

1. Display a Goods Received Summary (PO) or Goods Received Summary (WO).
2. Click Output (button) > Print Chart.
3. Select Save, or Print from the pop-up options.

Related Topics

• Reference: Goods, Issued, Received, or Returned
• Tutorial: Goods Received: Creating, Updating and Editing Goods Received Transactions
• Tutorial: Goods Issued
• Tutorial: Goods Returned