Goods Issue

If you register the goods in the Stock cards section and want to have the correct quantity of individual products listed in the system, you need to enter every decrease in the system except for sales in the Goods issue section and every increase in the Goods receipt section. Do this separately for each storage if you have your products in several storages.

You can sort the list of issues by clicking on the name of a column, e.g. Date/Time or Completed. Click again to change the sorting order direction.

The upper section is for searching and filtering issues. In the selection rows, select the criteria to display only certain issues. To apply the filter, press the blue Filter button. The funnel on the top right hides or shows the filter rows..

The Cancel filter option appears in the top right as soon as you select any of the filter options and use it to cancel all filters again.

You can use the refresh arrow to update the list of issues.

You can use the plus icon to create new issues.

Completed issues have a green checkmark in the column. If a issue has only been saved and is not yet completed, it has a red cross in the column.

Pencil > opens the issue for editing and completion, if it has only been saved so far and so is marked with a red cross. Paper Sheet > displays a preview of the completed issue.

Menu opens using the three dots at the end of the row of the issue marked by clicking on it:

Copy issue > lets you open a new receipt with the same settings and the same products as the receipt that is being copied.

This way, you can easily and quickly repeat the same issue to the same supplier that you have each month for the remaining goods, and you can delete, for example, a single product that was completely sold out this month.

Print issue > opens a preview of the issue ready to print in a new web browser tab.

Cancel issue > will ask you to enter a reason and after confirmation the clicked issue will be canceled.

Issue cancel does not delete the original document, but creates a new canceled one. Two rows with the same data (except date and time) will be displayed in the issues list. One of them is the original positive issue and the other is a negative cancellation of issue.

To correct an incorrect issue, it is enough to use the Cancel issue option and then the Copy issue option. When making a copy, all you have to do is change the original incorrect data.

Delete issue > this is only possible if the issue is in progress, i.e. marked with a red cross. If the issue has already been completed, it cannot be deleted, only canceled.

Before generating your first issue, make sure you have all the reasons for the issues you want to use in the Reason codes - Goods issue section, see Receipt and issue reason codes.

When creating a new issue, a red pencil appears in the top right, indicating that the issue is not yet complete and work can be done on it. As soon as the pencil turns into a green sheet of paper, this means you are looking at a preview of an already completed and closed issue.

Date/Time is filled in automatically current, but it can be overwritten to a desired value.

It is always necessary to start in the Stock selection field and select from which storage the products in this issue are removed. The second mandatory field is the Issue reason. Only then will the system allow you to add products to the issue using the plus icon in the circle in the middle on the right.

Enter the product you are looking for in the Product number field. Here you can search for products by name, number or even barcode. If you have a barcode scanner connected, you can read the product using the scanner. If you have a portable Zebra scanner, the products will be added to the issue directly as you load them on the scanner (see the end of this chapter).

Always fill in the Quantity of the removed product field.

Then you can add add a new row for the next product with the plus icon in the circle or enter or tab key.

Use the bin at the end of the row selected by clicking on it to delete a spare row.

Write more detailed information in the field Note, especially in the case of exceptional issue.

You can Save the work in progress. Such a receipt will be marked with a red cross in the list and you can continue with it any time by selecting the row and clicking on the pencil icon at the end.

Conversely, using the blue bin you can delete the issue that is being processed.

Save as completed ends the work with the issue and it is then no longer possible to correct it retroactively.

The completed issue window has a green paper sheet in the top right and can be printed using the blue printer button. To return to the list of all issues, press the Back button in the top left.

A portable Zebra scanner will help you with those issues, where it is easier and faster to load the removed goods physically on site. On the scanner you can log into the Cloud Office app and create a new issue in the Goods issue section or use the pencil icon to open an issue already in progress.

You can add a new product row with the plus icon in the circle and search for it by name, but primarily you can use the yellow buttons on the device to read the barcode directly.

The scanner displays the name of the item for inspection as well as the row for entering the Quantity you are removing. Enter also the Sale price and Save.

If you do not have a Zebra mobile device yet and you would be interested in it, contact us by
e-mail: obchod@datapac.sk.

Chapter Inventory follows