Purchase Inward
Click on Create :
Buyer & Shipping Details:
Goods Received By: Select the buyer organization details (company name and address).
Shipping Address: Select the shipping address where goods/services should be delivered.
Goods Sent By:
Information about the entity sending the goods.
Primary Document Details:
Type: Select the document type.
Supplier: Select the supplier.
PO Number: Select the Purchase Order number.
PO Date: Enter the purchase order date
Document Series: Select the document series under which this inward entry will be recorded.
Delivery Date: Select the expected delivery date.
Invoice Number: Enter the invoice number.
Invoice Date: Enter the invoice date.
Delivery Challan Number: Enter the delivery challan number.
Delivery Challan Date: Enter the delivery challan date.
Transporter: Enter the transporter name.
Transportation Number: Enter the transportation number.
Vehicle Number: Enter vehicle number used for delivery.
Transportation Date: Enter transportation date.
Store: Select the store where goods will be received.
Inward Date: Select the date when inward is recorded.
Items Section:
Item: Select the item/product for which the inquiry is being raised.
Quantity: Enter the required quantity.
UOM: Choose the unit of measurement (e.g., pcs, kg).
Alternate UOM: Enter an alternate unit of measurement, if applicable.
HSN/SAC: Provide the HSN (Harmonized System Nomenclature) or SAC (Services Accounting Code).
Store Quantity: Enter the store/warehouse quantity if required.
Add Item: Click this button to add multiple items to the inquiry.
Additional Details:
Attachments: Upload supporting documents by clicking the upload section.
Attach Signature: Add the authorized signatory’s signature.
Comment: Add remarks or special instructions for suppliers.
Actions:
Draft: Click on Draft to save the inquiry as a draft for later editing.
If in Draft, the inquiry can be updated.
Submit & Send: Once you click Submit & Send, the inquiry is finalized and sent to selected suppliers.
View: Click on the View button to view inquiry details.
Print: Click on the Print button to print the inquiry.
Update:
Allowed only when the inquiry is in Draft status.
Not allowed once it is in Submit & Send status.
Workflow Approval:
If Approval Workflow is enabled in setup, only assigned members can approve the inquiry.
Other members cannot approve it.
Cancellation:
Inquiries can be cancelled if they are no longer required.
If cancellation rules are enabled in setup, only authorized members can cancel the inquiry.
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