Receipt date
By default this is set to the current date, but you can change this if you wish.
Unit price (incl.excl. tax)
By default this shows the unit price from the order, but you can change either price at check-in if you wish. If the change is such that it exceeds the Maximum price variance at check-in then you'll see a confirmation prompt when you try to save your changes.
The Unit price (incl. tax) is used as the Retail price. If you change the unit price then the retail price is automatically updated.
Currency
By default this is the currency from the order, but you can change it if you wish.
Tax rate and tax type
By default this is the rate and type from the order, but you can change this if you wish.
Material type
This shows the material type set in the order.
Discount
By default this is the rate and amount from the order, but you can change the rate if you wish.
The Unit price (incl. tax) less the Discount is used as the Acquired price.
Service type and charges
By default this is the service type and charge from the order, but you can change these if you with.
Receive quantity and allocation
By default the Receive quantity shows the number of items that haven't yet been received for the order.
If all the items you ordered have been received then leave this quantity as it is.
If you receive less than you ordered then you can change the Receive quantity. This will automatically change the quantity for each location according to the allocation option — top down, uniform or manual. Let's see some examples. Let's say we order 5 items for three locations.
Let's say we only receive 3 items, and we change Receive quantity to 3.
- Top down. The items are automatically allocated according to how they are listed, i.e. first we allocate items to the first location, then to the second location and then to the third location. So the allocation will look like this.
- Uniform. The items are automatically distributed uniformly across all locations. So the allocation will look like this.
- Manual. You can click the cursor in the Receive column for each location and set the quantity you want.
If you click the cursor in the Receive column for any location and change the quantity then the allocation option is automatically changed to manual, and the Receive quantity is automatically updated.
Total price
This is calculated automatically.
Acquired price and retail price
The Acquired price shows the Unit price (incl.tax) less the Discount.
The Retail price shows the Unit price (incl. tax). If you change the retail price then the unit price is automatically updated.
Barcode or Accession
Barcode (quick accession)
Click Barcode if all you want to do is assign a barcode to the items you've received. On the Quick Accession dialog, select the location you want, select the item at that location, and then scan or type the barcode for that item. Click OK to save your changes and to go back to the Check-in page.
If barcoding multiple items, entering the barcode for an item should automatically proceed to the next.
Accession (full accession)
Click Accession if you also want to enter or change some of the item information for the items you're barcoding, e.g. if you want to change the location or collection, or you want to select a stock rotation plan, or you want to specify the class number and suffix. In the Accession dialog, select the location you want, select the item at that location, scan or type the barcode for that item and make your changes/additions to the item information. Click OK to save your changes and to go back to the Check-in page.
If accessioning multiple items, entering the barcode for an item and hitting enter (or scanning in with a barcode scanner - the scan is completed with a carriage return character) should automatically proceed to the next.
Order details
This is where we show the title, order number and PO number. You can click View to view details of the title, order or PO.
Received/Total shows the number of items received and then total number ordered.
We also show the number of reservations, order type, order priority, order status and expiry date.