• The Item Received section enables users to track and manage goods received from vendors.
•  It ensures that all shipments are accurately recorded, monitored for delivery schedules, and reconciled with purchase orders and invoices. 

Navigation Path

• Log in to the application.
• Go to the left menu and click Vendor.
• Click Item Received.
• Click Add Received Items to open the form for recording received shipments.

Create Shipment – Form Fields

1. Select Project

Choose the project associated with the shipment from the dropdown.

2. Select Vendor

Select the vendor linked to the project.

3. Select Purchase Order

• Pick the purchase order corresponding to the shipment.
  • Upon selecting the purchase order, all items associated with it are automatically filled with their respective quantities and prices.

4. Select Invoice Number

• Choose the invoice linked to the shipment.

5. Select Shipping Method

• Specify the method used for transporting the items.

6. Enter Shipping Cost

• Enter the shipping cost incurred.

7. Enter Total Cost

• The total cost is automatically calculated based on the shipment details.

8. Expected Delivery Date

• Select the date when the shipment is expected to be delivered.

9. Enter Tracking Number

• Provide the tracking or transaction number for reference.

10. Enter Total Weight

• Specify the total weight of the items received.

Enter Total Volume

• Fill in the total volume or space occupied by the items.

Enter Reference Number

• Provide a reference number for easy tracking.

Select Status

• Choose the current status of the shipment from the available options:
  • Draft: Shipment is being prepared but not yet dispatched.
  • Dispatched: Shipment has been sent from the source location.
  • In Transit: Shipment is currently on the way to its destination.
  • Cancelled: Shipment has been called off and will not be delivered.
  • Received: Shipment has arrived and been confirmed at the destination.

Enter Transporter Name

• Fill in the name of the transporter handling the shipment.

Enter Transporter Note

• Add any additional notes or details about the transporter.

Upload Attachments

• Attach relevant documents like delivery notes, invoices, or shipment confirmations by clicking “Click to upload”.

Enter Notes

• Add any remarks or observations related to the shipment.

Action Buttons

1. Save

• Click this to save the received shipment details and create the record.

2. Cancel

• Click this to discard any entered data and exit the form without saving.

Note: For creating a Payment :

Mandatory Fields:

• Vendor *
• Purchase Order *
• Invoice Number *
• Shipping Method *
• Expected Delivery Date *