Goods In Process for Parts

Modified on Thu, 1 May at 12:01 PM

This guide explains how to receive parts into stock using the Navigator system. It covers both manual goods in and goods in linked to pre-generated orders. Efficient goods in processing ensures accurate inventory management and seamless workshop or sales operations.

Section 1: Manual Goods In

1. Open Goods In Screen:

From the Navigator main screen, go to the Parts Menu and select Goods In.

2. Select Supplier:

Search for the supplier by name or enter the supplier number and press Tab.

3. Enter Reference:

Enter either the Invoice Number or Delivery Note Reference as required.

4. Choose Price Level:

Select one of the following price levels:
- Stock Order Price
- VOR Order Price
- Local Order Price

5. Add Parts:

Enter the part number and press Tab, or search for the part.
The system defaults to quantity 1. Adjust quantity and cost if needed.
Click Add to add the part to the list.

6. Edit or Remove Parts:

Double-click a part to remove it and edit in the top section.
Amend as needed and re-add it.

7. Finalise Manual Goods In:

Compare the total value with the supplier's documentation.
Tick Print Goods In if you want a printed copy.
Click Complete and confirm to finalise.
Record the internal goods in reference on the invoice or delivery note for accounts.

Section 2: Goods In Using Pre-Generated Orders

1. Open and Retrieve Order:

In the Goods In screen, click Select Order.
A list of all system-generated orders is shown, including supplier, order type, and job/customer linkage.
Double-click the relevant order to retrieve it.

2. Enter Details:

The supplier will usually be pre-filled unless split across multiple suppliers.
Enter the Delivery Note or Invoice Number.

3. Check and Edit Parts:

Review all parts on the order.
Double-click any item to edit quantity or pricing.
Re-add parts if they are to be included.
- Parts not re-added will be placed on back order when the goods in is completed.

4. Complete the Process:

Once everything is confirmed, click Complete to finalise the goods in.