Add a New Goods Received Note

Navigation › Documents › Processing › Goods Received Notes

Note:  This article focuses on the minimum fields required to create a goods received note (GRN).

To add a new GRN, click New (Ctrl + N) on the toolbar.  This opens a new blank Goods Received Note screen, on the General tab.

Note:  Depending on your configuration, some fields are automatically populated when selections are made.

General Tab

On the General tab, you have to complete the GRN's administrative information, such as supplier and delivery information.

Details

1. Select the Branch for which the GRN is being created.
2. Select the Supplier that delivered the goods.
3. The Document Date automatically populates to the current date. This date can be updated if required.

Order Information

The Order Information automatically populates from the supplier information. This can be updated if required.

1. Confirm the Email Address to send the GRN to.
2. Confirm the Email PDF Layout for the GRN.

Note:  An Email PDF Layout for a GRN needs to be set up if one is required here. Depending on your setup, only a Print Layout may be available.

Delivery Information

1. Confirm or update the Delivery/Due Date.

Once done, click Save (Ctrl + S).  This saves the GRN, and a new sequential GRN number is generated in the GRN No field. Click the GRN Details tab to continue.

GRN Details Tab

On the GRN Details tab, you have to complete the GRN's received product information, such as products and their quantities.

Note:  Add a new line item to the list by clicking the empty cell under Inventory Item.  Depending on your configuration, some fields may be automatically populated when a line item is selected.

1. Select an Inventory Item to add to the GRN.
2. Confirm the Warehouse where the item is stocked.
3. Enter the quantity (Qty) or number of items to add to the GRN.
4. Confirm the Unit Price for the item.
5. Confirm the Unit of Measure for the item.
6. Enter the discount percentage (Disc %) for the item to be applied to the GRN, if required.  This discount is applied to the individual line item, not the GRN total.

Note:  A discount can also be applied on the full GRN value, for all items captured.  To do this, the discount is entered in the bottom right corner, in the Summary section.

8. Confirm the Tax Type for the item.
9. The individual line item totals are displayed as exclusive of VAT (Total Excl Tax) and inclusive of VAT (Total Incl Tax).
10. The Qty To Return and Qty Returned columns are not relevant at this stage to generate a new GRN.

Repeat the above steps until all the required inventory items are added to the GRN.

Summary

On the Summary section (bottom right corner of the screen), confirm that the GRN totals are correct.

Once done, click Save (Ctrl + S).  This saves the GRN.  You can also press Ctrl + Enter to save and close the GRN.