Exporting Goods to Inventory

 SummitAI Procurement

The Procurement process talks about obtaining products and services from suppliers or vendors. After the ordered goods reach the facility, it is required to be stored and included in the Asset Module. The EXPORT GOODS TO INVENTORY page provides the user an option to export any procured good to the inventory and maintain a record.

To export goods to inventory:

  1. Select Procurement > User > Manage Request > Export Goods To Inventory. The EXPORT GOODS TO INVENTORY page is displayed.

    EXPORT GOODS TO INVENTORY page
    Figure: EXPORT GOODS TO INVENTORY page

  2. Click the Export icon of the GRN/PR/PO Code that you want to export to the inventory. The GRN/PR/PO Summary is displayed on the EXPORT TO INVENTORY page.

    EXPORT GOODS TO INVENTORY page
    Figure: EXPORT GOODS TO INVENTORY page

  3. Click on the search icon and select the Data Template.
  4. Click on the search icon and select the Store.
  5. Click on the Attachment icon to attach a text file (.txt) with the GRN codes.
  6. Click SUBMIT.

ACTIONS

SHOW LIST

Click SHOW LIST to view the list of GRNs.

Note:

Under the GRN/SRN LIST section on the EXPORT GOODS TO INVENTORY page, you can click on the GRN/SRN Code to view the GRN/SRN details.


Figure: GRN/SRN DETAILS pop-up page

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet. 

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet. 

PRINT

Click PRINT to print the page. 

Filters

Click Filters to specify the filter criteria and click SUBMIT to view the list of GRNs. 

  • Tenant
    Select the Tenant in the drop-down list.

  • Vendor
    Select the Vendor name who has provided goods.
  • Search By
    Select GRN or PO or PR in the drop-down list.
  • Search Value
    Type in the value that you want to use to search.
  • From Date
    Select the From date from the calendar.
  • To Date
    Select the To date from the calendar.
  • GRN Status
    Select the GRN status in the drop-down list.

FILTERS pop-up page
Figure: FILTERS pop-up page