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This text refers to program version 8.5  

Jewellery Workflow - Purchasing - Goods Receipts

This page describes using Goods Receipts together with the Jewellery module.

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When receiving jewellery pieces into stock, create a Goods Receipt from a Purchase Order in the usual way. You can find the Purchase Order using the Purchase Order Number specified on the Supplier's delivery note, or you can produce an Outstanding Purchase Orders report for the Supplier with the Not Received and, if appropriate, the Part Received options selected. This will list the outstanding Purchase Orders that you have issued to the Supplier, and you can drill down from the report to an individual Purchase Order, from which you can create a Goods Receipt.

When you have activated the Jewellery module, the Location, Serial Number and Stock Type fields will be visible on flip A of the matrix on the 'Items' card in the Goods Receipt window as well as their usual places on flips B and E:

Flips J-M will be added to the matrix. These flips will contain information copied from the 'Jewellery' and 'Watch' cards in the relevant Item records. You can change any of these fields in an individual Goods Receipt row (i.e. for an individual piece) as necessary:

If you need to generate Serial Numbers for any of the pieces in a Goods Receipt, use the 'Generate Serial No.' function on the Operations menu. If a piece already has a Serial Number, enter it in the relevant row before using the 'Generate Serial No.' function to generate your own Serial Numbers for pieces that do not already have them.

When you mark a Goods Receipt as OK and save, stock levels will be updated in the usual way, and a Nominal Ledger Transaction will be created to update the stock valuation in the Nominal Ledger. Separate records will be created in the Batch Specifications setting from each row containing a Serial Numbered Item and in which any of the fields on flips J-M have been filled in. These Batch Specification records will ensure the correct information is recorded for every piece, and will also keep track of whether a piece has been purchased on consignment.

If you need to check any of these Batch Specification records, select 'Open Batch Specification' from the Row menu in the relevant row.

After receiving the pieces into stock, you will need to tag them. You can print tags for the pieces just received using one of two methods:

  1. While the Goods Receipt is open in a record window, select 'Print Labels' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). Separate labels will be printed for each piece in the Goods Receipt.

  2. Use the Goods Receipt Labels form in the Stock module. Using this method, you will be able to specify many different options for the labels, and you will be able to print labels for the pieces on more than one Goods Receipt at the same time.
The labels in both cases will be printed using the same Form Template. When designing the Form Template, you can add fields to print the information on flips J-M. Please refer here for a full list of the fields that you can use.

The pieces just received will immediately be included in the Stock List report in the Stock module. This report will include both Purchased and Consignment pieces by default, but it is possible to run the report to exclude the Consignment pieces or to show only the Consignment pieces. The relevant options are on card 2 of the 'Specify Stock List' window:

If you also select the Show Serial No. option (on card 1), Serial Numbers that you are holding on Consignment will be marked in the report with an asterisk (*).

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Jewellery workflow in Standard ERP:

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