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Stock Collection

Go to: Invoice > Extra > Invoice Stock Collection

Overview

The Invoice Stock Collection module tracks stock that has been purchased by a customer but is being collected in portions or at a later time.

It records:

•The quantity already collected.

•The quantity still due for collection.

•The collection receipt and signature, where applicable.

•Previous collections made against the invoice.

Stock Collection Workflow

The normal workflow is:

Invoice → Customer requests collection → Enter quantity collected → Capture signature → Print receipt → Process collection → Remaining quantity stays due

Typical Scenario

A customer purchases goods but cannot collect all of them immediately or needs to collect the goods from a different location. Stock Collection allows you to record each collection separately until all the stock has been collected.

Setup

Before using Stock Collection, configure the following options.

1. Configure Invoice Stock Collection

Go to: Invoice > Invoice Options > Miscellaneous

Set the required Stock Collection options, including:

•Signature Required – requires a customer signature when collecting stock.

•Popup on Invoice Process – displays the Stock Collection form when the invoice is processed.

•Close After Process – closes the Stock Collection form after processing.

2. Select the Signature Pad

If a signature is required:

Go to: Invoice > Invoice Options > Hardware

Select the required Signature Pad.

3. Select the Stock Collection Printer

Go to:Invoice > Invoice Options > Miscellaneous

Select the printer to be used for printing Stock Collection Receipts.

Process a Stock Collection

1. Enter the Invoice Number.

2. The items and quantities still due for collection are displayed.

3. Enter the quantity to collect now for each applicable item.

4. Capture the customer's signature, if required.

5. Print the Stock Collection Receipt.

6. Click Process to record the collection.

Note: Stock can be collected in multiple transactions. Each collection is recorded against the original invoice until the full quantity has been collected.

View Collection Status

•Not Collected - Displays only items that still have quantities due for collection.

•Collected       - Displays items from the invoice that have been fully collected.

•All                   - Displays all items from the invoice, regardless of collection status.

Previous Collections

Use Previous Collections to view collection transactions already recorded for the current invoice.

Select Previous Collections to open the Invoice Stock Collection Lookup.

To view or reprint a previous Stock Collection Receipt:

•1. Right-click the required collection.

•2. Select Show Stock Receipt.

•3. The receipt opens and can be viewed or printed again.

Link to share http://bit.ly/StockCollections