This action can be performed by these following roles:

Retail Area Manager
Retail Supervisor
Retail Manager

This barcode symbol represents the barcode scanning function

Enables barcode to be scanned or entered manually

Note: This documentation contains steps on both the sending and receiving side of using the barcode scanner to give an insight on how it is used. In a real instance the user will either be completing just the sending steps or just the receiving steps.

When Barcode Scanning window opens, scan product

Alternatively product serial number can be entered manually

Go to Sales module

Create a Quotation

In the Supplier field you can either enter a normal customer or a remote customer (NGU)

This example we will use a remote customer.

The rest of the data should automatically populate, but still check it is correct

If a remote customer is entered, you will be notified that the quotation will be automatically sent to the supplier.

When a Sales Order is created on the customer side, a Purchase Order is automatically created on the Supplier side and vice versa.

Add the products that you wish to include in the order and enter the quantity

Finish by clicking Save.

You will notice a new message ‘Pending Client Validation’ which means that the customer will need to confirm the details of the order to be validated.

Scan the barcodes or enter the serial numbers for the 15” TV’s

The Remote customer (Bboxx Capital Kenya) must now confirm the Purchase Order since Asia

Note: We have switched to Kenya ERP.

Go to Purchase module

Select Quotations tab

Select the created Purchase Order

Check that the order items and the quantities are correct and confirm the order

Note: Items in blue font represent products tracked by serial number. Items in black font are not tracked.

Now that the order has been confirmed Asia must send the serial numbers.

Go back to Sales Orders in Asia ERP

Select the Sales Order

Attach the serial numbers for the tracked Solar TVs

Scan the 2 Solar TVs or enter serial numbers manually

Confirm the tracked and untracked products to be sent.

Check all the location and products details are correct then confirm again.

Once the order has been confirmed you will see a small symbol next to the Solar TVs to show that the serial numbers have been attached. If you click the symbol it will the display the serial numbers of the TVs attached.

Now we must switch back to Kenya ERP and receive the products

Once products have arrived, click receive products

Click receive

The products have now been received.

Browser not supported