Stream - Receiving Stock

This is a step-by-step guide for receiving stock - it applies both for the Wisefish documents called Receipt Agreements and Storage Receipt Agreements.

This feature gives the user the ability to receive pallets and place them into a specific place in this warehouse. In Business Central this means the following transactions:

Open

• Creating Pallet Entries, if they are missing, or updating them if they have already been created.

• Allocating pallets to agreements, i.e. creating Trade Item Inbound Lines. These lines control what stock will be posted into Business Central inventory system.

• Placing pallets into Bins

• Closing the receipt agreements

In this document, Business Central is often referred to as “BC”.

Receipt List

To view all the receipts that are to be handled in the warehouse click on Receipt Agreements function in the main menu. A page is shown containing all Receipt Agreements to work on. These agreements have…

• same Location Code as the user logged into Stream.

• Status = Released or Open, because posted documents are not shown in Stream.

• Field on General tab of the document is BC, called “Active in Stream”, has a checkmark.

For each agreement document, info is shown such as:

• Agreement No.

• Vendor / Customer name

• The number of lines on the agreement

• The status of the receiving process in the warehouse

• How many Trade Items (for example boxes) have been received

→ Click on the tile for a selected document to go to the details screen, called Scan barcode

Receipt tabs

Once a specific receipt has been selected, the details screen will be shown, which has 3 tabs:

• Summary - These are the lines on the document in BC, they contain

  • Item description

  • Item No.

  • Lot No.

  • how many trade items received / total trade items

• To be received - Here is the list of pallets that have been created and assigned to this receipt, but still not been put into a bin in the warehouse

• Received - This is a list of the received pallets, i.e. the ones that have already been put into a bin

3 ways of receiving

From this screen there are 3 ways of taking the next step. The selected operation depends on if the pallets are already barcoded and/or already allocated to the particular receipt document:

1. Barcoded pallets already allocated on the Receipt
   If pallets have a barcode and these barcodes have already been created in BC, and have also been allocated to this particular receipt, the pallets will be visible on the To be Received tab. Therefore there is a possibility to use the tab directly, without scanning:
   → Open To be Received tab, click on the pallet to receive and Stream will open the Put Pallet
   See chapter Stream - Receiving Stock | Put Pallet

2. Barcoded pallets - but NOT allocated to the receipt
   If pallets have a barcode, but are not visible on the To Be Received tab
   → Scan in the barcode with the Pallet barcode field
   See chapter Stream - Receiving Stock | Scan Barcode Next step will either be:

   1. Create pallet - if the pallet does not exist in the system this screen is needed to link it to an agreement line and tell how many items there are on in.

   2. Put Pallet - if the pallet exists, it was allocated ot the receipt, then next step is to put it into a bin.

3. Pallets do not have barcodes
   If barcodes need to be created …
   -> go straight to the Create Pallet screen to create either one or all of them at the same time.
   See Stream - Receiving Stock | Creating Pallets

Creating Pallets

Create a Pallet with scanned barcode

When a pallet is already barcoded, but the pallet does not exist in BC do the following:

1. On the Summary tab, find the particular line for the products that the pallet contains. This is very important, because the line contains information about the product.

2. Press the Create Pallet button for that line.
   -> The page Create New Pallet will open.

3. In field Items, specify the number of trade items on the pallet

4. Select Use this barcode

5. Then scan in the barcode - or type it or use the camera - into the Pallet Barcode field

6. (In this case, it is probably not needed to Print out the Pallet Label, since the pallet is already barcoded)

7. Press Confirm

Create a Pallet with generated barcode

To create a new pallet barcode from BC, either because the pallet did not have any barcode, or the existing barcode needs to be replaced:

1. On the Summary tab, find the particular line for the products that the pallet contains. This is very important, because the line contains information about the product.

2. Press the Create Pallet button for that line.
   -> The page Create New Pallet will open.

3. In field Items, specify the number of trade items on the pallet (This field is by default set to the amount of boxes it takes to fill one pallet, as set up in BC, probably correct when receiving full pallets).

4. Select Generate barcode

5. There is also an option to print the barcode labels, put a checkmark in Print out Pallet Label if desired.

6. Press Confirm

Create all Pallets

Same procedure can be used to create all the pallets in one click.

1. Same procedure as above

2. Additionally put a checkmark in Create all pallets

Scan Barcode

When a specific receipt is active, there will be a field available to scan a pallet barcode.

There are 3 possible ways of populating the Pallet Barcode field on this screen:

1. Normal scan with a barcode scanner
   If there is a connected barcode scanner, simply scan the barcode.

2. Manually enter the barcode
   Scroll up to make the field visible. Then type in the pallet barcode.

3. Use the camera
   For this to work, there should not be a barcode scanner connected. To use the camera simply scroll up and press the camera icon that is besides the input field, then point the camera towards the barcode.

Note: There are multiple checks done to see if the scanned pallets can be allocated to this receipt. For example:

• It needs to have a Key Item No. same as any agreement line on the Receipt.

• It cannot be already allocated to another receipt.

Whatever the reason, the pop-up message will show.

Put Pallet

This screen is for a particular pallet, either with a newly created barcode or an external one, to be put into a desired zone and bin in the warehouse.

1. Select a Zone
   The default value is the last one used, in this particular screen.

2. Select a Bin
   Or when using a “combined” bin code:

   1. First select a rack

   2. then select height. The system only shows height numbers where the bin is not already occupied.

3. Press Confirm.
   
   

When everything has been received, the receipt should be marked as finished, in order to let it disappear from the Stream application.

1. Open the list of receipt agreements

2. Press button Finish receiving
   The following confirmation pop up screen is displayed, see snapshot to the right.

3. Press Confirm

Next step will be to post the agreement within Business Central.