GRN

Hello, and welcome to this training session.

In this video, you will learn how to approve a purchase order and create a Goods Received Note or GRN. First, you need to approve the purchase order. On the screen, you will see a list of purchase orders. As an admin, click on the edit icon to approve a purchase order. Scroll down and click on the "Approved" button. In the popup, write some text such as "approved" and then click on "Submit." This process approves the purchase order.

Once the purchase order is approved, a new icon will appear in the action items on the right side. This icon is a plus sign, which you need to click to receive the items. There is another icon for multiple location distribution if you want to receive items at different locations. For now, let's select the first icon for single location receipt.

Clicking on the plus icon will show you the list of items included in the purchase order. For example, there might be two items with a quantity of one each. Select the location where you want to receive these items, such as ABC Construction. If you want to notify the supplier, check the notification checkbox and then save. This will receive the items into your stock.

To receive items at multiple locations, click on the multiple location distribution icon. This will bring up the location options. For instance, select one location as ABC Construction and another as Magic Metal Working. This will display two different sections for the two locations. You can distribute the quantities accordingly and delete any items that do not need to be received at a specific location. Save the changes to receive the items at multiple locations.

Another option to create a GRN is through an existing purchase order. Select the purchase order number from the dropdown, and the items will automatically populate. You can then save and add the GRN.

This is how you approve a purchase order and create a GRN, both for single and multiple location receipts.

Thank you for watching this training session. We hope this guide helps you efficiently use the GRN Feature in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.