How to enter a receipt transaction on mobile? :

IN THIS ARTICLE

Receipts: Overview
Video Guide:
- Enter a receipt
Text Guide:
- Navigate to the Enter receipts tab
- Enter a receipt

Receipts: Overview

Stock received at an entity is recorded as Receipts. On performing a receipt transaction, the current stock of the material will increase.

VIDEO GUIDE

TEXT GUIDE

Navigate to the Enter receipts tab

Click on the 'Logistimo' logo to open the application
Log in with the username and password
Click on Inventory
Click on Enter receipts

Enter a receipt

Select name of the vendor (entity which has sent materials) from the list which appears on screen
Click on Skip button at the bottom of the page ONLY if the vendor is not registered on the mobile app and is not appearing on the screen
a. View the total number of materials across all categories next to the page title

b. View the total number of materials within a category next to material tag name

c. Select the material tag to view materials within that category
a. Click on forward arrow button to view more materials. Only 10 materials are shown at a time

b. View the current stock and the last updated time for each material. The quantity is color coded based on inventory status
- red: zero stock
- black: normal stock
- orange: < min.
- purple: > max.
c. Select a material by entering the name in the field and clicking on the material from the resulting list or alternatively, scroll through the material list and click on the material name
View following details of the material:

a. Stock on hand: this is the total quantity of material at the entity (Available + Allocated)
b. Min: the minimum quantity of material that should be stocked
c. Max: the maximum quantity of material that should be stocked
d. Allocated: how much quantity of the material is already allocated for use, and thus not available for transactions
e. Available: the quantity of material available in stock (Stock on hand- Allocated)
f. In transit: the quantity of material that has already been dispatched and is on the way to this entity
g. Updated: the date and time stamp that shows when the information was last updated
View quantity and Expiry date of existing batches, IF ANY. Click on a batch record to view
- Manufacturer
- Manufactured date
- Last updated
Click on Add new batch button

Note: This step is ONLY applicable for materials which are batch managed. For materials which are not batch managed, enter the quantity received in Receipts field, select material status, reason for transaction and click Save. Proceed to step 17
Enter new batch details (all fields marked with an asterisk are MANDATORY), starting with the Batch ID
Click on Enter manufactured date field and select the date, month & year from the calendar view. Use the '+' or '-' icon to navigate the next or previous date, month and year respectively
Enter Manufacturer name
Click on the Enter batch expiry date field and select the date, month & year from the calendar view. Use the '+' or '-' icon to navigate to next or previous date, month and year respectively
Enter quantity of the batch being received. Ensure it is a positive number
Click on Save to save the batch details or Cancel to quit

Note: Multiple batches can be added in similar manner for the same material
Select the Status of the received batch(s)
Select the Reason for the receipt transaction
Click on Save to continue or Cancel to quit
Note: Multiple materials, batch and non-batch managed, can be received in a single transaction
Click on Send to save the transaction or Clear all to quit

Note: Red flag next to the material tag indicates that some receipts have been entered for materials under the category
Review the transaction on the screen and click on Send Now to submit the transaction or Cancel to quit
A pop-up will display 'Inventory updated successfully' message. This indicates that the receipt transaction is complete and the inventory is updated successfully. Click on OK to continue