Record Goods Received

Efficiently recording goods received is crucial for accurate account management. Here's how it impacts different aspects of your account and two methods to accomplish it:

• My Purchase History Report: This report is updated to reflect the received status, ensuring that the person handling supplier invoice payments is informed and can proceed with payments.
• Management Reports: Accurate purchase information, such as the Heartbeat Monitor report, is updated. This allows for benchmarking comparisons, highlighting operational strengths, and identifying new saving opportunities.
• Inventory and On-hand stock levels are updated, providing vital information for reconciling FP34 filings. It also triggers low stock and reorder alerts, and upcoming expiry dates in Personal Order Catalogues.
• Your Asset Register is also automatically updated with any medical equipment purchased and received with a value of £100. Purchase details, the User manual and cleaning tasks are also added to your Asset Register. 

• Record goods received while opening the package without needing to be sitting at a computer.
• View, and access all outstanding purchase order details on your mobile phone or tablet.
• Review and confirm details, checking off received items.

To record an item received, begin by opening your App and selecting Purchases:

A list of any purchase orders not yet received will be displayed. Click on the purchase order being received to record its receipt:

The quantity received can be checked against the purchase order details on the App and adjusted if necessary. If an item was not received the check box can be unclicked.  And the Set Expiry link on the left side can be used to record Expiry Dates and Batch numbers.

Goods can also be manually recorded as received by going to the My Purchase History page in the Purchases area. 

• Locate your purchase order and click the link in the Delivery Status column to view purchase order details.
• Mark relevant items as received and update the status accordingly.
• Click the "Update Checked Items Status" button to confirm the changes.

Updating Order History

Updating Receipt Dates:

• It’s crucial to update the Order History area with the receipt dates of goods.

• This helps in tracking missing or incomplete orders and authorizing supplier payments accurately.

• Accurate receipt dates are essential for calculating monthly consumption and ensuring correct figures for the PPA / FR34 validation reports.

• Other staff members rely on updated Order History reports to determine if new orders need to be placed based on current stock and incoming deliveries.

Choose the method that suits your workflow best to ensure seamless and accurate recording of goods received.