Issue Goods

Applications › Warehouse

Overview

Use Goods Issue Notes to record products issued from the Warehouse for operational use, sales jobs, or other approved requirements. Warehouse managers, project managers, purchasing officers, and finance users can review the issued quantities and any returned quantities recorded on the goods issue document. Create or update the note before completing the warehouse transaction record and retain supporting files where required.

Workflow

1. Open the goods issue record

1. From the main navigation, select Warehouse, then select Goods Issue Note.
2. Open an existing goods issue record when you need to review or update issued quantities, or begin a new record from the available goods issue screen.
3. Review the product lines shown in the record. The available columns identify the Product, Issued Qty, Returned Qty, and Unit.

Note: The available screens do not show a separate issue status or confirmation action. Saving the record is the available action for retaining the goods issue information.

2. Decide which products to include

1. Select the Select... field to choose the applicable item or items for the goods issue record.
2. Use Select to confirm the selection in the selection window.
3. Check the product lines after selection. Confirm that each line shows the expected product and that the Issued Qty, Returned Qty, and Unit columns are appropriate for the transaction you are recording.

4. If the selected items or quantities are not correct, revise the selection before saving the record. Do not save a goods issue note until its product lines represent the goods actually issued.

Warning: Review the Issued Qty and Returned Qty columns carefully. These values are displayed separately and should not be treated as the same quantity.

3. Decide whether supporting documents are required

1. If you need to retain evidence or related documentation with the goods issue record, select Attach.
2. Add the applicable file or files using the files[] area.
3. Select Ok when the attachment dialog requires confirmation.

Use attachments for documents that support the warehouse transaction, such as an approved request, delivery evidence, or other internal documentation. Only attach files that relate directly to the goods issue record.

4. Save the goods issue note

1. When the selected products, quantities, and attachments are complete, choose one of the following actions:
   • Select Save to retain the goods issue record and continue working on the same screen.
   • Select Save and Close to retain the goods issue record and close the current screen.
2. Use Save when you need to review the record again immediately or add further supporting files.
3. Use Save and Close when the goods issue note is complete and no further changes are required.

Tip: Use Save before leaving a record open for review. Use Save and Close only after checking every product line and attached file.

5. Review the saved transaction

1. Reopen the applicable Goods Issue Note from Warehouse when you need to verify the recorded issue.
2. Review the product lines and their Issued Qty, Returned Qty, and Unit values.
3. If a related operational follow-up is required, use Tickets only where your organisation uses tickets for the relevant work item. The available screen does not define ticket status or ticket workflow.

Examples

A warehouse manager needs to record materials issued for a sales job.

1. The warehouse manager opens Warehouse and then Goods Issue Note.
2. In the Select... field, the manager selects the products required for the issue.
3. The resulting product lines show:
   • Elastomer bladder with an issued quantity of 2.00 Pieces.
   • Nitrogen valve with an issued quantity of 6.00 Pieces.
4. The manager checks that the Returned Qty column does not show an unexpected returned quantity.
5. The manager selects Attach and adds the approved warehouse request in files[].
6. The manager selects Ok to complete the attachment action.
7. After reviewing the products, quantities, units, and attachment, the manager selects Save and Close.

The goods issue note is retained with the issued product lines and the related supporting file.

Tips

Tip: Keep one goods issue record focused on the products being issued for the same operational requirement. This makes the product quantities easier to review.

Note: The product grid distinguishes issued quantities from returned quantities. Review both columns whenever goods may later be returned to the Warehouse.

Warning: Do not rely on an attachment alone as evidence of a correct transaction. Confirm the product lines, issued quantities, and units before selecting Save or Save and Close.

Troubleshooting

Related pages

• delivery note
• receiving shipment
• Warehouse — Learning Path
• Warehouse — Overview
• Return Note
• Stocking
• transfer order