Enter a Goods Received Note

To enter a goods received note1 You need a service plan that includes goods received notes.

1. Create a new goods received note.
   How?

   1. In the Home window, click Vendors & Purchases on the navigation pane.
   2. In the Tasks pane, right-click the Goods Received Notes icon and then select Create Goods Received Note from the menu.
2. Select a vendor from the Vendor list.

   To enter a new vendor, click Add to open the Vendor Records window. Enter a complete vendor record.

3. In the Goods Received Note No. box, enter the number for this transaction.
4. Enter a Date.
5. In the Order/Quote No. box, enter the purchase order or quote number or use the finder to search for the transaction.
6. (Optional) Select the location where you are storing the items.
7. (Optional) Allocate the entire transaction using the Project List menu. Line items can also be allocated to separate projects.
8. In the Item Number column, click the arrow icon to open the drop down list and select an item or service. You can also click the magnifying glass icon to open the Search window for inventory and services.
9. In the Received box, enter the quantity you received.
10. (Optional) Select the Unit for the item.
11. Enter a description of the item in the Item Description box.
12. In the Tax column, click the List button and select the type of sales tax the vendor is charging you.
13. (Optional) Click the Project Allocation button , and enter the project and the amount or percent to allocate. Then click OK to return to the goods received notes screen.
14. (Optional) Enter the freight payment information.
15. (Optional) If you have not entered early payment terms in this vendor's record, you can enter a discount percentage or early payment terms.
16. If you want to print the goods received note, choose Print from the File menu.
17. When you have finished making additions or changes to the goods received note, click Process.