POP Goods Received/Despatched

Introduction

POP Goods Received and Despatch (POP GRD) Excelerator allows Sage 200 POP Goods Received to be entered in Excel.

Some key functions include:

Process large volumes of Goods Received Notes (GRNs) or despatches simultaneously Goods Received/Despatched.
Act as an overlay for third-party logistics (3PL) or warehouse system data exports (such as CSVs), allowing seamless upload into Sage without requiring custom middleware.
Browse Sage data and pick from browse to enter on the sheet.
The usual Excelerator features, as described in Introducing Excelerator.

Info

To use POP Goods Received/Despatched Excelerator, the user must have access to the following features in Sage:

POP Confirm Goods Received
POP Confirm Goods Despatched

Standard Templates

Templates are working examples of Excel worksheets for use with Excelerator. You can use the standard templates as they are, amend them using the Template Designer, or create your own templates from scratch.

Codis provides the standard template POPGoodsReceivedDespatched.xlsx includes sheets which allow:

Non Traceable - Prcoess GRNs for non-traceable items.
Traceable - Process GRNs for traceable stock items.

Options

Don't Clear Header Ranges?

This option controls whether single-cell ranges (generally found at the top of the spreadsheet) will be cleared when the Clear button is clicked. This can be useful if you want to keep header information when entering a series of single orders for the same supplier.

Infer Supplier From Order?

This option controls if the supplier code is required in the template or not. When enabled, the supplier code is not needed and is fetched from the purchase order itself.

Transaction Size

This module supports Transaction Size options.

Info

For creating multiple Goods Received Notes for one single order, the transaction size should be set to 1. This is because Sage needs to lock an order when receiving/despatching the items and can lock only one record at a time.

Tracking Saved and Valid Data Options

See Tracking Saved and Valid Data Options

Clear All

This menu option will clear down the data in the Excelerator ranges.

You can choose to just clear down the detail ranges by changing the "Don't Clear Header Ranges" under Options.

Browses

Like other Excelerators, Purchase Order Excelerator allows you to browse and download sage data.

To use browse: Select a mapped cell (e.g., Supplier Code, or Purchase Order Number) and click the Browse button on the ribbon (or right-click and choose Browse from the context menu).

The lookup window allows you to filter open purchase orders by date, supplier, or order number, populating the active sheet automatically.

Populate

To receive or despatch goods accurately, you must know what is outstanding.

Use the Populate option to pull existing open purchase order lines into the spreadsheet. This requires a supplier code on the spreadsheet.

Confirming Goods Received/Despatched

You can record POP GRD in the Standard templates supplied with Excelerator or design your own.

You can record a single or multiple GRNs in a single worksheet.

You may want to Validate Sage Data before you save. Use the Save to Sage button to save the data.

It is populated with calculated data after the save.

Default Data

As with all Excelerators, POP Goods Received/Depatched Excelerator will try to use default values where none are entered.

Confirming Goods Received

In the standard template:

Select the supplier by either browsing or manually entering the details.
When browsing for an order number, the system displays all available orders for that specific supplier, allowing you to select multiple lines at once.
Once selected, Excelerator fetches the preloaded data into the spreadsheet for those lines.
You must update the "Quantity Received Despatched" and enter a reference for the transaction.
If it's a traceable item, update the Serial/batch number and quantity for each.

You can enter multiple lines for GRN either by repeating the order header information for each line or leaving the data blank. In the latter case, Excelerator will assume that any further lines are for the same GRN.

Confirming Goods Despatched

You can Deaptch Goods by using the "Received Or Despatched" range and enter "Despatched" in this range. When browsing order details, Excelerator will show the Purchase Returns in the browse window.