When a store needs to buy locally procured items, a GRC needs to be created against that in the HO. This article describes how to create a GRC for local purchases in case of against order in Ginesys Desktop and in case of adhoc in Ginesys Web.
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| GRC Local Procurement |
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| GRC Local Procurement |
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At HO
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Prerequisites
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- The users' role must have access to the
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- Add app
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- operation in the
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- Receipt feature in Procurement - Operation - Goods In/Out through Roles in Ginesys Web - Admin - Security
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Procurement > Approval > Authorize Order
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- The document numbering scheme for GRC must be present for the connected site. In case, you wish to automatically create Purchase Invoice from GRC, you need to have the doc scheme for PI too. They must be allocated to the POS site and synced to the site.
- The following masters needs to be present in the system - Vendor, Stock Points, Item, etc.
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You may not need to separately authorize the purchase order if the users' role has the Allow authorization of Purchase Order privilege. You can check if you have the privilege in the following path: Ginesys Web - Admin - |
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Security - User Profile - <User Profile of the |
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Procurement > Approval > Release Document
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You may not need to separately authorize the purchase order if the users' role has the Auto Release of Document Creation privilege. You can check if you have the privilege in the following path: Ginesys Web - Admin -Security - User Profile - <User Profile of the user>- Procurement. |
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You can check the app operations for the above mentioned modules, in the following path: Ginesys Web - Admin - Security - Roles |
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Steps
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- Go to Ginesys Web > Change Site. Ginesys- Change Site window appears.
- Enter the required site by clicking on the lookup icon beside the Site Name field and click OK.
- Click OK in the Ginesys - Change Site window.
- Then go to Procurement > Goods Receive Challan. Procurement - Goods Receive Challan window appears.
Fill in the details of the form like Vendor Name, Stock Point, Agent etc. by clicking on the lookup icon beside each field. | Info |
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Stock Point is a mandatory field. The displayed values in the list of stock points depend on the chosen OU (Organisational Organizational Unit). |
- Click on the Item Details button. The Item Details window appears.
- Select the required items and click OK.
- Click on the Charge Details button. The Charge Details window opens.
- Click on Calculate button.
- Then click on OK.
- Then click on Save.
A dialog box appears saying the stock will be posted on the entry date and also ask you if you want to authorize the goods receive document. If you want to authorize the Goods Receive Document, then click on Yes or else click on No. | Info |
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| Note: If auto-authorization is enabled, you won't need to authorize the document. |
- If you click Yes, Receipt no. <GRC No.> created successfully - message is displayed. Click on OK.
- If you click No, the GRC will be saved but it's status will show Unauthorized. The document can be later authorized by a user with proper rights in the following path: Procurement > Approval > Authorize Order.
- Another dialog box appears asking you if you want to create a purchase invoice against the GRC. If you want to create a Purchase Invoice, then click on Yes or else click on No.
- If you click Yes, Purchase Invoice window opens. Enter necessary details and click on OK.
- Invoice Number <Purchase Invoice No.> generated successfully - message is displayed. Click on OK.
- If you click No, the GRC will be created without a Purchase Invoice against it.
- The newly created purchase invoice is displayed on the screen.
- The changes can be seen after sync at HO.
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- Go to Ginesys Web > Connected Site. (Top right -hand corner below logged in user's details).
- Ginesys - Change Site window appears.
- Enter the required site by clicking on the lookup icon beside the Site Name field and click OK.
- It shows a confirmatory message - Do you want to change the Default site or date? It will refresh the current page.
- Click on OK.
- Then go to Ginesys Web > Procurement > Operations > Goods In / Out > Receipts.
- Click on Add, the Procurement > Operations > Goods Receive Challan window appears.
Fill in the mandatory details of the form like Receipt No., Vendor Name, Stock Point, Type, Trade Group Name and Term Name etc. by clicking on the lookup icon beside each field.
- Fill in the logistic details if applicable.
- Then fill in item details.
- Calculate the applicable charge amount.
- Click on OK.
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At POS
Pre-requisites
- The users' role must have access to the Purchase feature by enabling View operation for the feature in Ginesys POS - Admin - Security - Roles (Cashier etc)- Access Rights - Back Office - Transactions.
Steps
The process is divided into the following steps:
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