Visma eEkonomi Pro

Make an inbound delivery

Inbound deliveries can be created manually as described in the steps below, or automatically as the result of performing a stocktaking or creating a credit note.

Please note that there is no connection between the inbound delivery and the registration of purchase invoices.

Select Stock in the menu.
Select Stock adjustments.
Select New inbound delivery.
Select the date when the delivery was made.
Add a Description.

You can write anything in the description. It might be a good idea to add a reference to the purchase invoice connected to the inbound delivery.

Select the articles that should be included and fill out the details for each article.

You can search for articles by typing a number or name in the field Article no. It is also possible to add new articles by clicking the button New article that shows when clicking the list grid symbol.

If you have added a barcode to the article you can connect a barcode scanner to your computer (via USB) and find articles by scanning it. Simply place the cursor in the field Article no and scan the barcode.

Adjust the Purchase price and Freight costs if needed.

The purchase price and freight cost suggested are retrieved from the article register. If you change the purchase price and freight cost when making the inbound delivery, it will in turn be updated on the article, provided that the box Update the purchase price and freight cost when a new inbound delivery is made is ticked at the article.

Select Register.

If you want to go on working with the delivery at a later time you can select Save draft.

Depending on your choice the inbound delivery will now be found under Stock adjustments, either on the tab Drafts or Unreconciled stock transactions.

The inbound delivery can be adjusted or deleted as long as it is not posted to the ledger. Please note, that the quantity of each article in the inbound delivery only can be adjusted as long as it has not been reduced due to an outbound delivery, for example a sales invoice.