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Stock Level Operations

This page contains general information about how to receive stock and deliveries into your system. Many customers often have more customised and specialised processes, and details of how that process is to be used may invalidate some of the information below.

Jump To: Creating a Purchase Order | Receiving a Purchase Order | Receiving an Unexpected Delivery | Entering Document Details Receiving a Store Transfer Stocktakes

Scanned Document

How to scan an invoice and receive stock using the scanned image directly

Entering Document Details

The first step in receiving stock into the system for both purchase order deliveries and unexpected deliveries is to enter some overview information about the document you are keying. The screen that will appear is shown to the right.

Depending on your system configuration, some or all of these fields are required.

Reference This is the primary unique identifier on the document, such as invoice# or packing slip#. Generally these numbers are unique from each supplier, but this is not a requirement. If you enter a reference number/value that has already been used for this supplier, the system may block or warn you depending on setup.

Date The date on the document. This is not the date you are entering information, but the date on the document. This field is required as the exact date of a document can impact cost and tax calculatons.

Total Amount The absolute total of everything on the invoice, including all taxes. This is the amount you will eventually have to pay. This amount may be required on some configurations as the capture process coming next attempts to ensure all the individual lines total to this figure.

Type What type of document are you entering.

Remember these values Sometimes, some stores will capture a large invoice in several attempts, which can be a good idea if it will take hours to enter. By ticking this box, the values entered above are temporarily stored and will be loaded as the defaults for this screen next time.

Receiving an Unexpected Delivery

Once you have completed the document detail screen (above) the main entry screen will appear. Before you enter items, you MUST enter the amounts for freight and packaging if these are listed as seperate line items. This information is required before entering products as these charges will generally be spread across the items you are receiving and once this starts, the freight/packaging amounts cannot be changed.

Freight and packaging can be listed on invoices either "inclusive tax" or "exclusive tax", both are in common use and you will need to indicate to the system whether the amount(s) you enter are including tax or not. There is a small tick box under the freight and packaging fields to indicate tax included.

Freight Example #1

Ext Total89.04
Sub Total96.29
Invoice Total110.74

In this example, the "freight" figure would be entered as "7.25" and the "Inc Tax" unchecked. This is because the freight amount has GST applied onto it


Freight Example #2


In this example, the "freight" figure would be entered as "57.00" and the "Inc Tax" would be checked. This is because in this example freight is already including GST

When you are ready to enter the items, you can scan the barcodes or manually select items.

To manually enter items, click into the blue "PLU" field and press the "insert" key. A product finder will be displayed. Alternatively, you can hold down the ctrl-key while pressing "insert" and a search by supplier PLU screen will be shown instead.

Click for Technical Information on this screen

Creating a Store Transfer

The Transit Setection screen is used during the creation of a transit request and selects details about where and how the stock will be transported.

By Staff Member Tab

By Customer Tab

By Supplier Tab

By Courier Tab

Receiving a Store Transfer

A store to store transfer is a collection of products shipped from one store to another. When sending store creates a transfer order a reference number is produced and you must enter this number in order to receive the transfer.

There is no search facility generally available at store level, but reports are available in head office showing outstanding transfers.

Once you identify the transit order, the pos will display the items and qty's that were entered against this store transfer at the sending store. In this example the Transfer ID# was 522-2. It must be entered exactly as printed. (See screen shot).

Confirm that the items listed match that the actual items and qty's sent. If everything is correct, then click "Accept" to receipt the stock in. If the items and qty's listed do not match the actual items and qty's sent, then do not complete receipt in of stock. Click Cancel and either contact the courier, the sending store or your supervisor regarding the missing or incorrect stock. By clicking "Accept" to receipt the stock you are confirming that the order is correct.

Once complete, the stock levels for the items will be adjusted to reflect the qty's received. (This may not appear to change immediately).


As a store transfer involves two stores and trust that stock is moving correctly, there is a lack of freedom in receiving goods so the system is intentionally inflexible in order to reduce fraud potential.

Store Transfer Error Codes

Attempting to receive stock destined for another location:

Transit Receive - Wrong Store

Displayed to user if an attempt is made to receipt in a store transfer destined for another location. The correct target location will be displayed in the message.
The store transfer can only be receipted in at the target store. Transfer is still open and incomeplete.

Unknown transfer details:

Transit Receive - Unknown Transfer

Displayed to user if the transfer number to be receipted in is unknown to your server.
The transfer record may not have reached your server at this time.

Transfer is already complete:

Transit Receive - Already Complete

Displayed to user if the transfer number to be receipted has already been recorded as complete.
The transfer record is marked on your server as having been aleady receipted in.

Transit Server is Unreachable:

Transit Receive - Server Unreachable

Displayed to user if your server is unreachable at this point in time.
After entering the transfer id number the pos attempts to connect to your server to retrieve the transfer information.
If a connection to your server cannot be established then the transfer cannot be receipted in until this connection can be established.

Store Transfer Resend

The following support quickcode F2166 will allow the complete transfer id number to be entered and transferred again from the location the stock is being sent from.
To issue this quickocde your machine requires internet connectivity to You cannot issue this quickcode from your server or your target store.

You must be running at least P1918 to use this quickcode. Caution is advised if you plan to use this quickcode.

Technical Notes

Transits are centrally stored in the Head Office database, a receiving store will need to connect to the central server to accept transits. The following is required to be setup for this to function correctly.

  • Do not add the field ssccserial to the transit_inventory table in distributed lanes. This field is an internal trigger. If this field is required/defined in the database but you wish to search the central database, define TransitReceiveLocal=0. This setting causes the receive component of transit to always request from the central server.
  • The setting BISTransitServer must be defined to point to the central head office system.
  • Feature Currently in testing


    Learn how to create easy to use Invoices...more

    Receiving stock by using a scanned image allows you to skip directly from scanned document to received goods in the system.

    1. Receive stock from courier or delivery truck, verify invoice matches delivery.
    2. Scan the invoice.
    3. The system "reads" the invoice and tries to understand it.
    4. At your leisure, review scanned documents to ensure accuracy.
    5. Done.

    Select or Upload Scanned Document

    To begin, select the scanned document you wish to confirm into the system

    The selection screen shows a range of recently uploaded documents, or you can upload a file directly via your browser now

    Tip. Preloading scans for later processing is much quicker, this allows the system time to process the scanned document and performs a stronger analysis than when you load a scan to confirm immediately

    Review and Accept Scanned Documents

    The main confirmation screens shows the invoice as was scanned. Key information is displayed at the top, items in the middle and totals at the bottom. This general layout is used regardless of the layout of the scanned document.

    The lines are colour coded to aid entry.

    Your aim in confirming an invoice is to get each line with a green bar, the overall progress indicator at the top right on 100%

    The system will automatically try and match the suppliers descriptions to your product list. As supplier descriptions are not usually the same as your descriptions, the system will use several pieces of information from the line to help. Supplier part codes, supplier descriptions, RRP, cost, barcode or anything else that might help.

    The linking process has an idea of how accurate the link suggestion is, and this is displayed to the extreme left of each line. In the example shown we have matched the first line with a 45% estimate and the second line with a 60% estimate. These are the systems best guess, but you should confirm them

    Over time, as you accept suggestions or manually set the linked product, the system learns what you have linked where and trusts the links more, so the percentages will increase.

    Scanning an Invoice

    Technical Recommendations

    Understanding the System Reading Process

    The system uses an OCR engine (optical character recognition) to read the document contained in the picture. Humans are very good at reading documents and instantly understanding them, computers struggle with some aspects that humans find easy.

    The output of the OCR engine is a file containing the text as read. This is rarely 100% accurate and contains small imperfections, such as "7OO" instead of "7.00". The Fieldpine system uses a number of methods to try and both correct these imperfections and to link the contents of this document to your retail system

    As you use the system it learns from your actions and what you say we correctly understood or not. This also means that the system needs to have seen an invoices similar to ones you are trying to read. There is infinite variation in how invoices are printed, with often subtle differences that can be tricky for computers. If you have documents that are not understood well by the system and are a high quality image, you can submit these to the developers as test examples.

    We currently only understand documents in English

    With the bulk writeoff feature you can create a spreadsheet containing a list of products, stores and quantities to writeoff. This spreadsheet can be uploaded and the system will bulk process the records. You are still able to enter write offs individually into the system if you prefer. Bulk Writeoff is designed for power users rather than occasional use

    Step 1 - Create Spreadsheet

    A B C D E
     1  Pid Location Quantity f110
    2 12783 10 3
    3 1313 10 32
    4 7011 10 1
    5 783 13 302

    The spreadsheet must have the columns Pid, Location and Quantity.

    You can optionally include a reason for the writeoff by placing a value in the column f110. The following is a selection of common reason codes but your environment will include others you can use

    1Shop Soiled
    5Shop Use

    Step 2 - Upload Spreadsheet


    Supplier Pricebooks can be directly loaded in Fieldpine Retail if they are in a format that can be understood. This allows you to simply upload the whole book rather than keying in partcodes individually.

    A B C D E F
     1  Code Description Quantity Unit Cost Case Cost Barcode
    2 12783 Apple Rings 12 1.00 11.50 9412345525
    3 1313 Peach Leaves 24 18.90 9412348834
    4 7011 Orange Pips bulk 1kg 44.90

    Acceptable pricebook formats are:

    Pricebooks can also be uploaded if they are Word Documents, PDF documents or high quality scans/photograpahs. Although all of these formats have restrictions and are not as reliable as XLSX spreadsheets

    The document you upload should include the columns code (suppliers part code), description, unit cost and barcode. The barcode field is used to match supplier part codes to your products.