Acceptance confirms receipt of goods at another office of the same organization. You need access to the receiving office and permission to view and process transfers. Opening a task or waybill does not accept the goods.
Check the shipment
- Open the transfer acceptance task in “My tasks” or find the shipment in “Products → Movements”. Check the number, organization, offices and “On the way” status.
- In the “Goods” tab, match every row with the items physically received. Check numbers, names and the total count. “Printing the invoice” opens a waybill for checking the list, but does not replace inspection.
- The tab currently shows only the first 15 items, with no navigation to further pages. If the shipment is larger or you could not check every item, do not click “Accept”: tell the responsible person the transfer number and what could not be checked.
Mark shortages and accept
- For an absent item, click “Mark as missing”. If a mark is wrong and the item arrived, clear it with “Mark as received”. Wait for each mark to save and refresh the list to check it.
- If everything arrived, click “Accept”. With saved shortage marks, the action is “Accept with shortcomings”. It completes the whole transfer, not an individual row.
- Check “Received”, the receipt time and employee. Received goods should be at the destination office in their previous state: store goods return to their store state and show “In the store” or “On display” depending on the saved price approval; scrap items return to scrap.
- Check missing items separately. Their previous state is restored, but they remain recorded at the sending office. A shortage mark does not write off goods, locate them physically or correct financial settlements.
Acceptance completes the acting employee's task and closes the other recipients' pending tasks. Marks are retained, but cannot be changed after acceptance. An absent mark alone does not prove that the item arrived. A “Received” transfer cannot be accepted again.
When rejection is needed
The current transfer card has no “Reject” button. If acceptance is inappropriate, do not accept just to close the task. Report the number, reason and actual location of the goods to the responsible person.
If a transfer is already “Rejected”, previous product states are restored, the sending office remains and that shipment's tasks are closed. Physical goods do not move back automatically. The sender can check the contents and marks, send the remaining items again or cancel. Until then, the items remain linked to the unfinished transfer.
Check before retrying
After an error or unknown result, refresh the card and check the status, marks and product offices. Do not repeat receipt if it is already “Received”. If still “On the way”, establish the error's cause and check the saved marks again first.