Export / Import a GRN |
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Importing Goods Received Notes (GRN)
Go to: Stock Items > Goods Receiving > Import
Instead of capturing a Goods Received Note (GRN) manually, you can import supplier documents directly into the GRN.
The following import methods are available:
•Smart-It Invoice – Import an invoice created with Smart-It.
•Smart-It GRN – Import a Goods Received Note created with Smart-It.
•Excel (.XLSX) – Import stock items from an Excel spreadsheet.
•AI Import – Import data from scanned or photographed supplier documents using AI.
Importing a Smart-It GRN or Invoice
Select Import and browse to the folder containing the supplier's Smart-It file.
Choose either:
•Import Smart-It Invoice
•Import Smart-It GRN
The document is imported directly into the Goods Received Note.
Importing from Excel
Select Import from XLSX and follow the import wizard.
AI Import
Go to: Stock Items > Goods Receiving > Import > AI Import
AI Import reads supplier invoices or delivery notes and automatically extracts the supplier, stock items and quantities to create a Goods Received Note.
Prerequisites:
AI Import requires an activation licence.
Contact Smart-It to obtain an AI Import licence code.
Importing a Document with AI
1. Ensure the supplier already exists in your supplier list.
2. Click Images and select one or more scanned documents or photographs.
3. Click Start to analyse the document. Please note: a cost is incurred each time you click Start.
4. Review the imported information.
5. Correct any unmatched items if necessary.
6. Click Transfer to copy the information to the Goods Received Note.
7.Open the GRN and complete the normal processing.
Tip: You can import multiple images when a supplier document consists of more than one page.
AI Document Import Fields |
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Matched Stock Item |
Click the dropdown arrow to see if the program found similar items. If No Matched item could be found. Right-click the line and choose one of the following • Quick Create Item - Creates a new stock item without leaving the import screen. • Select Other Item - Opens the Stock Item Lookup so you can select an existing item.
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Select Stock Item |
Stock Item Select - to match item that is not on the matched stock item short list. |
Transfer Options |
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Line Description |
When enabled, the supplier's description imported by AI replaces the existing stock item description on the GRN. |
Replace Existing Lines |
Exporting Goods Received Note (GRN).
You can export an invoice, quote, or GRN, which will export the data to a format that can be imported by any SI+ program.
Exporting a GRN
1. Go to: Stock Items > GRN Lookup.
2. Right-click the completed GRN.
3. Select Export GRN
The file is saved to:
C:\Users\<User Name>\Smart-It\GRN_xx.sie
Exporting an Invoice
Invoices can also be exported for use in another SI+ program.
1. Go to: Invoice > Invoice Lookup.
2. Right-click the required invoice..
3. Select Export The Data.
