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Goods Out

Efficient Goods Out Process for Accurate Inventory Management

The Goods Out function in Cannavigia provides a detailed view of all outgoing inventory, tracking each Goods Out with a unique Goods Out ID. This facilitates effective oversight and tracking of all products departing from your inventory.

In this article, you'll find this list of topics that you can click on to quickly access the information you need:


Goods Out Process

When you navigate to Goods Out via Inventory > Goods Out, you can view an overview of all current and completed goods shipped. The process follows a basic pattern, for each step find more detailed instructions below

  1. Create a Goods Out: This create the goods out to which your products can be added to. Enter the recipient, the goods out ID, the outgoing date and any comment for the delivery note.

  2. Adding Batches and Documents: Once the goods out is created you can start adding batches and documents.

  3. Review and Finish: Once the correct order of batches all details are reviewed, the goods out can be finished which enables the printing of the delivery note.

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Plan and Create a Goods Out

To record outgoing goods:

  1. Navigate to the Goods Out page (Inventory > Goods Out).

  2. Click on the green button: New Goods Out

  3. The Create new Goods Out window will open

    1. Select the Recipient from the drop-down list (Ensure that customers are entered under Quality > Contacts)

    2. Enter the Outgoing Date (the actual or scheduled date for Goods Out)

    3. Goods Out ID: Every outgoing Goods Out is assigned a distinct Goods Out ID, this helps to easily identify and manage Goods Outs; Enter your unique Goods Out ID manually, or if you prefer, the system will automatically assign one for you

    4. Add any Comments or remarks about this goods out

    5. Click Save to proceed

    After clicking Save, the system opens the Goods Out Detail View of the newly created Goods Out.

    From this view, you can start adding article batches by clicking the + Add Batch button.

    Note: The batch price will not influence the article price. If you want to change the article price, head over to Inventory > Articles > Edit article.

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    Add Article Batches to a Goods Out

    After creating a Goods Out, you can add article batches to it from the Goods Out Detail View.

    Add a Batch

    1. In the Goods Out Detail View, click Add Batch.

    2. The Add Batch window will open.

    3. Fill in the required information.

      1. Article Batch*: Select the batch from the drop down list. The drop down displays the following information for each batch:

        1. Article Number

        2. Article Name

        3. Article Batch ID

        4. Expiry Date

        5. Units currently in stock

      2. Shipped Units*: Enter the number of units that will be shipped. The unit size of the article is displayed next to the field (for example × 5g).

      1. Batch Price: Displays the price defined in the article and its currency.The user can adjust this value to any positive amount if needed.
    4. Click Save to add the batch to the Goods Out.

    You can repeat this process to add as many batches as needed to the Goods Out.


    Validation Rules

    The system validates the Goods Out before allowing the batch to be saved.

    • Shipped Units cannot be 0

    • Shipped Units cannot exceed the available stock

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    Edit Goods Out

    Goods Out information can be edited from the Goods Out View or Goods Out Detail View, as long as the Goods Out has not been finished. If you cannot edit the goods out, click on Action > Return to edit to enable editing the goods out.

    1. Navigate to Inventory > Goods Out.

    2. Locate the Goods Out you want to edit and either:

      1. Click Actions on the Goods Out row, or

      2. Click the Goods Out ID to open the Goods Out Detail View, then click Actions in the upper right corner.

    3. The All Actions window will open.

    4. Select Edit Goods Out.

    5. The Edit Goods Out window will open.

    6. Update the Goods Out information as needed:

      1. Recipient

      2. Outgoing Date

      3. Goods Out ID

      4. Comments

    7. Click Save to apply the changes.

      If any required fields are missing or invalid, the system will highlight the field in red and display an error message.

      Note: The "Edit Goods Out" field only updates the Goods Out properties

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      Manage Article Batches in a Goods Out

      In the Goods Out Detail View, the Goods Out tab displays a table with all article batches that have been added to the Goods Out.

      From this table, you can edit, remove or reorder batches.

      Edit a Batch

        1. In the Goods Out Detail View, locate the batch you want to edit in the Batches table.

        2. In the Actions column, click the Edit icon.

        3. The Edit Batch window will open

        4. Update the fields as needed (for example Shipped Units).

        5. Click Save to apply the changes.

      The updated values will be reflected immediately in the Goods Out table.


      Remove a Batch

        1. In the Batches table, locate the batch you want to remove.

        2. In the Actions column, click the Remove icon.

        3. A confirmation message will appear.

        4. Click Confirm to confirm the removal.

      The batch will be removed from the Goods Out and the corresponding quantity will be returned to the article batch stock.


      Reorder Batches in a Goods Out (Drag and Drop)

      You can change the order of article batches within the goods out.

        1. In the Batches table, click and hold the left most icon on of the batch you want to move.

        2. Drag the row to the desired position in the table.

      The new order is saved automatically and will also be reflected in the delivery note generated for the Goods Out.

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      Finish Goods Out

      A Goods Out can be finished either from the Goods Out View or from the Goods Out Detail View.

      Finishing a Goods Out confirms the goods out transaction and finalizes the Goods Out.

      1. Navigate to Inventory > Goods Out.

      2. Locate the Goods Out you want to finish:

        1. Click Actions on the Goods Out row, or

        2. Click the Goods Out ID to open the Goods Out Detail View and click Actions in the upper right corner.

      3. The All Actions window will open.

      4. Select Finish Goods Out.

      5. A confirmation message will appear.

      6. Click Confirm.


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      Return to Edit (after Goods Out is Finished)

      Once a Goods Out is finished, it is marked as completed/finished in the system.

      If further changes are needed, the Goods Out must be returned to edit mode before modifications can be made.

      1. Locate the finished Goods Out you want to re-edit

      2. Click Actions to open the All Actions window
      3. Select Return to edit
      4. Edit the delivery, add batches, delete batches, etc
      5. Finish the delivery again

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      Delivery Note

      The delivery note can be generated either from the Goods Out view or from the Goods Out detail view. The Goods Out must be finished in order to generate the delivery note

      The delivery note contains the list of article batches included in the Goods Out and can be used as documentation for the Goods Out.

      1. Navigate to Inventory > Goods Out.

      2. Locate the Goods Out and either:

        • Click Actions on the Goods Out row, or

        • Click the Goods Out ID to open the Goods Out Detail View, then click Actions in the upper right corner.

      3. The All Actions window will open.

      4. Select Delivery Note.

      5. The Delivery Note will open and can be printed or downloaded.

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      Enter and Manage Note for Goods Out

      Add Notes

      You can add notes to Goods Outs to record additional information or comments related to the Goods Out. If you want to add a comment that can be visible in the delivery note, edit the shipment and enter or update the comment field.

        1. Navigate to Inventory > Goods Out.

        2. Locate the Goods Out and either:

          • Click Actions on the Goods Out row, or

          • Click the Goods Out ID to open the Goods Out Detail View, then click + Actions in the upper right corner.

        3. The All Actions window will open.

        4. Select Add Note.

        5. A dialog box will appear where you can enter the note.

        6. Click Create to record the note.


      View Notes

      Notes can be viewed in two places:

      Goods Out Page
      Navigate to Inventory > Goods Out and open the Notes tab to see a table containing notes from all Goods Outs.


      Goods Out Detail View
      Open a Goods Out by clicking its Goods Out ID, then go to the Notes tab to see notes related only to that specific Goods Out.


      Manage Notes

      You can manage notes directly from the Notes tab:

        • Click Archive under Actions to archive a note.

        • Click Restore under Actions to restore an archived note.

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      Add and Manage Documents

      When adding an article batch to a Goods Out, the system displays the documents associated with that batch.

      Each document appears as a checkbox item.

        • Users can select/deselect documents if needed

      When a document is selected, it will appear in the Documents tab of the Goods Out Detail View.

      Documents Tab

      The Documents tab shows all documents linked to the Goods Out, including documents originating from article batches and documents uploaded directly to the Goods Out.


      Source Column
      The Source column indicates where the document comes from:

        • Article Batch ID – The document originates from an article batch.
          The ID is clickable and opens the Article Batch Detail View.

        • Goods Out ID – The document was uploaded directly to the Goods Out.
          The ID links to the Goods Out Detail View.


      Removing Documents

      Documents can be removed from the Goods Out by clicking Remove in the Actions column.

      ⚠️ Important:
      Removing a document from the Goods Out does not delete the document from the article batch.
      It only removes the link between the document and the Goods Out.