Use the Receiving feature to update your inventory, either from a purchase order or from direct inventory arrival. There are two ways to create a Receiving:
From a Purchase Order
Complete the PO to automatically update inventory.Without a Purchase Order
Create a receiving to manually record new inventory.
Create an Inventory Receiving
Before recording items, you must first create a new receiving. Follow the steps below:
Go to the Receiving tab from the left menu.
Click the Receive button.
Confirm that Receive is selected next to the search bar.
Add Items to the Queue
Once the receiving is open, you'll need to add the items that are being received.
Search the items you want to add.
Select the item and click Add.
Complete Receiving Details
After adding items, provide the necessary information to record the receiving.
To complete the receiving details, fill out the following:
Add a Supplier
Select the supplier.Payment Method
Record the type and amount of payment.Receiving Date
Defaults to submission date, adjust if necessary.Comments
Add optional notes about the receiving.
Process the Receiving
The final step is to choose how you want to save the receiving. Follow the steps below:
To save a receiving and update inventory, click Finish.
To save a receiving without updating inventory, click Suspend.
