In Inventory, users will have the ability to create and submit a receiving. It is important to remember that not all receiving invoices will be derived from an order that has been submitted. For example, a receiving may occur when a truck appears and restocks a business based on their current needs.
Inventory is set up so that users can both create a receiving for:
Any order that has been submitted to a vendor using the Orders subtab. You can learn more about ordering here.
Ad Hoc situations where an order may not have been formally submitted but items are still being received.
- From an invoice. You can learn more about invoices here.
If the Vendor is set up to use EDI integrations, you can choose how you would like for the vendor to generate receives. You can learn more about that here.
The receiving page will be accessed by opening the side navigation menu, selecting Inventory, and choosing the Receive subtab.
The Receiving Page
On the receiving page, users will see previously submitted orders broken down into three different categories:
- Ready to Receive - Orders that have previously been submitted and are waiting to be received.
- In Progress - Any receiving that was started by a user but never finished.
- Completed - Any receiving that has been finished and submitted by a user.
Only a receiving considered to be in-progress can be deleted. To do so, click the trash icon to the far right of the item name.
If you would like to create a new receiving from scratch that is separate from any previously submitted orders, click Add.
A page will open with all of the items on the invoice listed, for each item, only two columns can be edited. the qty received column and the cost column.
Under the qty received column, you can add the amount of the item that you received. The cost of the item can be changed in the Cost column.
If you would like to add a new item to the receiving, click Add Item.
A copy of the receiving can be printed by selecting Print.
To submit the receiving once it is finished, click on Complete. A window will pop up asking you to confirm that you would like to finish the receiving.
Items that were on the purchase order but not on the electronic invoice the receive was derived from will appear on the receiving document. You can reveal these items by choosing show items.
Selecting the plus sign to the left of the item name will add it to the receive.