Receive Inventory

6 articles

About Receive Inventory

Receive Inventory is part of the add-on Purchasing module. This feature is used receive items into inventory for a particular stocking location against an existing purchase order or directly into inv…

Updated by Cheryl Wallace

General tab for Receive Inventory

This is the default tab for Receive Inventory.  It displays the identifying information for the inventory receipt including the purchase order, if applicable, and when and from which vendor the inventory was received. Use this tab to receive items into inventory either with or without an existing purchase order.

Updated by Cheryl Wallace

Items to Receive tab for Receive Inventory

Use this tab to assign primary IDs (bar codes, RFID tags, etc.) to incoming inventory for existing part numbers. When receiving against a purchase order, most of the fields will be updated automatica…

Updated by Cheryl Wallace

Items Received tab for Receive Inventory

This tab displays the details for all inventory selected to be received on the Items to Receive tab. Use this tab to review the inventory ready to be received and make any required changes before pro…

Updated by Cheryl Wallace

Receiving Inventory with Purchase Order

Click Purchasing in the left side menu bar and click Receive Inventory. Select the purchase order to receive using either method below. Enter the Purchase Order No. and click. The identifying details…

Updated by Cheryl Wallace

Receiving Inventory without a Purchase Order

Click Purchasing in the left side menu bar and click Receive Inventory. Click in the edit tool bar to add a new record. Select the Stocking Location and Vendor Optionally, add the Invoice Number and…

Updated by Cheryl Wallace