Receiving Shipments

Receiving is the process of accepting and processing inbound shipments, including purchase orders, transfers, and returns.

Receiving a Shipment

1. Navigate to Run → Receiving
2. Find the shipment to receive (by PO number, shipment number, or scan barcode)
3. Click Receive Shipment

Receiving Workflow

1. Verify Shipment

• Match PO: Verify shipment matches purchase order
• Check Items: Verify items received match expected items
• Inspect Condition: Note any damage or discrepancies

2. Enter Quantities

For each item:

• Enter Quantity Received
• Enter Quantity Accepted (may differ if damaged)
• Enter Lot Numbers (if lot tracking enabled)
• Enter Expiry Dates (if expiry tracking enabled)

3. Handle Discrepancies

If quantities don't match:

• Short Shipments: Less than expected
• Over Shipments: More than expected
• Wrong Items: Items not on PO
• Damage: Damaged items

4. Complete Receiving

• Review all received items
• Add notes if needed
• Click Complete Receiving
• System will:
  • Update inventory levels
  • Create putaway tasks (if applicable)
  • Update purchase order status

Putaway

After receiving, items may need to be put away:

1. Navigate to Putaway Tasks
2. Select location and bin for each item
3. Complete putaway tasks
4. Inventory is now available for picking

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Related Pages

• Shipments
• Inventory Overview
• Viewing Inventory

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Permissions & Roles