Incoming variant for manual merge.
Receiving Shipments
Receiving is the process of accepting and processing inbound shipments, including purchase orders, transfers, and returns.
Receiving a Shipment
- Navigate to Run → Receiving
- Find the shipment to receive (by PO number, shipment number, or scan barcode)
- 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:
- Navigate to Putaway Tasks
- Select location and bin for each item
- Complete putaway tasks
- Inventory is now available for picking
Related Pages
Permissions & Roles
Receiving shipments requires inventory management permissions. Some organizations may require approval for receiving. Contact your organization administrator for details.
