Receiving

The Receiving tab in the Inventory Application application allows users to receive PO line items and to generate reports on receiving activity.

Click the Receiving tab or click Receiving List in the Purchase Orders tab ribbon to view all received PO line items in your system in a list.

Click a column header to sort the Receiving List.

ClosedReceive PO Line Items

Receive PO from the PO List

  1. Select a PO with a status of Sent from the PO List.
  2. Click Receive PO.
  3. Click Edit.
  4. Enter the received line item quantity and click the arrow in the Received Qty column header.
  5. Click Post.
  6. Click Close.

Create New Receiving Record

  1. Click Receive PO from the Receiving group in the Receiving tab ribbon.
  2. Click to open a list of purchase orders with Sent or Partially Received status.
  3. Select the PO record containing the line item(s) you wish to receive. Click OK.
    • To receive all line item units on the PO, click Auto Receive.
    • To receive a line item by scanning its UPC bar code, click Scan Receive. Scan the UPC code and click OK.
    • To manually receive a line item, click Add. Select the item or item code and enter the quantity received in the Received Qty field.
  4. Click Post.
  5. Click Close.

ClosedReceiving Reports 

Receiving Summary

The Receiving Summary report presents a simple list of all receipt numbers with their corresponding PO numbers, received dates, and totals.

  1. Click Receiving Summary from the Reports group in the Receiving tab ribbon.
  2. Select the start date and end date for the receipts in the report.
  3. Select at least one vendor or select [All] from the Vendors list.
  4. Click OK.
  5. Print or export the Receiving Summary report to PDF or Excel.

Receiving Detail

The Receiving Detail report presents a page-by-page view of each receipt number with details on vendor, item, item category, and more.

  1. Click Receiving Detail from the Reports group in the Receiving tab ribbon.
  2. Select the start date and end date for the receipts in the report.
  3. Select at least one vendor or select [All] from the Vendors list.
  4. Click OK.
  5. Print or export the Receiving Detail report to PDF or Excel.