Receiving

Any purchase order created in the system that has not been received is automatically posted to the "Receiving" module.

Select "Shipping & Receiving > Receiving" from the left menu panel to view PO's that have not been received.

To receive the purchase order in full, select the checkbox next to the order.

  • Select the "Mark Orders Received" button to receive the entire order.
  • All quantities on the purchase order are added into stock and the order status is automatically updated to "Received".
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To review the order details before receiving the entire PO, click the link in the "Order Id" column for the appropriate order number.

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  • The PO details appear as shown below.

  • Clicking the "Edit" button.

  • Clicking the "Export to PDF" button will print a Receiving Slip of the order.

  • If Amazon FBA is enabled (Enterprise editions and higher only)the "FBA Ship Labels PDF" button will be available for selection. Clicking this button allows the printing of labels for inbound shipments.

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After clicking on Edit, this screen will open the order and allow for receiving the PO manually.

  • Enter the quantity received for each line on the order. You can see the total adds up accordingly.
  • Click the "Received" box under "Status" (assuming the entire order is being received). *Note: To receive a partial order, please see this module for more information.*
  • Click "Save" to finish.
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  • You can also receive by scanning the product barcode. At the top, you can see a Receive by Barcode Scan button, click on it. Instantly a text field appears. Scan the barcodes into that text field.

  • The quantity received in the respective line item in the PO gets updated.

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If the product being received is a Serialized Product, then the serial number of the product can also be entered in this form during the Receiving process as shown below.

  • Click the checkbox next to "Received" in the Status box.
  • Click "Save" to finish and receive the order.
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The same method from above applies for Lot Tracked products.

  • Select the magnifying glass next to the Lot No field.
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  • The following pop-up box will appear.
  • Enter the following:
    • Lot No
  • Lot Quantity
  • Expiration Date
  • To add an additional lot number, click the "Add Lot" button.
  • When all lot quantities have been added, click the "Save" button.
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  • Click the checkbox next to "Received" in the Status box.
  • Click "Save" to finish and receive the order.
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