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This guide is for locations that do not allow partial receiving. If partial receiving is enabled in your depot, you should read the instructions for partial receipts. |
In order to receive a shipment, you must first identify a shipment that needs to be received. You can see all of the available shipments by clicking inbound>List Inbound Stock Movements.
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Enter the qty that you received of each item. There are a few ways to do this:
Press "autofill quantities." The autofill quantities button will automatically fill in the receiving now column with the qty remaining to receive. This button is useful if you received the exact qtys expected. You can then edit the qty filled in if 1 or 2 items were not received in the full qty
Use the checkboxes to fill in qtys by pallet or line. Clicking the check box on the far left of the screen will autofill the expected qty for that line. Clicking the checkbox for the associated pallet will autofill the expected qty for all lines in that pallet. This can be useful if there are too many problems with the shipment to autofill all quantities, but you want to move a little quicker
Manually enter the receiving now qty for each line: This is the best option if there were many discrepancies between the shipment and the receipt
Add a comment on selected lines. For any line where there was a difference in qty shipped v received, it is wise to add a comment explaining what might have happened. Comments can also be included on any other line, but are not required for any line.
Edit a recipient on a selected line. If you want to change the recipient entered on a particular line, or you want to add a recipient, type the person’s name into the recipient box. The person entered will get an email when the receipt is completed.
Edit a bin location. If you do not see a bin location column on your page, that is because your location does not have bin tracking enabled. You can skip this part! If you do have bin tracking, the bin location field will be pre-filled with a receiving bin. Leave as is to move the items into receiving, and move them out later through the putaway process. if you want to skip the putaway and move items straight into their final bins, select the bin location you moved them to from the dropdown. You cannot put away one receipt line in two different bins using the receiving feature - to do this use the putaway process.
Edit a lot number or expiry date. If you received a different lot number or expiry date than is shown in the packing list, you can change the lot received by clicking the edit button. This will bring up a modal where you can change the lot or expiry date of the line. You can also split the quantity between two lots by clicking add line:
If you update an expiry date or a lot that already exists in the system you will get a message asking if you are certain you want to move forward. This is just to confirm that you have double-checked your data entry before you update the expiry date for a lot already in inventory. If your date is correct, press ok to save the change.
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