Receiving Ordered Items:
To receive the items against a Purchase Order. head to Inventory Operations tab and click on the "Receive" Button.
In the receive screen you see all the items pending receive.
To find the exact product that you want to receive, you can Filter by Product name or Product Code Or Purchase Order No (Ref No) or Supplier by entering them on 'Filter By' box and hitting the enter button. This will narrow down the entries so that you can choose the one you want to receive.
If the products that you receiving are barcoded and that the barcode is updated in the product code field of the product master, you can scan the barcode in the'Scan' box available in the receive screen. Every scan will increment the quantity received by 1 and by scanning every item that you have received, you can accurately capture the number of quantities received.
If the products are not barcoded or if you do not want to scan multiple times, you can manually put the quantity that you are receiving and save.
If you have received partial quantities, system will auto generate a entry for remaining quantities to be received in the receive screen.
Other important aspects while receiving:
Inventory Status: You can set a status for the inventories. For example, if you have a QC process, while receiving you may set the inventory status to 'QC Pending' and once qc is complete status can be changed to QC Approved. For changing the status of inventories received, please use the button 'Change Inventory Status' on inventory operations.
Lot No's: If lot tracking is enabled for a product, when you hot 'Receive' button, system will require you to add the details of the lot No, expiry date or any other custom fields that might have been enabled for you. Reach out to our support team for adding custom fields in the lot No screen.
Serial No's: If serial tracking enabled for the product while receiving system will require you add the serial numbers for number quantities that you are receiving. You can also upload the serial numbers.
If you have mistakenly received something either by entering a wrong quantity or by choosing a wrong product, you can find all entries in 'All Transactions' tab. Received transactions will have the 'Transaction Status' set to 'Receive'. By changing the 'Transaction Status' of the corresponding entry to 'Open', received inventories will be reverted.