Receive A Product Order Into Inventory
After your shipment has been delivered, the final step in updating your inventory amounts is when the product order Status has been set to Received. The On Hand field will then reflect the quantities for each item ordered.
Before proceeding, ensure that the totals of the order match the totals from the packing slip received from the company and that the order Status has already been set to Placed.
- From the sidebar navigation, click
Products, then Inventory Orders.
- Ensure the applicable order is selected from the main Inventory Orders screen, then from the toolbar click
. - If all items have been physically received, from the Receive Order screen, click RECEIVE ALL.
- Make any necessary adjustments for out-of-stock, back-ordered, or substituted items.
- Optionally, if any items have a shelf-life, enter the applicable date in the Expires field, then
.
All quantities marked as received will be moved from the On Order column and added to the On Hand field of the product list.
Handling Out of stock items and substitutions:
-
Out of Stock: For items that are out of stock and will not be shipped in the future, first click RECEIVE ALL. Then, locate each out-of-stock item and click
to remove it from the order. When finished, click to receive all other items. -
Substitutions: Locate and select the product originally ordered, then click SUBSTITUTION.... From the Product Lookup form, search for the item that was shipped as a substitute. Once you find the correct item, click ADD to include it in your order, then click CLOSE. Next, in the Receive Order form, enter the quantity of the substituted item that was shipped in the RECEIVED field. Ensure all other quantities are correct for any other item that was shipped. When finished, click .
- Backordered Products: For items that are currently on backorder but are expected to ship, after clicking RECEIVE ALL, override the quantity in the Received field to zero. Then click to receive all other items. The order will remain in a Placed status, with only the products waiting to be received listed in the Receive Order screen. All other items will disappear, and quantities will be added to your inventory.
Additional Information:
Optionally, to track a product's life cycle for those with a shorter shelf life, enter the date in the Expires field.