Receiving & stock

Before you begin

• The supplier purchase order and the delivered materials.
• The actual quantity and cost received for each line.

How to use it

1. 1

   Start from the purchase order

   Open Receiving and select a purchase order that is available to receive. Check the supplier and order number.

2. 2

   Enter what arrived

   Record received quantities, dates and costs for the material lines. Use the delivered quantities rather than copying the ordered amount automatically.

3. 3

   Save your progress

   Save the receipt and review any outstanding quantity. Correct mistakes while the receipt is still editable.

4. 4

   Finalize the receipt

   Review every line before finalizing. Finalization posts the receipt into the inventory workflow and locks the completed record.

5. 5

   Record other stock changes

   Use Stock adjustments or Checkout items for the relevant non-receipt change. Review any import preview before applying a stock update.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Receiving links delivered quantities to their supplier purchase order.

Common questions