Receiving Stock

To receive stock into inventory:

1. Order Number (required): If your division is set for automatic receipt order numbering, the system automatically enters a Receipt Order number in the Order Number field. If your division is not set for automatic receipt order numbering, an order number must be entered in the Order Number field.

2. Order Date (required): Defaults to today's date. To enter another date, click the drop-down arrow in the Order Date field and select the date from the calendar control that appears.
3. Vendor (required): Click the drop-down arrow in the Vendor field and select a vendor from the list that appears. All system vendors are added to the system at the Manage Vendors page (see "Vendors"). If the Vendor list is empty, it means that no vendors have been added to the system.

4. Ship To field (optional): To select a shipping address for the vendor, click the drop-down arrow in the Vendor field and select the vendor shipping address from the list that appears. The ship-to address for a vendor is added to the vendor at the Manage Vendors page (see "Vendor Ship-To Addresses"). If the Ship To Address list is empty, it is because no ship-to address has been added to the selected vendor.
5. UDF 1 through UDF 4 fields (optional): enter any special information about this receipt in the UDF 1 through 4 fields.

6. Enter the item or items for receipt.
   1. Site (required): The default site of the logged-in user is automatically selected in the Site field. If the logged-in user has access to another site in this division, he/she may select it via the Site drop-down list.
   2. Location (required): Select the location (required) for item receipt.

   Note: If your system uses containers, the Location field will contain a container control, which supports item receipt to an existing container or a new container; for more information about using the container control, see "Container Control".

   3. Item Number (required): Select the item number to receive.
   1. Unit of Measure (required): if your system uses default unit of measure, the system default unit of measure is automatically entered in this field. If the system uses multiple units of measure, you must select a unit of measure for this item from the options available in the Unit of Measure drop-down list.
   2. Quantity (required): enter the received quantity in this field. For a serialized item, the received quantity is automatically set to 1 and cannot be changed.
   3. Serial Number (required for a serialized item): If this item requires a serial number, the received quantity is automatically set to 1 and a serial number is required for the item. You must enter a unique serial number for this received item (required) in the Serial Number field.
   4. Lot (required for a lot item): If this item is a lot item, a lot is required. You must enter a lot for this item in the Lot field.
   5. Expiration Date (required for an expiration date item): If this item is an expiration date item, an Expiration Date date is required. Click the drop-down arrow in the Expiration Date field and select a date from the calendar control that appears.
   6. Unit Cost (required for a Track Cost item): If Track Cost is ON for this item, the unit cost is required. Enter the unit cost for the item in this field.
   7. RFID Tag Number (available when the default division uses RFID): If this item is an RFID item, the RFID Tag Number field activates. An RFID Tag Number is optional and may be entered in this field. When an RFID tag number is entered, the receipt quantity cannot be greater than one (1).
   8. Comment (optional) enter any comment (optional) about this item in the comment field.
   9. Click the Add icon to add the line item to the receipt order . The item appears in the details portion of the page as a line item.

   

   1. (To clear this line item information instead of adding it, click the Clear icon. The item fields will clear and this item will not be added as a line item.)
7. Continue adding items to be received until you are finished.
8. Any line item that has been added to the Details portion of the page may be deleted by selecting the Delete icon.
9. Click the Save icon along the bottom of the page to process the stock receipt transaction. The page clears to indicate that the receipt was performed. The inventory is adjusted to reflect the stock receipt and the receipt transaction history is recorded at the View History page.
   1. (Clicking the Cancel icon will clear the page to cancel this transaction.)

Note: When adding the same location-item number-unit of measure to the order more than once, a single line item is created. When the same location-item number-unit of measure is added to the order for a Track Cost item, the first Unit Cost entered is the unit cost associated with this line item.

For more information about the Details of the inventory being received, see "Receipt Inventory Details".

When a stock receipt is completed, the following transactions are performed:

• New Order (NO)
• Receipt (REC)

To view the transaction history for this receipt, select Reports > History from the navigation pane. The View History page appears; the receipt transactions are listed there.