This article details the workflow for item receipts. If you are looking for information on processing purchase orders, check out this workflow here.

Overview

Item Receipts are the way you actually receive the inventory quantities into the system. 

• to receive an entire purchase order
• to receive part of a purchase order
• to receive towards multiple purchase orders from the same vendor
• as a standalone item receipt that does not receive against a purchase order.

Go to Products module > Stock Control > Item Receipts

Item Receipt Against Purchase Order(s)

1. Start a New Item Receipt

   • Click Add New Item Receipt.

   • Select a Vendor and choose the related open Purchase Order(s).

   • Products still open on the selected Purchase Orders will appear with their expected quantities.
     
     

2. Adjust Quantities to Match What Was Actually Received

   Option A: Scan Items (Recommended)

   • Click to zero out all quantity line items.

   • Scan each product as it is received — quantities will automatically update as you scan.

   • After scanning, click the trash can icon to remove any remaining items with a quantity of zero.

   • You can not save the Item Receipt if it includes items with a quantity of zero.

   Option B: Manually Enter Quantities

   • Either start with zeroed quantities and enter the actual counts, or

   • Adjust the pre-filled quantities as needed.

Standalone Item Receipt (No related PO)

1. Add New item Receipt.

2. Add Products and Quantities by scanning or searching.

3. Set the Status:

• Stocked adds the quantities to your inventory

• Marking a Purchase Order as Received indicates that the items have arrived, but they are not yet added to your actual stock. This is useful if you place products in a holding area before making them available for sale.

  If the Item Receipt is still in progress, using this status allows you to save your progress and return later to complete or update the receipt.

4. Ensure that both the Quantities and Cost (displayed in the Price column) are accurate.Click OK to confirm and save the receipt. If the product is set to be stocked, the inventory will be updated in the system accordingly.

Need to remove that inventory?  Delete the item receipt.