Page Comparison

The Receiving process allows you to receive items delivered from a vendor, transferred from a warehouse/other site, received from a price-contract/purchase-order, or ad-hoc (in which no order or transfer exists). You may also print and make corrections to a receiving record. Depending on how your District operates, you may not use all receiving options indicated in Step 3.

From the Home tab, select Receive Inventory.

Anchor
Receive Receive

Receive Inventory

Receiving inventory is made easy through the Receiving wizard.

1. Click Add New Receiving from the Action tab.
   
2. Begin the receiving process by following the wizard and click Next.
   

3. Anchor
   Step 3 Step 3

   Select the correct Receiving Type. Then, click Next.

   Info
   title Receiving Types
   You may not see all receiving options listed below due to Site Setup and Site Permissions.

   

4. Complete receiving options depending on Receiving Type.

   Anchor
   ED13269 ED13269

   Expand
   title Order that has been delivered by a vendor
   Select the order you are receiving from the available list. Then, click Next.

   Anchor
   ED12157 ED12157

   Expand
   title Items that have been transferred from a warehouse or other site
   Select the correct transfer ticket. Then, click Next.

   Expand
   title Items received from a price-contract/purchase-order
   Select the correct price-contract/purchase-order from which you are receiving. Then, click Next.

   Expand
   title Ad-hoc items (no order or transfer exists)
   Use the drop-down menu to select the site from which you are receiving ad-hoc inventory. Then, click Next.

5. Anchor
   Step 5 Step 5

   Review and complete receiving details for each item.

   Panel
   title The Receiving Screen displays the following columns. You may remove columns by dragging them until an X is displayed or by right-clicking and selecting "Hide This Column".
   Checked Quantity Unit Description Partial Unit Catalog Number Item Description Brand Inventory Tag Price Contract Vendor Item # Donation Source Lot Number Expiration Date Purchased Price/Case Donated Value/Case Delivery Fee/Case Storage Fee/Case Other Cost/Case Purchased Total Donated Total Sales Tax Total Delivery Fee Total 'Other' Cost Total Storage Fee

   Info
   Use the scroll bar at the bottom of the screen to view all columns and the Calculated Totals for purchases, donations, sales tax, delivery fees, "other" costs, and storage fees.

   1. By default, the Received Date is the current day. To change the date, click the calendar icon and select a different date.
   2. Enter the Invoice Number or delivery ticket number (if applicable).
   3. Use the drop-down menu to select a Delivery Agent (if applicable).

   4. Verify that the quantities on the receive order, invoice, and actual product match. If amounts vary for any reason, select the item and enter the Quantity received.

      Info
      title Calculated Purchased Total
      As quantities are changed, the Calculated Purchased Total (at the bottom of the window) is adjusted.

   5. Enter the Lot Number, Expiration Date, Delivery Fee/Case, Storage Fee/Case, Other Cost/Case (if applicable).

   6. Once the quantity for an item has been confirmed or corrected, click to place a checkmark in the Checked box (where applicable).

      Note
      title Checkbox Variations
      Depending on the type of receiving (warehouse, price contract, ad hoc), you may or may not have checkboxes to confirm quantities and items.

   7. Enter At the top of the screen, enter Purchased Total, Delivery Fee, Sales Tax, Storage Fee, and Donated Total (where applicable).
      

      Info
      The Purchased Total (at the top of the screen) must agree within pennies of the Calculated Purchase Total before the received order can be saved.

      
      

      Anchor
      ED12254 ED12254

      
      
      Image Added
   8. Enter any necessary comments in regards to the receiving order.
      
      1. Click the Add Comment button.
         Image Modified
         
      2. Enter comments about the order. Then, click Ok. 
         Image Modified
         
      3. Click Close when you are done entering comments. 
         
   9. Click Save Changes when you have completed all actions.
6. Once you have saved changes, the Receiving Details report will open. Print or export the report.
   

Image Removed

1. Image Added
   Image Added

Return to Top

Anchor
AdditionalReceiving AdditionalReceiving

Anchor
ED12787 ED12787

Additional Receiving Options

Check All - If all quantities are correct, you may click the Check All button (where applicable).

Attached Images - Allows you to scan, add, edit, view, and remove images from a receiving record. e.g. Delivery Invoice, Backorder Invoice, etc.

Delete Entire Receiving Record - Allows you delete the entire Receiving Record (depending upon permissions).

Bulk Changes - Allows you to make bulk changes to all items. Use the drop-down menu to select which bulk change in which you wish to apply changes.

Lot Numbers - Enter the Lot Number to use for every item on the invoice.

Delivery Fees - Enter the Delivery Fee per Case to use for every item on the invoice.

Storage Fees - Enter the Storage Fee per Case to use for every item on the invoice.

Other Costs - Enter the Other Cost per Case to use for every item on the invoice. 

 Allows you to add additional items from the list of available items.
 Image Modified

Add Item by Inventory Tag - Allows you to add an additional item by an inventory tag as long as an existing inventory tag does not exist.

Add Item Ad-Hoc - Allows you to Search for and add an ad-hoc item from the list of available items.

Edit

Item - Allows you create a New Inventory Tag for an item.

Remove Item - Allows you to remove a selected item from the Receiving invoice. (e.g. An item was not received due to low/no stock or was in poor condition for consumption.)

Scan Barcodes - Allows you to scan single, box, case, and pallet item barcodes when receiving inventory.

Return to Top  

Anchor
Edit Receiving Edit Receiving

Edit Receiving Record

You may make edits/corrections to an existing invoicerecord. In order to make changes, you must first open the correct operating day.

Search for the receiving record. Then, select the correct invoice and click Edit Receiving Record to make any necessary edits following the same instructions in Step 5.

• Received-at Site - Use the drop-down menu to select a site.
• Received-on or after - Use the calendar tool to establish a beginning date.
• Received-on or before - Use the calendar tool to establish an ending date.

Return to Top  

Anchor
Print Receiving Print Receiving

Print Receiving Record

The Receiving Details report can be attached to invoices submitted to Central Office. The Receiving Details report should open immediately after saving changes to a receiving record; however you may choose to print the report at any time.

Search for the correct receiving record. Then, select the correct invoice and click Print Receiving.

• Received-at Site - Use the drop-down menu to select a site.
• Received-on or after - Use the calendar tool to establish a beginning date.
• Received-on or before - Use the calendar tool to establish an ending date.

Print or export the report. Then, click Close Print Preview.

The Receiving Details report displays the Receiving ID, Invoice Number, Received at Site, and From Site. Included is the Catalog Number, Item Description, Brand, Lot Number, Case/Unit Description, Quantity, Case Price, Purchase Price, Donated Value, and Sales Tax. Invoice totals are broken down by Purchased, Donated , and Sales Tax.

Return to Top