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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. |
| Receive Inventory |
| Edit Receiving Record |
| Print Receiving Report |
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From the Home tab, select Receive Inventory.
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Receiving inventory is made easy through the Receiving wizard.
Step 1: Click Add New Receiving from the Action tab.
Step 2: Begin the receiving process by following the wizard and click Next.
Step 3: Select the correct Receiving Type. Then, click Next.
- Order that has been delivered by a vendor - Choose this option to receive an order that was previously entered in the system. This is the most commonly used receiving type.
- Items that have been transferred from a warehouse or other site - Choose this option when receiving from the USDA, a warehouse or other site.
- Items received from a price-contract/purchase-order - Choose this option to receive an order from items awarded in the Bid Process where a price-contract or P.O. exists.
- Ad-hoc items (no order or transfer exists) - Choose this option to receive an order that was not previously entered in the system. e.g. - A purchase from a local vendor/grocer in which there is no existing order or bid such as milk, bread, or CocaCola™.
Step 4: Complete receiving options depending on Receiving Type.
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Select the order you are receiving from the available list. Then, click Next.
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Select the correct price-contract/purchase-order from which you are receiving.
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Use the drop-down menu to select the site from which you are receiving ad-hoc inventory.
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