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Step 6: Review and complete receiving details for each item. Then, click Save Changes.
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Use the scroll bar at the bottom of the screen to view all column and the Calculated Totals for purchases, donations, sales tax, delivery fees, "other" costs, and storage fees. |
- By default, the Received Date is the current day. To change the date, click the calendar icon and select a different date.
- Enter the Invoice Number or delivery ticket number.
- Use the drop-down menu to select a Delivery Agent if applicable.
Verify the quantities on the receive order, invoice, and actual product match. If amounts vary for any reason, select the item and and enter the Quantity and/or Partial Unit received.
Info As quantities are changed, the Calculated Purchased Total (at the bottom of the window) are adjusted.
Once the quantity for an item has been confirmed or corrected, click to place a checkmark in the Checked box.
Note If all quantities are correct, you may choose to select Check All.
- Enter Purchased Total, Delivery Fee, Sales Tax, Storage Fee, and Donated Total where applicable.
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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. |
- Enter any necessary comments in regards to the receiving order.
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Additional Receiving Options
Add Item from List
Add Item by Inventory Tag
Add Item Ad-Hoc
Edit Item