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 |
From the Home tab, select Receive Inventory.
Receive Inventory
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.
Select the order you are receiving from the available list. Then, click Next.
Select the correct transfer ticket. Then, click Next.
Select the correct price-contract/purchase-order from which you are receiving. Then, click Next.
Use the drop-down menu to select the site from which you are receiving ad-hoc inventory. Then, click Next.
Step 6: Review and complete receiving details for each item. Then, click Save Changes.