Receive Inventory

 

There are several ways to receive inventory in the Order Manager. You can use the method that best suits your business. Note: Non-Purchase Order Items refers to items that were not ordered on a purchase order, i.e. you do not use Purchase Orders within the Order Manager.

 

Receive Purchase Order Items

Method #1

  1. Go to the Main Menu>Maintenance Menu>Inventory & Suppliers tab>Purchase Orders button.

  2. The Purchase Orders dialog box opens.

  3. On the Find & Select POs tab, click in the row of the PO for which you wish to receive items.

  4. Click on the Selected PO tab.

  5. Click in the row of the item you wish to receive. Click the Received button in the Line Item group.

  6. Select the date on which the item was received. Click OK.

  7. The program receives the quantity ordered into inventory and marks the item OK.

  8. If you have received all items on the PO, click the Close PO button in the upper right hand corner of the screen.

  9. If you click the Close PO button without receiving all the items on the PO, the program marks the items without "Rcvd." quantities as OK.

  10. Click Exit to close the Purchase Orders dialog box.

 

 

Method #2

  1. Go to the Main Menu>Maintenance Menu>Inventory & Suppliers tab>Purchase Orders button.

  2. The Purchase Orders dialog box opens.

  3. On the Find & Select POs tab, click in the row of the PO for which you wish to receive items.

  4. Click on the Receive Inventory tab.

  5. Choose one of the following methods:

  1. To receive all of the items on the PO at once, click the Entire PO Received button under the Items in Selected Purchase Order heading.

  2. If the item is labeled with a bar code, scan the bar code. The bar code appears in the Barcode field located under the Entire PO Received button.

  3. Click in the row of the item you wish to receive. The SKU appears to the left. Enter the quantity received. Click Add to List.

  4. After an item is received, it appears in the Tentative List of Received Items window below.

  5. You can print bar code labels one of two ways if necessary:

  1. If you wish to print bar code labels for only some of the items, click in the Print Labels checkbox of the appropriate items.

  2. If you wish to print bar code labels for all of the items, click in the Print Labels for all items received checkbox.

  3. To print a test run of the bar code labels, click the Test Print button.

  4. To clear the Tentative List of Received Items list, click Start Over.

  5. To save the data, click the Post Data button.

  6. If the PO is complete, click the Close PO button.

  7. Click Exit to close the Purchase Orders dialog box.

 

 

 

Receive Non-Purchase Order Items

Scan non-PO items into inventory (These directions can also be found on the Scan Inventory dialog box.)

 

*Note: This method is not compatible with FIFO Inventory Cost tracking. Instead, follow the instructions below for keying non-PO items into inventory from the Inventory dialog box.

 

  1. Go to the Main Menu>Maintenance Menu>Inventory & Suppliers tab> Scan Non-PO Items Into Inventory button.

  2. The Scan Inventory dialog box opens.

  3. Scan each item you wish to receive.

  4. If a bar code is missing or cannot be scanned, manually enter the bar code or SKU in the appropriate field in the upper left corner of the form.

  5. For multiple quantities, scan each bar code once or scan one bar code and enter the quantity received in the "Quant." column in the Scanned Items window.

  6. To clear the last item you scanned, click the Cancel Last Scanned Item button at the top of the form.

  7. To start over completely, click the Cancel Entire List button.

  8. Click the Save button to post the data and add the items to your inventory.

  9. Click Close to exit the Scan Inventory dialog box.

Key Non-PO Items into Inventory

The Receive button on the View Inventory screen is used to type non-PO item into inventory.

  1. Go to the Main Menu> Maintenance Menu> Inventory & Suppliers tab> Inventory button.

  2. The Inventory dialog box opens.

  3. Navigate to the appropriate item record.

  4. Click the Receive button.

  5. The Receive Inventory dialog box opens.

  6. Enter the Quantity to Add.

  7. Enter the Cost per Unit.

  8. If you wish to print bar code labels for each unit received, click the Print Barcoded labels checkbox.

  9. Click OK.

  10. The value in the # On Hand field is updated accordingly.

  11. Click Close to exit the Inventory dialog box.

 

 

 

See Also

Maintenance Menu