Receive incoming material stock
Book delivered material from production orders into inventory, one order or many items at a time, from the Receiving tab.
Under review. This page is published while we check it against the live app, so some details may have changed.
The Receiving tab lists the production orders of this material that are shipped or about to arrive. When the goods are in your hands, you receive them here and the quantity is added to your stock.
LibraryMaterialsopen a materialInventoryReceiving
Permission: VIEW_PRODUCT,UPDATE_PRODUCT
Before you start
- A production order only appears here once it has a shipment. Create it in Create a material production order and ship it in Material shipping and tracking.
- Each order shows the destination of its shipment (a warehouse or a supplier location). That is where the stock is added.
Read the board
At the top, three cards count the orders by status. Each shows the number of orders as POs, Items and Qty:
| Card | Meaning |
|---|---|
| In Transit | The shipment is on its way and not yet late. |
| Ready to Receive | The shipment is marked as delivered and waiting to be received. |
| Overdue | The estimated delivery date has passed. |
Below the cards, the orders are laid out in three columns with the same names. An empty column says No orders. Use the two buttons at the top right to switch between the board and a table.
Each order card shows the Tracking Number (when there is one), the production number, Expected date, the destination, and Items and Qty counts.
In the table view the columns are Tracking Number, Production Order, Expected Date, Items, Qty, Status and Actions. The status badge reads In Transit, Ready to Receive or Overdue.
Receive a whole order
Find the order
Look in the Ready to Receive column, or in the table for an order with the Ready to Receive status.
Click "Receive"
Click Receive on the order card or table row. Only orders that are Ready to Receive have this button.
Check the items
In Confirm Receiving Items, check the list. Each line shows the material picture, name, colour, destination and quantity.
Click "Confirm Receive"
Click Confirm Receive. Click Cancel to leave without receiving.
Receive only some items
Open the items
Click View Items on an order card, or View in the table, to list the materials in the order.
Select the items
Check the boxes of the items you are receiving. Select All Items (or Select All in the table) selects every item in that order.
Click "Receive"
The button now reads Receive followed by the number of selected items. Click it. To receive across several orders, select items in each and click Receive Selected at the top right instead.
Change a quantity (optional)
In Confirm Receiving Items, click Change Qty on a line, type the quantity you really got and click the tick. The field shows Max with the ordered quantity, and you cannot enter more than that.
Click "Confirm Receive"
Click Confirm Receive. The button is disabled while a quantity is still being edited.
You should now see the received quantity added to Available on the Stock Overview tab.
Note
You can also receive from the Stock Overview tab. Use Receive in the three-dot menu of a stock line. It opens the Receive Items window for that material and colour only.
Troubleshooting
An order is missing. Only orders whose shipment is in transit, delivered or overdue are shown. An order without a shipment is not listed.
The Receive button is missing. Only orders marked Ready to Receive can be received.