Receiving
Use Menu > Products and services > Receiving to record inventory received from vendors against purchase orders or returned by customers against return authorizations. Item receipts update the source transaction and, for restocked inventory products, increase quantity on hand at the selected receiving location.
The Receiving page has these tabs. Select a tab after opening Menu > Products and services > Receiving. Each tab has a distinct URL that you can bookmark:
- Orders to receive lists purchase orders that have quantities available to receive. You can search by purchase order and filter by expected receipt date, status, created date, expected shipments, vendor, or receiving location.
- Returns to receive lists return authorizations that have quantities available to receive. You can search by return authorization and filter by return start date, status, customer, receiving location, item count, return authorization, or sales order.
- Receipts lists the item receipts created from purchase orders and return authorizations. You can search by item receipt or memo and filter by date, entity, item receipt, or memo.
Before you receive items, create and submit the purchase order or return authorization that authorizes the receipt.