Creating a New Receiving Document

Receiving Documents are usually downloaded from the home office; however, you can also create a Receiving Document in your store if a shipment arrives without one. Use the following process to create a new Receiving Document so that you can receive the shipment and update inventory.

1. At the Receiving Document Search form or the Receiving search results form, select the Add New option to create a new Receiving Document.

   Figure 2-16 Receiving Document Search Form

   
   

   

   
   

   Figure 2-17 Receiving Document Search Results Form

   
   

   

   
   

2. Xstore Classic displays the Add Receiving Document form:

   Figure 2-18 Add Receiving Document Form

   
   

   

   
   

   Enter the information as required:

   • Document ID: Depending upon your system's configuration, Xstore may generate this number automatically.

   • Document Type (REQUIRED): Select the Receiving Document type from the list.

   • Date: The date the Receiving Document was created. The default is today's date.

   • Received Via: Select the method by which the shipment was received (for example, UPS, FedEx, and so on).

   • Track #: Enter the Tracking Number found on the shipment, if it is known.

   • Received Date: Enter the date the shipment was received in your store.

   • Received From (REQUIRED): Select the location from which the shipment was shipped.

   • Name: Enter the name.

   • Address (REQUIRED) fields: Enter the address information.

3. When you have entered all the information for this new Receiving Document, select the Process option.

4. Xstore Classic prompts for the carton and item information. Refer to Adding a New Carton to a Receiving Document for procedural information.