When stock arrives from a supplier, receive it against the purchase order. This updates your inventory automatically at the order’s receiving location.
Open the receive form
- Open the purchase order. It must be Approved or Partially Received.
- Click Receive Items.
The page header reads “Receive Items.”
Record what arrived
- For each line you will see the quantity Ordered and the amount Already Received.
- Enter the amount that arrived in the Receive Now box for each item.
- To fill in every remaining quantity at once, click Receive All Remaining.
- For items that use serial tracking, click + Add Serial Numbers and enter a serial number for each unit.
Save
Submit the form to record the receipt. Your inventory is updated and the order’s status changes to Partially Received or Received depending on how much has now arrived.
Tip: You can receive in several deliveries. Each time you receive, only the remaining quantity can be entered, so you cannot accidentally receive more than was ordered.