Skip to content

Receiving Transaction

Receiving is the process of acquiring merchandise into the warehouse based on a Purchase Order or Work Order. The Receiving menu is sub-divided in several sub options: Receiving, Put Away and Receiving Adjustment.

Select Warehouse

Receiving Menu Options:

  • Receive: Receive products from third parties against a purchase order.

  • Put Away: Move cases from a staging location to a regular warehouse location.

  • Receive Adjustment: Adjust the total of boxes received in an open receiving. Used to correct errors while receiving.

Receive

Receive Order is the process of adding cases to the inventory coming from outsources. The receiving process is done against a Purchase Order and will increment the inventory. While receiving, the operator has the ability to palletize the cases that are being received. Received boxes are placed in a Location considered to be a staging location. This location is specified by the operator when starting this transaction. If the warehouse has only one staging location it will be used by the system by default.

Receiving screen

The user may receive by line number.

Receiving by line number

or by pressing enter on Line and then scanning or entering a valid item id from the order.

Receiving by scanning

Fast Receiving.

To be able to do a fast receiving press F6 OPT, then select Fast Receiving and Scan or enter a valid item id from the order.

Receiving by Fast Reciving

Receiving Adjustment

The Receive Adjustment transaction is used to correct any errors while receiving a Purchase Order. Only open receiving can be adjusted. Items to be removed from the receiving must still reside on its original received location, an item that has been moved into a regular location can not be removed via a receiving adjustment. Receivings that have been already closed can not be edited. It is recommended that only administrative personal are allowed to adjust a receiving. This transaction decreases inventory levels.

To get to the receiving adjustments screen press F6 OPT, then go to History. At the history you will see a list of the received items by line number, item id, quantity and date. Click any of the lines and the screen will show detailed information about the received item, if the user is ready to adjust they can do so by clicking F1 and confirming the adjustment.

Receiving adjustment

Put Away

Put Away is the transfer of already received boxes from a staging location into a warehouse location. It is recommended to put received products from outsources into a staging location (when logistics and environment allow it). Received boxes that are placed into a staging location should be moved into a regular location by the Put Away transaction.

Select Warehouse

Put Away Menu Options:

  • Source Location/Pallet/Serial:

    • Location: The warehouse location.
    • Pallet: The Pallet ID where the product is located.
    • Serial: The Serial Number of the box to be transferred.

  • Destination Location: Destination for the item that will be transferred.

  • Quantity: Amount of items that will be moved, used only for non-serialized products.