Item Receipt

Overview

• Item Receipt is done by creating an Item Receipt record.

• Item Receipts can be created independently or linked to a Purchase Order.

• Partial receiving is supported for items on a Purchase Order.

• Landed costs can be included to calculate the true cost of inventory items. (Not yet implemented)

Where to Access

Users can access Item Receipt via Manufacturing pane

Key Attributes (brief)

Header

• Date/Time: Receipt timestamp.

• Purchase Order: Link to an existing PO (optional).

• Vendor: Supplier for this receipt.

• Receipt Number: System-generated or manual ID.

• Location: Site/warehouse receiving the goods.

• Inspection flag (if shown): Mark if the receipt requires inspection.

Addresses

• Vendor Address / Shipping Address: Auto-filled from vendor/location; editable for the document.

Items (per line)

• Item: Product being received.

• Description: Line memo/details.

• Quantity: Units received (supports partial).

• UOM: Unit of measure for the quantity.

• Unit Price / Amount / Tax: Costs and tax for the received line.

• Lot/Serial (if applicable): Enter lot number and expiry (lot-tracked) or serials.

Overheads (landed costs)

• Overhead: Freight, duty, brokerage, etc.

• Description: What the charge is for.

• Quantity / Unit Price / Total Price: Amounts for the cost line.

• These costs are capitalized into inventory (distributed across received items).

Footer/Other

• Department / Project Code: Optional tagging for reporting.

• Internal Notes: Private comments.

• Attachments: Drag & drop documents (packing slip, BOL, images).

Key Functions

1. Create a receipt

   • Go to Purchase ▸ Item Receipt ▸ Add New.

   • (Optional) Select Purchase Order to load open lines.

   • Set Vendor, Location, and Date/Time; confirm Receipt Number.

2. Add items

   • For each line: pick Item, enter Quantity, confirm UOM/Unit Price.

   • If lot/serial tracked, enter Lot/Expiry or Serials per policy.

3. Add landed costs (Overheads)

   • In Overheads, add freight/duty/etc. lines.

   • Save—costs are allocated to items so inventory value reflects landed cost.

4. Save & update the PO

   • Save the receipt.

   • For PO-linked lines, the PO’s received quantities update automatically.

   • The PO remains open until fully received (or manually closed).

Best Practices

• Match received quantities to the packing slip/PO before saving.

• Enter lot/expiry accurately for traceability.

• Attach the packing slip and any freight invoices.

• Use Department/Project to keep downstream reporting clean.

• Reconcile receipts against vendor bills regularly.

Related Features

• Purchase Orders

• Items

• Lot Tracking

For more detailed information on managing the receiving process, please refer to the specific sections in this documentation.