Item Receipt
Item Receipt is the process of recording the arrival of inventory items at your location or other locations. This crucial step ensures that your inventory records are accurate and up-to-date.
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
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.
Add items
For each line: pick Item, enter Quantity, confirm UOM/Unit Price.
If lot/serial tracked, enter Lot/Expiry or Serials per policy.
Add landed costs (Overheads)
In Overheads, add freight/duty/etc. lines.
Save—costs are allocated to items so inventory value reflects landed cost.
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
For more detailed information on managing the receiving process, please refer to the specific sections in this documentation.
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