Use Receive (Goods-Inwards) to bring stock into Warehouse against an existing contract and SKU.

Stock is received as part of a batch. Once the batch has been verified as received, the stock can be made available for picking and used on customer orders.

Before you start

Make sure:

  • The required contract has already been created.
  • The SKUs being received already exist against the contract.
  • You know the quantity of each SKU being received.
  • You have any required lot, expiry-date or serial-number information available.
  • The required warehouse location exists if the stock needs to be received directly into a specific location.

1. Open Goods Inwards

Go to:

Inventory → Receive (Goods-Inwards)

The Goods Inwards screen is used to create a receiving batch and add the stock being brought into Warehouse.

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2. Start a receiving batch

Select BATCH START.

Enter a reference that will help identify the batch, then select OK.

Note: Use a clear batch reference so the receipt can be identified easily later under Manage Batches.

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3. Select the contract

Select the Contract the incoming stock belongs to.

The selected contract determines which SKUs are available to add to the receiving batch.

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4. Add stock to the batch

Select ADD STOCK LINE.

Search for and select the required SKU, then enter the quantity being received.

Complete the additional stock information where required.

Field
Description
SKU
The product being received into Warehouse.
Quantity
The number of units being received.
Location
Select a warehouse location if the stock should be received directly into a specific location. If left blank, the stock will default to Goods In.
Expiry Date
Enter an expiry date where the product requires shelf-life tracking.
Lot Number
Enter a lot number when the received stock needs to be identified as part of a particular pallet, batch or stock group.
Serial Number
Enter the serial number when receiving serialised stock.
Tip: Use the Lot Number when stock needs to be identified or selected from a particular incoming batch later.

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Receiving serialised stock

If the SKU is serialised, enter the serial number in the Serial Number field.

Press Enter after entering a serial number when another serial needs to be added.

Important: When receiving a serialised item, the quantity must remain as 1.

5. Add additional stock lines

To receive another SKU in the same batch, select ADD STOCK LINE again.

Enter the required information for the additional product.

Repeat this process until all stock included in the delivery has been added to the batch.

Note: A single Goods Inwards batch can contain multiple SKUs.

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6. Submit the stock

Review all stock lines before continuing.

Check that:

  • The correct contract has been selected.
  • The SKU codes are correct.
  • The quantities match the physical delivery.
  • The location is correct where one has been selected.
  • Expiry dates, lot numbers and serial numbers are correct where required.

When everything is correct, select SUBMIT.

Warehouse will process the stock lines.

Successfully imported lines will appear in green. A line containing an error will appear in red.

Tip: Review any red stock lines and correct the problem before continuing with the batch.

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7. Verify the batch as received

Once the stock lines have been submitted, go to:

Inventory → Manage Batches

The receiving batch will appear in the list.

Right-click the required batch and select Verify as received.

Important: Only verify the batch as received once the physical stock has actually arrived and the quantities have been checked.

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8. Make the stock available for picking

When the batch is verified, Warehouse will ask whether the stock should be made available for picking.

Select YES when the stock is ready to be used on customer orders.

Note: Making the stock available for picking means it can be allocated to customer orders.

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9. Check the received inventory

Once the batch has been verified, go to:

Inventory → Manage Inventory

Find the received SKU and check that the new stock is shown correctly.

Confirm that:

  • The correct SKU has been received.
  • The quantity is correct.
  • The location is correct.
  • Any lot, serial-number or expiry information is correct.
  • The stock is available for picking where required.

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What happens next?

The stock is now held in Warehouse and can be used according to its inventory status.

If the stock was made available for picking, it can now be allocated to customer orders.

Next step:
Use Manage inventory to review the received stock, or Create an order when the stock is ready to be allocated to an outbound order.