Deliveries & Receiving

Track the physical arrival of materials from suppliers and convert purchase order quantities into usable inventory.

Deliveries and receiving track the physical arrival of materials from a supplier, turning purchase order quantities into usable inventory.

Receiving orders

A receiving order is created from a purchase order to record what physically arrived. Each receiving order contains line items that correspond to the PO lines.

Receiving order lines track:

  • Quantity Received: how many units arrived for this line
  • Stocked At: timestamp of when the material was stocked into inventory
  • Is Fully Received: whether the received quantity meets or exceeds the ordered quantity
  • Is Over Received: whether more was received than originally ordered

Deliveries

A delivery is the physical shipment record. Each delivery has an acceptance status:

  • Accepted: the delivery passed inspection and the materials are cleared for stocking
  • Rejected: the delivery was refused (damaged goods, wrong items, etc.)

Multiple deliveries can be created against a single receiving order if the supplier ships in partial batches.

The stocking flow

Stocking is the process that converts received materials into inventory. Here's how it works:

  1. Receive: record what arrived on the receiving order lines
  2. Stock: trigger the stock operation, which:
    • Creates inventory receipts for the received quantities
    • Allocates any open inventory issues (outstanding demand) against the new receipts
    • Marks the PO as fulfilled if all lines are complete

Stocking data

When stocking, you provide stocking data for each line item:

  • Lot numbers: assign lot numbers for traceability (see storage locations & lots)
  • Storage location allocations: specify where the material will be physically stored (warehouse, shelf, bin)

This data flows into the inventory receipts, so you can trace every unit back to the delivery it came from and the location where it's stored.

Related

Next: Production steps