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Help Document

Receive Item

Receive Item is used when items are received from Deliver Item transactions or from suppliers based from created Purchase Orders.

Top ↑

Receive Item

  • Go to Navigation Panel > Inventory > Receive Item.
  • Click Receive Item.
  • From the Load From field, select from Purchase Order or Deliver Item.
  • If Purchase Order,
    • Select a Purchase Order No. (PO No.).
    • Origin and Items will be populated based on the selected PO No.
    • The current date will be initially displayed but you may select a different Transaction Date.
    • Select the Branch Destination of the item/s.
    • From the item table, enter the quantity of the item to be received under the Received Qty. column.
    • Click Save.
  • If Deliver Item,
    • Select a Delivery No..
    • Branch Origin, Branch Destination and Items will be populated based on the selected Delivery No.
    • The current date will be initially displayed but you may select a different Transaction Date.
    • From the item table, enter the quantity of the item to be received under the Received Qty. column.
    • Click Save.

Approving a Receive Item

  • Mark the checkbox of the receive item row that you want to approve.
  • Click Bulk Action and click Approve.
  • A confirmation modal will appear, click OK.
  • To reject a receive item, check the row of the receive item, click Bulk Action and click Reject.
  • A confirmation modal will appear, click OK.

Printing Receiving Report
  • Click the cog button of the receive item row and click Print.
Print Receiving Report Option

Set a number format for Receive Item number.

  • Go to Default Settings and head to System Preference tab.
  • Click the View icon and select the number format you want.
  • Click Save Changes.

Set a numbering setting for Receive Item number.

  • Click the View icon and select the numbering setting you want.
  • Click Save Changes.
Note:
If you are not satisfied with the alignment of the fields (Pre-printed Booklet) or if you want to change the order of columns (System Template) in the receiving report, you can change it in Templates.

Change in Quantity
With Authorization

If the Receive Item is loaded from Deliver Item, quantity of the items will be deallocated upon approval. It will be reallocated if the Receive Item is canceled when it is already approved.

Without Authorization

If the Receive Item is loaded from Deliver Item, quantity of the items will be deallocated upon creation. It will be reallocated if the Receive Item is canceled.

If the Receive Item transaction is loaded from Deliver Item, quantity of the items are reduced in the Origin Branch and increased in the Destination Branch.

If the Receive Item transaction is loaded from Purchase Order, quantity of the items are increased in the Destination Branch.

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