Receive Item is used when items are received from Deliver Item transactions or from suppliers based from created Purchase Orders.
Receive Item
- Go to Navigation Panel > Inventory > Receive Item.
- Click Receive Item.
- A pop-up form will appear.
-
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.
-
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.
Approving Receive Item
- Mark the checkbox of the receive item row that you want to approve.
-
Click Bulk Action and click Approve Level 1.
-
A confirmation modal will appear, click OK.
Note:
Go to Company Setup > Default Settings, head to the System Preference tab to enable/disable the approval for Receive Item.
You may also set here the number of approvals for the receive item to be approved.
-
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.
Other Action
To print the receive item report,
-
Click the cog button of the receive item row and click Print.