Receive Inventory

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Record items received on open Purchase Orders.
 
Instructions
 Use the Receive Inventory action to record items received from vendors for open purchase orders. Mailware will automatically update cost and stock levels for items you enter as received.

  1. To run the Receive Inventory Action, click the Actions tab on the Company Database. Locate the following item then click an icon (or, simply click a link below).

  1. The following screen will appear.

  1. The dialog is blank when it opens. To begin receiving inventory click the Vendor Name pull down and select the Product Supply Vendor from whom the products are being received.
     

  2. Enter the vendor's invoice number that was sent with the order, if applicable. You can also enter an Invoice Date if you wish.
     

  3. You can select a single purchase order from the PO Number drop down list, or click the Select... button to work on multiple purchase orders. A dialog will pop up, and you can check off the purchase orders you wish to work with.
     

  4. The products entered on the original purchase order(s) will be entered in the Items Received Grid automatically. You can begin entering items received (RCD), and the actual amount charged by the vendor (Amount) as shown on the invoice(s) received with your shipment(s).
     

  5. When you are done entering items you can advance to the Shipping and Tax fields to enter the total amount of each of these items charged to you. You can also enter any Adjustment amounts necessary to balance to the invoice(s).
     

  6. Click the button when you are done. Inventory amounts will be updated to reflect the new quantities In Stock, On Order, and if applicable On Backorder from the vendor. The Average Cost for received products will also be adjusted.

    You may wish to run the Process Orders Action at this point to fill any outstanding backorders for which you have received product.


    Note: Amounts you pay for items will be reflected in each affected purchase order's Paid field. Shipping, Tax and Adjustment amounts are associated with the vendor's invoice number, and are stored with the Action. To review these amounts later, open the Receive Inventory Action, then use the navigator buttons on the toolbar to scroll to the appropriate invoice.

 

See Also:
Adjust Inventory
Product Supply Vendors
Purchase Orders