The receiving process allows you to take a packing slip from the shipment and enter the shipped quantities for an existing order.
- To enter the receiving process, go to Menu > Settings > Inventory > Purchase Orders.
- Click the Edit pencil located next to the order to receive.
- Click the Receive Order button.
You will still have the ability to edit date, shipping costs, tax, notes, and reference number.
To start receiving items, click the receive option for the first item that was shipped. A new window will be displayed. This window will give you several of the options presented when adding the item, but will give you the ability to enter quantity received, quantity backordered, expiration date, and lot number.
Update Cost/Price options is also available.
Make any corrections necessary to the details, then enter the quantity received.
If the quantity received is less than what was ordered, then the system will split this item into a second item with the second item having the quantity yet to be received. The first item will be completely received.
If you enter an expiration date and lot number, the system will create a lot for this receipt of the item. If the item does not have lots currently set up, the system will create a new lot with the current on hand quantity, then add another lot for the quantity received.
If a procedure is linked to the inventory item, the procedure’s cost will be updated to match the receipt of the item. If the procedure has a markup specified, the price of the procedure will be adjusted as well.
If another inventory item links back to this item, that inventory item’s cost will be updated as well. If that item has a markup, the price will be adjusted accordingly.
If 'Use Lots?' is checked and disabled, it cannot be unchecked. Once the item has no active lots, the 'Use Lots?' can be unchecked.
When done editing the item, you can save and go to the previous, save and go to the next, or save and close.
Once the order has completely been received, the order status will be set to closed.