After parts have been ordered and delivered, you will receive them into inventory.
- Open the Parts & Service module.
- Select the New Receiving Ticket option from the quick links to the left. This will open a new, blank receiver.
- Optionally, you may choose the supplier entity. Entering the supplier first will limit the list of POs to that single supplier's orders.
- Click the PO number drop down list. This is the list of all Unfulfilled POs. Click over the PO number you are receiving to select it.
- Choose the Import button to add those products to this receiving ticket.
- Enter an Entity Reference Number. This is the Invoice Number used by the supplier to represent this shipment of parts. If the invoice number is not available, you can use the packing slip number.
- Optionally, you may collapse the header of the receiving ticket by clicking the Show Less button in the upper right.
- Type the quantity received for each part.
- If all parts have been received, you can click the Receive All Parts button. This will set all Quantity Received amounts equal to the Ordered Quantity.
- If only a portion of the parts are being received and the supplier will send the remainder when they become available, you can place the parts on backorder by entering the Back Order Qty.
- If only a portion of the parts are being received and the supplier will not send the outstanding parts, enter the number into the Adjust Quantity field. Adjust Quantity is used to change the ordered quantity on the part. For example, if zero parts were received and they will need to be re-ordered, you can receive zero parts and enter the ordered quantity into the adjust quantity field.
- Make any necessary adjustments to Cost and Retail Price. Depending on your company settings and specific part options, entering an updated cost or price during receiving will update the part's master inventory profile. The extended cost/price will multiply the amount by quantity received to give a total.
- Scroll to the right and double check the bin location. The bin location is the physical location where the part is held or being received.
- Once the Receiving ticket is accurate, click the Receive Now button.
This will open a confirmation window.
- Click Yes. This will move you to another confirmation window regarding printing barcodes for these items.
- Click No to not print barcode labels. Alternatively, you may click Yes to print labels for the parts on this receiver.
The ticket has now been received. The buttons at the bottom of the window will change.
- Depending on your dealership's process, you may have access to post the receiver to accounting. Select the Post To Accounting button.