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.
- Begin by clicking the PO number drop down list. This is the list of all Unfulfilled POs. Click over the PO you are receiving to select it.
- Choose the Import button to add those products to this receiving ticket. You can repeat these steps to import multiple POs if they are all being received now.
- 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.
- Type in 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 Receive amounts equal to the Ordered Quantity.
- If only a portion of the parts are being received, you can place the parts on Back Order by changing the Received Quantity to zero and entering the Back Order Qty.
- Adjust Quantity is used to change the ordered quantity on the part. For example, of zero parts were received and they will need to be re-ordered, you can receive zero parts and enter the Adj Qty.
- Make any necessary adjustments to Cost and Retail Price.
- Scroll the window over and double check the bin location. The bin location is the physical location to which the part is 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.
- The ticket has now been received. The buttons at the bottom of the window will change.
- Select the Post To Accounting button.
