Receiving products in a Storeroom warehouse

  1. In Storeroom, select Receipts > Receiving > PO Receipt.
  2. Specify the PO #.
  3. Optionally, specify Packing List and Receive Date.
  4. If one of these conditions are met, click Receive as Complete and then Submit:
    • You received all quantities that were ordered.
    • You did not receive all quantities, but you want to mark each line as complete and close the PO when you click Submit.
    Note: If one of these conditions are met, you cannot receive the order as complete:
    • Products must be received as unavailable or require inspection
    • Products require serial or lot numbers.

    If you do not receive the order as complete, continue to the next step.

  5. To receive a line item:
    1. Specify the received quantity.
    2. Optionally, select these options:
      Inspection
      Select this option to require an inspection of the product before receiving is complete and Distribution SX.e is updated. Select this option if Unavail is selected on the line.
      Unavail
      Select this option to receive this line item as unavailable. You must also specify an unavailable reason in the Reason field. To receive a portion of a serial- or lot-controlled line item as unavailable, only specify the unavailable reason.
      Comp
      Select this option if the line is complete.
    3. If the product is lot-controlled product, assign control numbers:
      1. Click Lots.
      2. Click New to specify new or existing control numbers.

        Specify lot numbers and quantity. Optionally, specify the bin location, unavailable quantity, open date, and expire date. You cannot change the open date or expire date for an existing lot.

        If Unavailable is selected when you open the line, you do not have to specify the quantity unavailable when assigning the products to lots. The products are automatically received as unavailable.

      3. Click Accept after you entered the expected amount.
    4. If the product is a serial-controlled product that is assigned serial numbers at receiving, assign control numbers:
      1. Click Serials.
      2. Click New to specify new or existing control numbers.

        Specify a serial number for each product. Optionally, specify a bin location and include a comment. Select Unavailable to receive the product as unavailable.

      3. Click Accept after you entered the expected amount.
  6. After you are done receiving lines, click Submit.