What the Goods Receipting Process Does:
Logs the received items into your stock transactions.
Sends an email confirmation once the receipting is complete.
This new process saves you time by removing the need to manually create items individually.
Step-by-Step: How to Goods Receipt a Purchase Order
Create a Purchase Order (PO)
Go to Orders > Purchase Orders > Create Purchase Order
Add a Product
Use the search bar and locate the product you would like to add.
Authorise and Mark the PO as Sent
Ensure the PO is authorised.
Mark it as sent if you haven’t already. (This step confirms you’re ready to receipt the goods.)
Start the Goods Receipting Process
Click Actions.
Choose whether to:
Auto-number serialised items (the system will assign serial numbers automatically), or
Manually number each item (if you want to enter serial numbers yourself).
Confirm the Receipt
Once you’ve numbered the items (auto or manual), submit the receipt.
The system will:
Update your stock transactions automatically.
Send an email to confirm the receipting process has been completed.
Process everything in the background, so no waiting around!
How to revert
In order to revert the status of the item you must click the 3 dots on the line item.
Click Revert and this item.
This then reverts the items status from received to ordered in case you need to make any adjustments.
