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Create a manuel Receiving
Create a manuel Receiving

Create a Receiving that is not based on a purchase order and update stock level

Updated over 3 months ago

In ProdSys you have the flexibility to manually create a Receiving. This method is especially useful when there is no predefined order.

Step-by-step guide for manual Receiving creation

Step 1: Log in and navigate to Order

  1. Log in: Start by logging into your ProdSys account.

  2. Go to "Order": Select "Order list" from the side menu.
    โ€‹https://app.prodsys.com/#/orders

Step 2: Create a new Receiving

  1. "Create Receiving": Click the "+ New" button to create a new Receiving.

  2. Select order type: Select "Receiving" as order type.

  3. Select supplier: Select the supplier you want to order from using the drop-down list.

  4. Press "+ New" to generate the new Receiving.

At this stage, a new Receiving is created with all the top details pre-filled. You can change any of these details if needed.

Step 3: Add articles to your inbox

  1. Open order lines: Navigate to "Order lines" at the bottom left and press the + New button

  2. Add new articles: Add new articles manually at the line level

    • Click "+ New" to open the menu to add a new line

    • Select which article type you want to add Article / Equipment

    • Search for the article

    • Select the article and click Add or double click to add

    • Edit the details like description, quantity etc

    • To return to the order page, click on the blue hyperlink at the top with the name of the order or click back in the browser

Step 4: Review the Receiving

  1. Review Receiving: Ensure all details, including vendor information and items, are correct.

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