3.10 Receiving

Under the Managed Goods tab under General, you'll see 2 sections for managing your ordered goods: Purchasing and Receiving. In this article, we'll cover the ins and outs of Receiving such as:

Viewing Goods
Selecting Goods
Manage Goods
Product Statuses
1. When do goods appear in the Receiving section?
How do links for ordered goods appear on a Purchase Order?
Notes

You'll see that viewing goods that need to be received are grouped by PO (Purchase Order). When viewing the “Need to Receive” filter, an orange dot is displayed on the “Group by” filters to show there are goods that need to be received.

You'll also see that for viewing goods that need to be received will be grouped by invoice.

Selecting Goods

You can also select some goods to be received through Partial Receiving. Partial receiving can be completed by selecting the checkbox next to a good’s size or on a row, by typing the number of goods to be received in the number field (e.g. Small 0/8), or by clicking the up/down arrows to increase or decrease the number of goods to receive.

Receiving cards are highlighted in yellow when goods are partially received, to provide a quick visual indicator that only some goods on a PO or invoice have been received.

You'll also be able to perform a bulk action to mark goods as received. This is done by checking the box to select all goods on a line item or all goods within a receiving card for an invoice or PO.

Receiving cards are highlighted in green when all goods have been received, to provide a quick visual indicator that all goods goods on a PO or invoice have been received. When goods have been received, refreshing the page will move the receiving card from the “Needs to Receive” filter to the “Received” filter.

Manage Goods

After goods have been received, they can also be edited to make adjustments as needed.

When a PO or Invoice has a line item good that exists on multiple invoices or POs, the line item will indicate that multiple invoices or POs have the same line item. You can click on the Invoice or dropdown to expand the view to show both invoices.

In the example below, a PO has a good that was ordered from multiple invoices and also has a line item added to a PO that does not belong to an invoice. In this case, the dropdown menu indicated that there is a row on a PO receiving card that has goods belonging to 2 invoices +1, with the “+1” indicating that the PO has a line item not assigned to an invoice.

When viewing an invoice, line item goods that have a status of Ordered or Arrived will have a link on the line item to “View in Receiving”. Clicking on this link will take you to the Receiving section but not to the specific receiving card. Goods that are either partially or fully received will display their receiving status for each goods size, and clicking on any size will take you to the Receiving section of the app. If a line item is associated with a purchase order, the PO # and link to the PO will be displayed.

Product Statuses

You'll also notice for quotes/invoices that in addition to the regular Product Statuses associated with Purchase Orders, we've created some new ones to fit the new Receiving feature. Those statuses will show up in the drop-down box along with the others like this:

Unset
Need To Order (Send to Purchasing)
Ordered (Send to Receiving)
Arrived
Partially-Received
Received

When do goods appear in the Receiving section?

On an invoice, line items need a product status of Ordered, Arrived, Partially Received, or Received.
On a PO, the PO needs a status of Ordered, Partially Received, or Received.

How do links for ordered goods appear on a Purchase Order

When viewing a Purchase Order, POs that have a status of Ordered, Partially Received, or Received will have a link called “View in Receiving”. The link will take you to the Receiving section but not to the receiving card. Goods that are either partially or fully received will display their receiving status for each goods size, and clicking on any size will take you to the Receiving section of Manage Goods.

Notes

When viewing a receiving card, you will see a notes icon on the top row next to a Purchase Order or the Invoice number/Nickname. The notes icon can be clicked on to add new receiving notes, view existing notes, or edit/delete existing notes.