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More actions on goods receipts

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Update received quantities #

It is possible to update the real quantities received. This action can be done both when a receipt is created and subsequently when it is modified.

To be able to adjust the quantities received upwards, see the following configuration.

  1. Select the desired goods receipt if you have not already done so.
    1. From the menu on the left, choose Inventories -> Goods receipts.
    2. Click the desired goods receipt.
    3. At the top right, click Edit. Its information appears on the screen.
  2. On the item line, enter the real quantity received. If you have not received all the ordered goods and are expecting the rest in a future goods receipt, you can make a partial receipt.
  3. Click Save in the top right.

You can now complete the goods receipt with the updated quantities.

 

Perform a partial receipt #

If you have not received all the goods ordered and are waiting for the rest in a future goods receipt, it is possible to make a partial receipt. This action can be done both when a receipt is created and subsequently when it is modified.

  • If there is a target inventory, the quantity received will be added to the target inventory and an inventory with the balance will remain in To receive status. When the remainder is received, the quantities will be added to the target inventory.
  • If there is no target inventory, an inventory with the quantity received will be created in the status In Inventory and the balance will remain in the status To receive. When the remainder is received, the quantities will be added to the inventory created on the first goods receipt.

 

  1. Select the desired good receipt if you have not already done so.
    1. From the menu on the left, choose Inventories -> Goods receipts.
    2. Click the desired goods receipt.
    3. At the top right, click Edit. Its information appears on the screen.
  2. On the item’s row, turn on the Partial inventory toggle to indicate that it’s a partial receipt.
  3. Click Save in the top right.

It is possible to configure the default behavior of this toggle button in configurations.

Edit a goods receipt #

It is possible to edit the information of a goods receipt to the New or In progress status.

  1. From the menu on the left, choose Inventories -> Goods receipts.
  2. Click the goods receipt to edit. Its information appears on the screen.
  3. At the top right, click Edit.
  4. Make your changes.
  5. At the top right, click Save.

 

Revert a goods receipts #

A goods receipts can only be reverted if it meets the following conditions:

  • the goods receipt is in the status Received,
  • No transactions were made on the inventories received.

When you revert a goods receipt, it comes back to New status and its inventories return to To receive.

  1. From the menu on the left, choose Inventories -> Goods receipts.
  2. Click the goods receipt to revert. Its information appears on the screen.
  3. At the top right, click More actions, then click Revert.

 

Define target inventory #

Target inventory allows you to choose where to send an item after receiving it. If no target inventory is specified, a new inventory will be created automatically.

The target inventory can be selected at the time of the goods receipt:

 

It can also be defined directly in the item, which automatically populates the Target Inventory field upon receipt:

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