Inbound Receive

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Inbound/Receive Logistics

The Inbound/Receive Logistics tab allows users to add products to the inventory. A logistics record needs to be created for purchase orders with the type set to ‘Inbound’.

Creation of Logistics record for a Purchase Order

From the App Launcher, click on “Create Purchase Order”.
Fill in the required fields.
If we check the ‘Ready to Receive’ checkbox while creating the Purchase Order on the ‘Create Purchase Order’ page and click Save, the system will create the Purchase Order and its associated Logistics record.

Alternatively, if we create a Purchase Order from the ‘Create Purchase Order’ tab without checking the ‘Ready to Receive’ checkbox, the system will create the Purchase Order, but we will need to navigate to the Purchase Order record and manually check the ‘Ready to Receive’ checkbox to create the Logistics record.

Follow the steps below to create the Logistics record manually:

Find the “Purchase Orders” tab in the App Launcher.

In the Purchase Orders tab, you can view the details of the Purchase Orders that have been already filled in.

Open the Purchase Order, check the ‘Ready to Receive’ box, and click ‘Save’. The system will create the Logistics record.

Clicking the ‘Ready to Receive’ checkbox will create a Logistics record for the Purchase Order.

Complete the Inbound/Receive Logistics process to receive the inventory.

Find the ‘Inbound/Receive Logistics’ tab in the App Launcher.

After clicking the ‘Inbound/Receive Logistics’ tab, the system will take the user to the ‘Inbound/Receive Logistics’ screen.

Select the Channel, Distribution Channel, and Account from the upper right corner for which the Logistics record was created.
(Users will see all Logistics related to the selected Account, Channel, and Distribution Channel.)
Use the search bar or scan the Purchase Order’s barcode to find the Logistics record.
Once the Logistics record is found, click the ‘Receive’ button.

Note:Users can select multiple Logistics records by selecting or scanning them, as shown in the figure below, and receive all items at once.

Users can attach documents such as bills or product details by clicking the ‘Upload Files’ icon and selecting the file they want to attach.

After uploading, users can find the document in the ‘Logistics’ record under the ‘Notes and Attachments’ section in the related list.

After navigating to the ‘Receive’ section, users can see all the products associated with the Purchase Order.

(Users will see normal products at the top, batch products in the middle, and serialized products at the bottom of the page.)

Check the checkbox or scan the product’s barcode to select the Purchase Order line items.

If the product is lot-tracked, you can either create a new batch or scan/select an available one directly. Click the gear icon in the Receive section to create a new batch.
If the product is serialized, you can either select each inventory record manually or scan the product’s barcode. When you scan the barcode, the system will automatically select each inventory record.
After selecting the line items, you can enter the serial numbers manually or scan new serial numbers for the product one by one.
Once you select the line items and the Batch/Serial Numbers, enter the quantity you want to receive in the Quantity input field. By default, the total quantity is auto-filled. If you want to receive a partial quantity, you can enter the desired quantity and receive the items partially.

Select the location and bin where you want to receive the inventory.
Once everything is selected, click the Save button.

Note: If you are receiving the items partially, the system will display the received items in the section below the page.

Once all items are received, the system will display a message saying “All Items Received,” and all received items will appear in the Received Line Items section.

Creating a New Batch/Lot from the ‘Receive’ Section.

Step 1: Click on the gear icon next to the Batch/Lot lookup.

Step 2: A pop-up will appear as shown below.

Step 3: Enter the Batch or Lot Number, Expiry Date, and select a Version if you want to associate the Batch with a specific Version.

Step 4: After entering the details, click the ‘Create Lot’ button, which will create a new Batch or Lot and allocate it to the product for which the inventory will be added.