Inbound Logistics

Inbound Logistics enables users to search and manage records linked to Purchase Orders (PO), Transfer Orders (TO), Return Merchandise Authorizations (RMA), and more, with filters for source type, reference number, and status. The Receive page supports handling Normal, Batch, Serialized, and Batch-Serialized products; users can select existing batches or create new ones, generate sequential serial numbers for each serialized inventory item, and perform quality checks during receipt. Users can also assign received inventory to specific locations and bins for accurate storage and tracking.

Inbound Logistics includes two sections:

A. List
B. Receive

Use the List section to locate logistics records, and the Receive section to start the receiving process.

A. List – Locating logistics records –

• Navigate to the Inbound/Receive Logistic tab using the App Launcher or find the tab in the App Navigation menu.
• In the upper right corner, the default Channel and Priority 1 Distribution Channel will be selected (select the correct Channel, Distribution Channel if applicable).

Note 1: Users will only see Logistics records related to the selected Channel, and Distribution Channel.

• Additionally, you can filter logistics records based on the Accounts(vendors/Suppliers).

• Use the Search Bar to find the specific logistics record linked to a Purchase Order (PO), Transfer Order (TO), or Return Merchandise Authorization (RMA).

• Logistics can also be filtered using the available filters (No Items Received, Partially Received, Fully Received, Awaiting Quality Check). By default, No Items Received is selected.
• Use the Sort functionality to sort the logistics records.

Note 2: Document Upload: Users can attach documents (such as bills or product details) by clicking the ‘Upload Files’ icon. The uploaded file will be stored in the ‘Notes and Attachments’ section of the logistics record.

• Once the desired record is found, users can navigate to the Receive page by click the on Receive button.

Note 3: Optional: Bulk Receiving Bulk: Users can select multiple Logistics records and click Receive Section to process all items at once.

B. Receive – Receiving products and entering details.

• After navigating to the Receive section, users can see all associated products, grouped by tracking type (Normal, Batch, Serialized and Serialized Batch).

Receive a Normal Product:

• Check the checkbox to select the line items you are receiving.
• Enter the quantity you want to receive in the Quantity input field. The total quantity is auto filled by default; enter a lower quantity for a partial receive.
• Select the Location and Storage Container (Exp: Bin, Pallet etc.) where you want to store the inventory.

• Click the Save button.
• Users can attach files to Logistic Line Items using the Attach File option.

Receive a Lot Tracked Product:

• Lot-Tracked (Batch) Products: For Batch/Lot products, you can create a new batch or select an existing one.
• If assigning a new batch number during receipt for a lot-tracked product, follow these steps –
• Click on the Settings Icon ⚙️ next to the Batch/Lot lookup field. A pop-up will appear.

• Enter the Batch or Lot Number, Expiry Date, and select a Version (if applicable).

• Click the Create Batch/Lot button. The new Batch/Lot will be created and automatically allocated to the product for the incoming inventory.
• Enter the quantity you want to receive in the Quantity input field. The total quantity is auto filled by default; enter a lower quantity for a partial receive.
• Select the Location and Storage Container (Exp: Bin, Pallet etc.) where you want to store the inventory.
• Click the Save button.
• Users can attach files to Logistic Line Items using the Attach File option.

Receive a Serialized or Serialized Batch Product:

• Serialized Products: If a product is serialize and you need to assign the serial numbers upon receive, follow these steps:
• Find the serialise product, enter the Serial Prefix and From Serial Number and click on Generate Serial Numbers.

• Once serial numbers are generated select the Line items.
• For serialized products, the Quantity defaults to 1. Users can deselect line items to receive serial numbers partially.
• Select the Location and Storage Container (Exp: Bin, Pallet etc.) where you want to store the inventory.
• Click the Save button.
• Users can attach files to Logistic Line Items using the Attach File option.

• Note 5: Serial numbers are designed to uniquely identify each inventory of a product, if the generated serial number already exists in your inventory, you cannot receive with the same serial, instead you will have to change the serial to a unique one.
• Also, if the product is serialized Batch, you need unique serial numbers, and you can create a new batch or select an existing batch.

Receiving the items & Completion

• Partially Received: If you receive a partial quantity, the system will display the received line items below, and the remainder will stay pending.

• The logistics record will be moved to Partially Received section if you want to complete that logistic later.
• Fully Received: Once all items are received, the system will display an “All Items Received” message, and the items will be moved to the Received Line Items section.
• The logistics record will be moved to Fully Received section if you want to see that logistic later.

Quality Check (QC) Process

The Quality Check feature allows users to inspect incoming goods against defined parameters before the inventory is committed to stock.

Refer to these steps to configure Quality Check for a product.

The QC process will start after you select the products and click the Receive button.

• After clicking Receive in the Inbound/Receive Logistics screen, locate the item being checked.
• The initial QC Status will be Pending, you can then Pass or Fail the received product based on the check.
• Select the Status of the received product from the picklist (In Stock, Quality Check (QA) is the default value).
• Attach relevant documents/files for the Quality Check outcome.