Receiving
From the arrival notice to the confirmed receipt and stock on the floor
13 articles
Receiving workflow: from notice to stock
The full path of an inbound delivery: what must exist first, how a receipt is created, capture on the floor, supervisor review and confirmation. What each status means, what happens in inventory, billing, email and the client portal on confirmation, with an end-to-end example.
Advance ship notices (ASN)
What an advance ship notice is, who can create one, every field on the form, what happens when it is sent, how to track its progress, what the customer can edit or cancel from their portal and what cannot be done from the WMS.
Partial receipts: one notice, several trips
How to receive the goods of one advance ship notice across several trucks or days: when to use Create partial receipt, how the system computes what is outstanding, what it does not copy from the notice, what happens with emails and charges, and the most common mistakes.
Receiving goods without a notice (walk-in receipt)
How to create a receipt when goods arrive without an advance ship notice: permissions, every field on the form, the duplicate reference warning, the actual arrival date and what happens next in inventory, billing and the client portal.
Capturing receipt lines
The capture editor in detail: scanning or typing the SKU, what happens with an unknown code, searching the catalog, manual items, quantities and units, location, package, lot, photos, dimensions, client fields and the difference between “Save & continue” and “Save & send to review”.
Location when receiving: where the goods go
How each receipt line gets its location, which locations the system accepts, how to split one product across several locations, what happens in stock on confirmation and how to move the goods to their final place afterwards.
Lots when receiving (and what happens with serial and expiry)
How to capture the lot number on the receipt, when it is required, how to receive several lots of the same product, what the system creates on confirmation and what the receipt does today with products tracked by serial or by expiry.
Discrepancies and damaged goods when receiving
Short, over-received, damaged and wrong SKU: how the system suggests them, how to set them by hand, the required photo, what happens to damaged goods in stock, what the customer sees in their email and which KPIs count them.
Reviewing and confirming a receipt
The supervisor’s review screen: what to check, how to fix directly or return the receipt to capture with notes, accessorials, the actual arrival date, the checks that block confirmation with their messages, and everything that happens when you click Confirm receipt.
Receipt photos, documents and dock job
The receipt file: the three kinds of photos, how to attach supplier paperwork, which attachments and photos reach the customer, and how to link or unlink the receipt from its dock job to bring in the driver details and unloading photos.
Receipt labels and warehouse receipt
What documents a receipt produces: the receipt note generated automatically on confirmation, the master and individual versions, master, per-pallet and per-unit labels, how many print, what they contain, which template they use and what to do when the button is missing.
Receipt confirmation email to the customer
When the receipt-confirmed email goes out, who gets it, in which language, what it contains (table, discrepancies, photos, attachments, portal button), how to resend it and what to set up on the customer record for it to work.
Cancelling or correcting a receipt
Every way to fix a receipt: return it to capture, edit a confirmed one with a reason, change the client or number, or cancel it. What happens to stock, charges, the notice, the receipt note and the email in each case, with the blocking messages.