Receive Material

Receive allows you to track all purchased materials and purchase orders, monitor supplier cost and activity, and organize and manage inventory.

PREREQUISITES:
  • Employees must have the Receive rights given under Config > Groups. See Add or Edit a Group for more information.
  • Storerooms must be added under Config > Storeroom Materials. See Add or Edit a Storeroom for more information.
  • Material must be added under Config > Material and initialized with an audit transaction. See Perform an Audit for more information.

TIP: For a quick start guide on this subject, see Receive Material.

  1. Click Receive on the Storeroom toolbar.

  1. Select a Storeroom from the drop-down list. This changes the list of materials. You may only select materials from one storeroom at a time.
  2. Select materials from the list. See Material Panel for information on using the search tabs to find materials.

TIP: To select multiple materials use <Ctrl + click> or <Shift + click>.

NOTE: When more than one material is selected at a time, all material will be received under the same Account, Supplier, PO and Invoice numbers, Quantity, and Unit Cost.

  1. Enter the information in the Receive Material panel below the material list to receive the material, including the Quantity and Unit Cost fields, which are required to receive material.

TIP: If the desired supplier doesn't appear in the Supplier drop-down list, see Add a Supplier to Material for information on adding suppliers to material items.

For an explanation of the fields found on the Receive Material panel, see Receive Transaction Fields.

  1. Click Add to List to add the materials to the Material to Receive section.
  2. If you would like to add other materials to this receive transaction, click Clear to clear the fields and add another material to the list.
  3. To remove one of the records from the Material to Receive list, select the record and click Remove.
  4. Click Commit to process all received materials listed. Clicking Commit adjusts the stock on hand for the storerooms selected.

 

Last updated 1/3/2020.

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