Receive Material

Receive allows you to track all purchased materials and purchase orders, monitor supplier cost and activity, and organize and manage inventory. Materials can be received from a work order, supplier, requisition, employee, or account.

PREREQUISITES:

  • Employees must have the Can Receive right 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 a receive or audit transaction. See Perform an Audit for more information.
  1. Tap Receive from the menu.
  2. On the Material panel, select a Storeroom from the drop-down list. This changes the list of materials. Materials can only be selected from one storeroom at a time.

  1. Select one material from the list. See Search Materials for more information on using the search tabs to find materials.

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 panel 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 panel, see Receive Transaction Fields.

  1. Tap Add to List to add the materials to the Pending Receives panel.

You can filter the material in the list by tapping Filter records and entering the first few letters or numbers of the material name, bin location, or part number.

You can modify the Pending Receives panel in one of the following ways:

  • Tap Column menu to modify the columns shown, such as if a column is included, or to change the order of the columns. Alternatively, reorder the columns by dragging and dropping them. Any changes made to the column settings are remembered.
  • Tap Rows to adjust the number of rows shown in the panel. The number set in this panel will persist on all other transaction pages for the corresponding pending material panel.
  1. If you would like to add other materials to this receive transaction, tap Clear in the Receive panel to clear the fields, then add another material to the list.
  2. To remove one of the records from the list, select the record and tap Delete selected records.
  1. To add an attachment, tap Add and browse to the desired file.

  1. Tap Commit to process all received materials listed. Tapping Commit adjusts the stock on hand for the storerooms selected.
  1. Tap Sign or Close on the Transaction Complete panel.

If you don't wish to sign the transaction now, see Capture a Signature on an Existing Receive Transaction for more information.

Material can also be received from a requisition. See Receive a Requisition Transaction for more information.