How to Receive an Order into Your Facility

How to Receive an Order into Your Facility

1. Navigate to the Procurement Module 0:00

• Open the procurement module from the left side menu.

• Click on 'Procurement' to access the purchase order page.

2. Select the Purchase Order 0:16

• Identify and click on the purchase order you wish to receive.

3. Access the Items to Order Area 0:22

• Scroll down to the 'Items to Order' section.

4. Click 'Receive' for the Selected Order 0:32

• Click the 'Receive' button next to the approved order.

5. Confirm Receipt Details 0:38

• Review the confirmation details for the items being received.

6. Enter the Quantity Received 0:48

• Input the number of cases received (e.g., 10 cases).

• Calculate and enter the actual amount to add to inventory (e.g., 300 bottles if each case contains 30 bottles).

7. Record the Cost and Date 1:05

• Enter the total cost of the received items (e.g., $40).

• Confirm the date of receipt.

8. Repeat for Additional Items 1:21

• If receiving more items (e.g., label sticker sheets), repeat the process: 

  • Enter the quantity and cost for each additional item.

9. Finalize Receipt 1:42

• Ensure all items are listed and confirm that they have been added to inventory.

10. Completion Confirmation 1:50

• Check for a confirmation message indicating that items have been successfully received and added to inventory.

Link to Loom

https://loom.com/share/136525c5ca6f4c4c922e44e5dc043c51