Management of a Receive order

For the physical entry of new inventory into a warehouse, it is necessary to create a new Receive order in the system to begin having traceability of that new inventory.

 In this article, the following topics are covered:

• Create a new Receive order.
• Edit a Receive order.
• View a Receive order.

Other related articles:

• Anatomy of a Receive order
• Management of Receive order lines
• How to create multiple Receive orders using a CSV?

Create a new Receive order

Criteria for creating a new Receive order:

• The user must have access to the account and the warehouse where the inventory will be received.
• The user must have the permission to create Receive orders enabled.

Steps to create a new Receive order:

1. From the main menu, go to the Receive Orders.
2. Click the Create button.
3. In the Warehouse dropdown list, select or type the code of the warehouse where you will receive the inventory.
4. In the Account dropdown list, select or type the abbreviation of the client or supplier of the inventory.
5. To confirm the creation of the Receive order, you can:
   • Enter additional data in the header-level fields. (To identify the order header, you can consult the article: Anatomy of a Receive order)
   • Add the inventory you will receive in this order. (To learn how to add it, you can consult the article: Management of Receive order lines)
6. Once the creation of the Receive order is confirmed, a unique receipt number will be assigned to it in the system and it will be in Open status.

Edit a Receive order

Criteria for editing a Receive order:

• The user must have access to the account and warehouse that were assigned to the Receive order.
• The user must have the permission to edit Receive orders enabled.

Steps to edit a Receive order:

1. From the main menu, go to the Receive Orders.
2. Find the Receive order you want to edit.
3. In the Edit column, click the button
   .
4. Enter the new information required at the header level.

View a Receive order

When you need to consult the information of a Receive order and no edits will be made, you can enter in read-only mode by following the steps explained in this section.

Criteria for viewing a new Receive order:

• The user must have access to the account and warehouse that were assigned to the Receive order.
• The user must have the permission to view Receive orders enabled.

Steps to view a Receive order:

1. From the main menu, go to the Receive Orders.
2. Find the Receive order you want to view.
3. In the Receive order column, click the number of the Receive order.
4. With the previous step, the information registered in the Receive order will be displayed.