Anatomy of a Receive order

In this article, we'll explore in detail the different sections of a Receive order and its functionality within the system. The Receive order is a key component in inventory management, and understanding its sections will allow you to handle it efficiently.

Below, we will review the following sections:

• Main screen of a Receive order
• Status bar and tools of the Receive order
• Receive order header
• Global functions in the Receive order
• Receive order line management section
  • Form for the Receive order's part numbers
  • List of products added to the Receive order

Main screen of a Receive order

A Receive order is generally composed of four main sections:

 

• Status bar and tools of the Receive order: Offers a view of the Receive order's status, its unique identifier, changing its status, quick access for printing the reception document, and other main actions.
• Receive order header: Where the basic and essential information to identify and manage the order is found.
• Global functions: The options and actions that affect the entire Receive order, including attachments and communication between teams.
• Line management section: Where each product or part number is detailed and managed, including adding, modifying, and deleting lines.

 

Status bar and tools of the Receive order

This bar offers a general view of the current status of the Receive order, indicating if it is open, ready to be received, received, or has been canceled. As well as:

• It displays the unique identifier of the order throughout the system.
• It allows navigating between other Receive orders to consult their information.
• It provides options to mark the order as urgent or priority.
• The order can be cloned, and its status can be changed.
• Additionally, it includes quick access to tools and functions like printing the document and managing additional charges applied to the Receive order.

Receive order header

The header provides the fundamental information of the Receive order, including the warehouse, the company associated with the inventory, the creation date, and other key details. It functions as the main reference point to identify and manage the Receive order within the system.

Global functions in the Receive order

This section groups all the options and actions related to the Receive order in its entirety. It includes functions like attaching relevant documents and facilitating communication between teams on specific topics related to the order.

Receive order line management section

In this section, the details of each product or part number included in the Receive order are managed. This section allows adding, modifying, or deleting lines, as well as specifying the quantity received, its location, and any relevant observation about the handling of the received inventory.

Division of the line management section:

• Section 1: Part Number Management Form

  • Allows adding new inventory lines to the Receive order, as well as editing or deleting multiple existing lines. It also offers the option to generate labels for the inventory and import multiple part numbers that will be received in the order.

  • Each time a part number is added through this section, a new line is created in the product list.

• Section 2: Product List (Lines)

  • Displays a list of the products added to the Receive order. From here, you can edit, delete, or split each product line as needed in the order planning.