Receive inventory

Help Desk users with the Edit Inventory permission can receive inventory.

To receive inventory:

  1. Select Inventory > Receive Inventory. The Receive Inventory page appears.
    Receive Inventory page.
  2. Select the Item location from the drop-down, or click Scan barcode icon. to scan the barcode of the item you are receiving.
  3. In the Quantity field, enter the number of items being received.
  4. Use the Vendor drop-down to select where the items came from.

    Note: If the vendor is not in the drop-down, you can click to add a new vendor.

  5. Enter the Invoice Number and PO Number.
  6. Enter the Price Per Unit.

    Notes:

    • The Total Cost will be automatically calculated based on the Quantity and Price Per Unit.

    • If the Auto Calculate Inventory Unit Price (Settings > Setup Items > General Settings > Inventory tab) setting is No, users will have the option to update the unit price to match the price per unit of the receiving orders.

  7. Enter notes about the inventory.
  8. Do one of the following:
    • Click Save.
    • To save and receive more inventory items, click Save / Add.