Receive Inventory
PRE-REQUISITE: Before you begin receiving inventory you must have an inventory lot set up and have storage locations to put the inventory in.
Watch the video below to learn how to receive inventory
To access the INVENTORY LOTS screen: Go to the INVENTORY menu → INVENTORY LOTS screen
Enter the Inventory Lot Details screen for the lot you want to receive inventory into by clicking the View Lot Details button under the Actions column.
Click Receive Inventory Action.
Next, select the appropriate option:
Receive Inventory
Receive Inventory with Scale Ticket
Receive Inventory in Totes
Receive from harvest
Receive from harvest with scale ticket
Receive Inventory
Fields appearing in Pink are Mandatory, and must be entered.
Receiving Location: Select the storage location that you are receiving the inventory into.
Quantity: Enter the quantity you received.
Unit of Measure: Select the unit of measure that you are receiving the inventory with.
Comments: Enter any comments.
Receive Against Purchase?: Select if you are receiving the inventory based on a purchase. The system will automatically draw down from the purchased amount.
Override Date?: Select if you received the inventory on a day other than today.
Unclean?: Select this if the inventory you are receiving is unclean.
To complete the inventory receiving, click Save.
The new inventory will be added to the on hand & available lot quantities and the quantity in the storage location will be updated.
Receive Inventory with Scale Ticket
Fields appearing in Pink are Mandatory, and must be entered.
Target Location: Select the appropriate Target Storage Location.
Ticket #: Enter the ticket number.
Unit of Measure: Select the unit of measure that you are receiving the inventory with.
Driver In?: Select if the driver is in the truck.
Inbound Weight: Enter the inbound weight.
Outbound Weight: Enter the outbound weight.
Comments: Enter any comments.
Receive Against Purchase?: Select if you are receiving the inventory against a purchase. The system will automatically draw down from the purchased amount.
Unclean?: Select this if the inventory you are receiving is unclean.
Note: The tare, gross and net fields will be automatically calculated based on the inbound and outbound weights.
To complete the inventory receiving, click Save.
The new inventory will be added to the on hand & available lot quantities and the quantity in the storage location will be updated.
Receive Inventory in Totes
Fields appearing in Pink are Mandatory, and must be entered.
Tote Receiving Location: Select the storage location where the totes will be going.
Tote Size (per): Enter the size of totes per unit of measure.
Tote Unit of Measure: Select the unit of measure that the tote size is measured in.
Tote Count: How many totes you are receiving.
Tote Type: Tote or QBit.
Comments: Enter any comments.
Receive Against Purchase?: Select if you are receiving the inventory against a purchase. The system will automatically draw down from the purchased amount.
Override Date?: Select this if you would like to change the date that the totes were received.
Note: The inventory lot and tote total amount fields are automatically populated and cannot be changed.
To complete the tote inventory receiving, click Save.
The new totes will be added to the on hand & available lot quantities and the quantity in the storage location will be updated.
Receive from Harvest
Fields appearing in Pink are Mandatory, and must be entered.
Seed Record to Receive From: Select the seed crop record to receive from.
Receiving Location: Select a location to receive the bulk inventory into.
Quantity: Enter the amount of seed to receive.
Unit of Measure: Select the unit of measure to receive inventory in.
Comments: Enter any comments to save with the inventory receiving record.
Receive Against Purchase?: Select if you are receiving the inventory against a purchase. The system will automatically draw down from the purchased amount.
Override Date?: Select this if you would like to change the date that the totes were received.
Unclean?: This is checked off by default indicating the inventory is unclean, un-check if the inventory is clean..
To complete the inventory receiving, click Save.
The new inventory will be added to the on hand & available lot quantities and the quantity in the storage location will be updated.
Receive from Harvest with Scale Ticket
Fields appearing in Pink are Mandatory, and must be entered.
Seed Record to Receive From: Select the seed crop record you want to receive from.
Target Location: Select the appropriate Target Storage Location.
Ticket #: Enter the ticket number.
Unit of Measure: Select the unit of measure that you are receiving the inventory with.
Driver In?: Select if the driver is in the truck.
Inbound Weight: Enter the inbound weight.
Outbound Weight: Enter the outbound weight.
Comments: Enter any comments.
Receive Against Purchase?: Select if you are receiving the inventory against a purchase. The system will automatically draw down from the purchased amount.
Unclean?: This is checked off by default indicating the inventory is unclean, un-check if the inventory is clean.
Note: The tare, gross and net fields will be automatically calculated based on the inbound and outbound weights.
To complete the inventory receiving, click Save.
The new inventory will be added to the on hand & available lot quantities and the quantity in the storage location will be updated.
