Purchasing and receiving
Check supplier deliveries, enter only what physically arrived and add the permanent stock record.
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A stocktake is not a shortcut
Can I use a stocktake to fix a missing receipt or transfer?
No. A stocktake records what is physically present and explains variances. Record the missing receipt, transfer or waste through its correct workflow, then use the ledger to trace the history.
Receive only what physically arrived
Can I receive the full purchase order before delivery arrives?
No. Receiving records what physically arrived. Record short deliveries separately and do not use expected quantity as actual stock.
Who can use it
Before you start
- The supplier order is shown as ready to check and the delivery is physically present.
Know the screen
1
Delivery list
Shows supplier orders that still need a physical check.
2
Lot and expiry
Appears only when the item needs traceability.
Step by step
1
Open the supplier order that arrived today.
2
Count the delivery and enter the quantity received now.
3
For tracked items, copy the lot code from the supplier label or create the agreed internal lot code.
4
Add the invoice or delivery-note reference when available, then confirm delivery.
Watch out
- Do not confirm a delivery before the physical count is complete.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/purchasing