Add Inventory
Add Inventory is the Manual Receipt workflow. Use it for opening stock, inventory acquired outside your PO process, or another controlled receipt that is not a Purchase Receipt or production output.
Start a Manual Receipt
Section titled “Start a Manual Receipt”Select the Item; the form adapts to its Tracking Type. For Item tracking, record the Item-level quantity. For Lot tracking, enter the Lot information and inventory details the screen requests. For Lot + Container tracking, create the Lot and individual Containers, including required Locations.
Select existing Vendor records for Supplier and Manufacturer when applicable. Enter the actual quantity using the Item UOM and the applicable Unit Cost. Receipt Date follows the business timezone, not the timezone of the device being used. Review before saving: saving creates current inventory and the associated history. Lot- and Container-tracked inventory can provide QR labels; see Inventory and Location Labels for label guidance.
For a Lot-tracked receipt, enter the Lot references, Vendor relationships, dates, status, quantity, cost, and Location details requested by the form. For Lot + Container tracking, define every physical Container under the Lot; the workflow validates Container Location requirements.
Void a Manual Receipt
Section titled “Void a Manual Receipt”Void an erroneous receipt only while it can be safely reversed. The app blocks a void when the resulting inventory has been used or changed after receiving, when available inventory is now lower than the received quantity, or when a resulting Lot has been used or adjusted. A successful void reverses the created inventory/cost effect, marks related Lots voided where applicable, and keeps the receipt in history as voided.
If a void is blocked, leave the historical receipt intact and correct the current state through the appropriate workflow, such as Adjust Inventory.
Voiding is for a receipt entered in error, not for making inventory that has participated in later operations disappear. Reprint a lost label from the existing identity rather than creating duplicate stock.