Purchase Receipts
Purchase Receipts turn a Purchase Order into physical stock. Select the PO, then enter the quantity that actually arrived for the applicable open lines. Partial receiving and over-receiving are supported; record what physically arrived and review an over-receipt carefully.
Oak Creek Goods example
Section titled “Oak Creek Goods example”When the ingredients from PO #1 arrive, create a Purchase Receipt for the receivable lines from HIGHPLAINS / High Plains Ingredients. Receive the ordinary ingredient Containers at RECV / Receiving. RM-CHOC-NAT / Natural Color Milk Chocolate Buttons is the testing-required example: its new Lot is Quarantined under the Item’s current setting, and its Container can be kept at QC-HOLD while review is needed. Update its Lot through the Lots workflow according to the actual quality result; only an Available Lot is eligible for normal production or sale.
Receive inventory and costs
Section titled “Receive inventory and costs”The Item Tracking Type determines the receiving detail: Item-level quantity, Lot information, or a Lot with individual Containers. Record Supplier, Manufacturer, Manufacturer Lot Code, dates, status, and required Locations as presented. Receipt Date follows the business timezone, so it remains consistent for the whole business.
The receipt can include Shared Costs. The current screen allows supported cost types and allocates each shared cost by line value, producing a landed cost for each line. Saving records the receipt, updates PO receiving quantity/state, creates inventory, preserves history, and makes applicable labels available.
The generated Indietory Lot Code remains the internal identity while Manufacturer Lot Code is the outside reference. Assign a Location required by tracking; Container-tracked receiving enforces the applicable Container Location rule. Use Inventory and Location Labels for the current label format and scanning guidance.
Void a Purchase Receipt
Section titled “Void a Purchase Receipt”Only a posted Purchase Receipt can be voided. The app blocks voiding if inventory from a receipt line has been used or changed, the source inventory cannot safely be restored, or original inventory transaction data is missing. A successful void records reversing inventory transactions, restores the PO received quantities, recalculates affected Item average costs, marks created Lots voided where applicable, and retains the receipt as voided.
When voiding is blocked, correct current inventory rather than rewriting a receipt with downstream history.
Only reference and notes are editable on a saved Purchase Receipt. Quantity, receipt lines, shared costs, supplier, PO, Location, and receipt date are protected after posting so the purchasing/inventory result is not silently changed.