Page Comparison

One way of creating Inventory in the system is to perform a Direct Receipt.
Please also refer to Receive Purchase Orders or Create Work Orders for other ways to get inventory into the system.

Pre-Requisites

1. Items
2. Inventory Locations

Step-by-step guide

1. Access the Inventory module.
   
   
2. Click Receipts.
   
   
3. Click Direct Receipt.
   
   
4. Click New.
   
   
5. Select a Vendor.
   
   
6. Select a Receipt Location.
   
   
7. Confirm / specify a Receiver Date and Inventory Receipt Date.
   
   
8. Optional: Specify 

Related articles

...

1. Specify any other fields on the Receiver header. 
   
   
2. Click the Inventory Units tab.
   
   
3. Click Insert.
   
   
4. Specify an Inventory Type.
   
   
5. Enter in an Item # (key-in or right click to search).
   
   
6. Enter a Lot # value.
   
   
7. Enter a Quantity value.
   
   
8. Enter a Pack value (field may be labeled as Pounds/Dozens/etc...)(FIELD IS LABELED "WEIGHT").
   
   
9. Optional: Specify an Inventory Location, Warehouse Bin, or other fields.
   
   
10. Optional: Specify a Unit Cost.
    
    
11. Repeat step #12 to #17 for each additional inventory line desired.
    
    
12. Click Save.
    
    
13. Click the X to close the window, or click the Door to close the window.
    
    
14. Click Yes or No to print the Direct Receipt Report.