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
Step-by-step guide
- Access the Inventory module.
- Click Receipts.
- Click Direct Receipt.
- Click New.
- Select a Vendor.
- Select a Receipt Location.
- Confirm / specify a Receiver Date and Inventory Receipt Date.
- Optional: Specify an other fields on the Receiver header.
- Click the Inventory Units tab.
- Click Insert.
- Specify an Inventory Type.
- Enter in an Item # (key-in or right click to search).
- Enter a Lot # value.
- Enter a Quantity value.
- Enter a Pack value (field may be labeled as Pounds/Dozens/etc...).
- Optional: Specify an Inventory Location, Warehouse Bin, or other fields.
- Optional: Specify a Unit Cost.
- Repeat step #12 to #17 for each additional inventory line desired.
- Click Save.
- Click the X to close the window, or click the Door to close the window.
- Click Yes or No to print the Direct Receipt Report.
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