Direct Receipt

One way of creating Inventory in the system is to perform a Direct Receipt to receive inventory.

Pre-Requisites

1. Items

2. Inventory Locations

Access the Inventory module.
Click Receipts.
Click Direct Receipt.

You can filter and search through the receipt list to find an existing Direct receipt.

Open

To create a new direct receipt, click New.

Select a Vendor.
Select a Receipt Location.
Confirm / specify a Receiver Date and Inventory Receipt Date.
Optional: Specify any other fields on the Receiver header. 

Open

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...)(FIELD IS LABELED "WEIGHT").

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.