Receive Inventory

Access to this feature may only be available with the ‘Complete’ edition. Ask your Wasp representative for details.

When you begin receiving inventory on a purchase order you created in the system, you will mark that inventory as received on the Receive screen.  This screen allows you to select which purchase order you are receiving on and to mark individual items on that purchase order as received into a specific location.  You can also optionally view costing information on this screen.

Inventory can also be received in iOS, Android and Windows Mobile devices.

Click on the Purchase > Receive.

The Receive screen will appear.

Receive

• Purchase Order - Select the purchase order.  When you select a Purchase Order, the screen populates with the information related to that order.
• Receipt Number - Enter the receipt number if any.
• Receive Date - Update the receive date, if required.
• Notes - Add notes, if any.

Line Items

• The Items will also get populated when you select the purchase order number.

• Select the item and it will highlight in blue colour. The details of the item will get populated on the Receive Item grid.

• Quantity - Enter the Quantity received. The Unit will default to the Vendor's shipping unit entered on the purchase order. You can change this if needed, but be aware it will change the amount you are receiving.
• Receive All checkbox - Click on the checkbox if all the order quantity is received.
• If the item has any Track Bys, the Tracking Details button will appear. Click the Tracking Details button to enter track by information. The tracking details can also be updated in the Select Items to Receive - Tracking Details grid.

Note: The track-by quantity should match with the actual quantity. Otherwise, a message will appear indicating that  "The track by quantity is not matching the actual quantity."

• Click on the Update button.

Select Items to Receive

• In the Select Items to Receive section, make sure the items you want to mark as received are selected.
• If you want to print label or print receiver, make sure to click on the Print Label and Print Receiver checkbox. You can add the transaction label name as well as you can edit receiver name details.

• Click on the Save and Close PO or Close PO and Create Backorder.
• Save and Close PO - The purchase order will get saved and closed.
• Close PO and Create Backorder - The purchase order will get closed but a backorder will get generated.