Inbound Shipments

Inbound Shipments are how you track and receipt stock you’ve ordered from Suppliers on Purchase Orders. 

Create an Inbound Shipment

From Inventory > Purchase Orders:

1. Open a Purchase Order.
2. Click on Receipt on the activity toolbar.
3. Select either Receive Shipment or Receive All.

 

Both choices will create a new shipment record that will appear in Warehouse > Inbound Shipments.

• If you choose Receive Shipment, the shipment record will have To Be Picked automatically applied as the shipment record Status.
• If you choose Receive All, the shipment record will have Received automatically applied as the shipment record Status.

The related Purchase Order will also have the Status field updated to reflect the current shipment status.

 

Receipt goods into stock

All new shipments generated from a Purchase Order will show in Warehouse > Inbound Shipments.

By default, all new shipments have To Be Picked automatically applied at the Status, so you can isolate the orders you need to physically receive by using the search/filter box in the Status column.

 

When you have processed an incoming shipment, you can open the record and select Mark As Received to change the Status field of the shipment to Received.

Marking a shipment as received will increase your stock level in CRM for the items on the shipment. 

Multiple shipments of a Purchase Order

You can receive items from a Purchase Order in as many shipments as necessary.

When you select Receive All, the default action is to pull all available items that are not yet received into a new shipment record. You can then edit the shipment record.

If you don’t want everything on the order to be received at once, just delete any items you don’t want to receipt yet.

You can also amend the quantity received by clicking on an item and amending the Quantity field, then click Save.

Until all goods on the PO are received, the Shipment Status will show as Partially Received.

 

Shipment tracking

• At any time, you will be able to see the Status of your shipments, either from a record, or from List View.

 

 

• From the Tracking tab on an Inbound Shipment you can see specific details about the receipt.

Pro Tip: use Advanced Filters and Layouts to quickly segment and sort your shipments for easy workflow and tracking.

Undo a receipt of goods

If required, you can undo the Status of a shipment using the option underneath the Mark As button.

This will change the Status of a shipment from Received back to To Be Picked.

 

You will then be prompted to confirm the action.