How To

How to receive an order?

When order goods have been received onboard, it is time to receive the items to stock.

Open the order in question
Click on the [Set as Receive] button
The following dialog will open, with a list of all the order lines in the order. (IF more item information is needed for each order line, click the [Columns] button to add hidden order line detail columns.

By default, the dialog will assume that everything has been delivered, so the “Received” column is automatically filled with the same quantity that has been ordered. However, it is possible to modify the quantity if require, if not all quantity is received the “rest” is calculated.
If the items ordered have a default stock location, this location will be preselected for these items and if left unchanged is where the received stock will be added. If the items do not have a default location or a different location is wanted it is possible to click the […] within the location cell and chose a location from the stock location tree.

When all received quantity has been entered, click the [Receive] button

If all item has been received the status for the order will be set to “Completely Received”, unless the order has also been marked as “Paid” in which case the status will be set to “Finished”.

If not, all items have been received, the following dialog will appear, asking what should be done with the remaining items.

Set order to partly Received: If there is an expectation that the rest will be delivered, the order can be set to status “Partly Received”
Set order to “Completely Received” and move the rest to new draft: If the items are to be reordered from somewhere else, or the original supplier will deliver the items but later it is also possible to move the items to a new draft, or move them to a “partly order” keeping the original order number but with a split extension at the end of it “/1” For more details on “Partly orders” please see chapter: How to create a “Partly order”?
Set order to “Completely Received” and cancel rest: If the quantities not delivered is of low value it is possible to just “cancel” the rest, setting the order to completely received.

When the remaining items in a “Partly received” order has been received, the receive process as described above is repeated, but when doing partly receives.

Additional Functions in the “Receive” dialog

There are some additional functions available in the “receive” dialog other than actually receiving items.

Report Non-Conformance: (Requires the “NC Reporting” license) If something is considered as a nonconformance with the delivery, a non-conformance report linked to the supplier and order in question, can easily be created

Run Delivery Assessment: (Requires the “Supplier assessment” license) It is possible to create and link supplier assessments to a supplier, which can be configured to be

“Mandatory” forcing the user to fill it out prior to be receiving the order. “Recommended” the system will request the user to fill it out when receiving but will accept cancelation. “Optional” the assessment is available and can be run if needed. (Separate user manual is available for the “Supplier assessment” functions)

Add new supplier experience event: (Requires the “Supplier assessment” license) If there are issues with the delivery, it is possible to easily record the issue, linking it to the supplier. This collection of “experiences” can later be used when assessing the supplier’s performance and quality. (Separate user manual is available for the “Supplier assessment” functions)