Receive stock (full & partial)

Turn ordered quantities into real, costed inventory. Receiving is driven from the order’s status menu: choose Received to prefill all remaining quantities, or Partially received to start with blank quantities and fill only what arrived. Each line you receive writes permanent receipt history; lot-tracked items get a new lot.

3 steps · ~3 minApplies to: Ordered / Partially receivedAccess: Purchasing operate

Receiving starts from the status menu

Only Ordered or Partially Received orders can be received. Picking Received or Partially received opens the receive dialog — it doesn’t change the status until you confirm.

1. Open the receive dialog from the status menu. On an ordered or partial order, open the status menu and choose Received (prefill all remaining quantities) or Partially received (start blank). Both open the Receive purchase order dialog — “Enter the quantities received for each material.”

   PO-1045 · status

   Ordered current

   Partially Received opens dialog →

   Received opens dialog →

2. Enter quantities and the receiving location. The dialog lists every line with its Ordered, Received, and Remaining quantities, plus a Receive now input (in purchase units). Choosing Received prefills each row to its remaining amount; leave those values unchanged to complete the order, or reduce/clear rows to receive less. Choosing Partially received starts blank so you fill only what arrived. Pick the Receive into location — leave it as default unless stock landed elsewhere.

   Receive purchase order Receive selected

   Item	Ordered	Received	Remaining	Receive now
   Huila Green RVS-GRN-HUILA	12	0	12	12
   Yirgacheffe Green RVS-GRN-YIRG	8	0	8	—

   Receive into

   Riverside Yard

   You can't receive more than remaining

   “Receive now” is capped at each line’s remaining quantity — a larger number is flagged invalid and the dialog won’t submit. Leave a line blank (or 0) to skip it; that’s a partial receipt. Received stock lands as available; block it afterward with the inventory lot actions if needed.

3. Confirm — stock, lots, and status update. Choose Mark received when you left the full prefill in place, or Receive selected for the lines you filled. Each received line writes a permanent receipt at the landed stock-unit cost; tracked items get a new lot, while untracked items append to their internal shared lot. The matching expected supply is released, and the status becomes Partially Received (lines remain) or Received (all complete).

   ✓

   Lot created

   828 kg of Huila Green at the landed cost per stock unit, disposition available.

   ✓

   Expected supply drawn down

   The received 828 kg is removed from the incoming projection at the default location.

   ✓

   Status → Partially received

   Yirgacheffe Green is still outstanding, so the order waits there until its remainder is received.

   Receiving is positive-only

   You can receive another partial batch while the order is Partially Received, but you can’t “un-receive.” Once the order is fully Received, add a line or increase a quantity first to reopen a remainder, then receive the new quantity. Received lines and the order itself can no longer be deleted because receipt history must be preserved. To back out stock, reverse it through inventory.

What’s next

• Lots & receiving — what a lot is and how its cost is set.
• Add shipping & customs — make sure landed cost is right before receiving.
• Sync a supplier bill — record the payable.