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How do I record goods arriving for a customer?

Create a Warehouse Receipt for the customer, fill the carrier and driver, add a line per item and batch with the quantity, warehouse and zone, and Save. The receipt is the record of the arrival; it posts nothing and builds no stock balance.

Screen
Warehouse Receipt (3PL Warehouse › Receipt)
Who
The receiving clerk
Takes effect
On save

Steps​

  1. Open Warehouse Receipt (3PL Warehouse › Receipt › Warehouse Receipt) and press New.
  2. Fill the header: Transaction, Transaction Date, Transaction Time and Customer are required. Name fills in from Customer. Put the customer's advance shipping notice number in Customer Reference.
  3. On Carrier, type the Carrier, Tracking Number, Driver and Driver Licence Number. On Entities, the Shipper and the clearing Agent.
  4. On Basic Data, add a line per item and batch:
    • Item: pick it. Name and Unit fill in.
    • Unit: change it to Carton if the goods came in cartons.
    • Movement Quantity: the count in that unit, such as 40.
    • Batch/Serial Number: the lot number, required for items with Required Batch.
    • Warehouse and Warehouse Zone: where the goods were put.
    • Chamber, Temperature, Weight as recorded at the door.
  5. Save.

Check it worked​

If something looks wrong​

  • "Basic Data Lines cannot be empty" - add at least one line.
  • "Basic Data - Line ID: ... - Batch Number cannot be empty" - the item needs a batch on every line.
  • I picked the wrong zone. Edit the receipt, change the line, Save. The receipt has no Reverse.