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Receiving Administration

This section contains procedures to receive products, create invoices, return items to vendors, view records of received items, and manage case quantities.

Case Quantity Values

A Case Quantity Value allows a product to be received and sold by the case (or other package containing multiples of the product) while retaining inventory costs and numbers (QOH) at the single unit level.

• Set Up a Case Quantity
• Delete a Case Quantity

Receiving Inventory

Inventory items may be received by purchase order or packing slip. Both methods allow for adjustments to an incoming item's ordered quantity, received quantity, cost, retail price, gross profit percentage, and vendor product details. The receiving process directly impacts inventory levels and provides an opportunity to print product labels.

• Receive Inventory Items
• Import Purchase Order Data
• Print a Receiving Details Report from the Receiving Details Screen
• Complete the Vendor Product Detail Window
• Complete the Label Printing Window
  • Print a Label for a Product
  • Print a Receiving Details Report from the Label Printing Window
  • Print an Invoice Report from the Label Printing Window
• Delete a Purchase Order

Invoicing

Invoices are created through the receiving process. When an invoice is being processed, adjustments may be made to an invoice item's invoiced quantity, cost, retail price, and gross profit percentage. The invoicing process directly impacts calculated costs and accounting values.

• Manage Invoices
• Complete an Invoice
• Merge Invoices
• Print an Invoice Report from the Invoice Details Screen
• Delete an Invoice

Vendor Returns

Vendor Returns may be documented for accounting purposes with a Return Merchandise Authorization (RMA).

• Manage Vendor Returns

Receiving History

The Receiving History records provide an overview of all receiving records, invoices, and individual items received during a selected time frame.

• View and Use the Receiving History Record
  • Print a Receiving Details Report from the Receiving History Screen
  • Print an Invoice Report from the Receiving History Screen
• View the Receiving History By Item Record