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Receive a delivery

This is the recipe for receiving a delivery against one or more purchase orders or inbound transfers. See receiving deliveries for what posting actually does to stock and cost.

  1. Go to Purchasing → Receiving, then select New receiving session. Choose Quick scan instead if you want to start with scanning already turned on.
  2. Choose the Receiving site, pick the Documents to receive — search by PO, transfer, or supplier; purchase orders and inbound transfers both appear — and enter the Delivery note number. All three are required before you can create it. This is usually the first thing people hit, so have the delivery note to hand before you start.
  3. Record what arrived, either by scanning barcodes or by searching for and entering quantities against each line. Receive all sets every line that is still short to its full expected quantity in one go — useful when the whole delivery matches what was expected.
  4. Open a line to record a Lot number, an Expiry date where the variant rotates first-expiry-first-out (required for those variants — you can't save without it), a Licence plate (optional) on sites using advanced locations, a damaged quantity under Damaged / rejected, or a note. Damaged units route to quarantine once the receipt posts.
  5. Select Review & post (or Review, if you don't hold the accept permission) to open the close-out sheet. Choose a close-out for each document you received anything against — see close or backorder a short delivery — then select Confirm & post receipt. Without the accept permission this button reads Submit for review instead, and someone who holds it posts the receipt afterwards.

Starting from the order itself​

You can also start receiving from a purchase order's own page: on an order that is Sent or Partially received, its Receiving card offers Receive in workspace, which creates the receipt and takes you straight into it.

Who can post​

Posting needs both the Edit suppliers & purchase orders permission and Accept receiving discrepancies. See purchasing permissions for the full picture, including why this is a common surprise for warehouse and member roles.