Skip to main content

Receive a transfer

A transfer can be received two ways: from the transfer document itself, or as one of the documents covered by a Purchasing receiving session. Both land the same stock the same way — with one exception: if you scan a licence plate against a transfer-backed line in a receiving session, the plate is silently ignored. Pick whichever fits how your site works.

From the transfer​

  1. Open the transfer. Once it is In transit, the document offers a Receive… button.
  2. Select it. A dialog opens with one line per item, each pre-filled with the outstanding quantity and capped at it — you can key a smaller number if less arrived, but not more.
  3. Adjust any line down if less than the full outstanding quantity turned up.
  4. Select Receive entered.

A partial receipt is normal. It leaves the transfer In transit with the remainder still outstanding — see resolve a transfer shortfall for the three ways to clear it.

From a receiving session​

A receiving session in Purchasing can cover transfers as well as purchase orders. When you build the session, the documents picker offers any transfer that is currently In transit alongside purchase orders sent or partially received.

The one thing to know before you post: a transfer can't be short-closed in a session. A purchase order gives you a choice between leaving a shortfall outstanding and closing it out; a transfer doesn't — there's no close-out choice for it, and whatever wasn't received simply stays outstanding on the transfer, to be resolved there instead. See resolve a transfer shortfall.

You can't receive more than was dispatched​

Every line is capped at what's still outstanding on the transfer — you can't receive more than was dispatched. If the whole delivery doesn't match what you expected, receive what actually arrived and leave the rest; a partial receipt is the normal case, not an error.

Where the received stock lands​

Receiving a transfer, whichever of the two ways you do it, places the stock the same way a goods receipt does. At a destination using advanced locations, the stock stages into the receiving location and raises a putaway task — the same task a goods receipt would create, worked from Inventory → Putaway. At a destination using simple locations, it lands straight in the variant's usual location. Only a virtual destination holds the stock at site level.

Damaged units are the exception, and can only be keyed on a receiving session: they go to the destination's quarantine location and are never put away — or, at a virtual destination, they sit at site level like everything else there.

For what each step of a transfer does to stock, see how transfers work.