Minimum Version Required: 22.01
Steps
How to Receive a Product on the Server
1. Using Universal Search, navigate to the Purchases table.
2. Locate a Purchase by applying filters to the column headers.
3. Arrow into the purchase.
4. Review the Purchase for quantity and costing then click Edit to make changes, if needed.
5. Once details have been reviewed and changes are complete, click the Receive Shipment button.
Note: The Purchase’s Receive Date is set to today's date.
If an overlay appears, make the requested changes on the product(s) listed then click OK.
6. Click the name of one of the products.
Inventory - This product's on-floor inventory now reflects being received in the warehouse.
Fields And Definitions
* = required field
Purchases table - Table displaying Purchase records with information including Shipment ID, Vendor, Status, and Invoice Number.
Encompass Mobile - Handheld app to access a customer’s Warehouse, Dashboards, and Sales Executions.
Shipment Number* - Reference number used to identify a specific shipment.
Receive Date* - The date a shipment is expected to arrive.
Vendor* - The company that supplies products to a business.
Location* - Specific warehouse that is receiving the product.
Best Practices
Receiving on Encompass Mobile gives you more control of Inventory Counting and Bin Locations than Receiving on the server site.
Products should always be counted in the Warehouse as they are seen upon Receiving.
Similar Products should be put in different bins to minimize Mispicks.