Receivals

Receive against a purchase

Open the purchase and choose Receive stock. If your company tracks best-before dates, the action is called Set best before instead.

1. For each line, enter the quantity received. The Required badge shows how many were ordered.
2. Enter the best-before date. Use + to split a line across more than one best-before date.
3. Change the cost if the supplier charged a different amount.
4. Save.

You can receive part of a purchase and come back for the rest. Quantities already received are filled in next time.

Receive without a purchase

If a delivery arrives with no purchase raised, open Purchases, open the drop-down on Create purchase, and choose Manual entry. This opens Create receival.

1. Choose the Supplier and Delivery date, and add a Reference No.
2. Turn on Allow products with unallocated supplier if you need products not linked to that supplier.
3. For each product, enter the Batch, Best before, Quantity, and temperature in °C.
4. Save.