Sign in

Stock · How to

Receive Goods Into A Warehouse

Published documentation for BMS Cloud.

Map All documentation

Receive goods into a warehouse

Stock only becomes available once it has been received. Until then it is on a receipt, not on the shelf.

Before you start

You need the delivery in front of you and the supplier's paperwork. Know which warehouse is receiving — it drives where the stock lands and who can then use it.

Steps

  1. Go to Stock → Receipts. It opens on Draft.
  2. Open the receipt for the delivery, or create one.
  3. Check Receipt Location is the warehouse actually taking the goods.
  4. Set the Invoice Date from the supplier's invoice, not today's date — it is what the receipt is matched against later.
  5. Count the delivery in against the receipt lines. The receipt moves to Receiving while you do.
  6. Complete the receipt. Stock becomes available in that warehouse at that point, and not before.

If the goods came from another warehouse

That is a transfer, not a standard receipt, and it appears here with a TR- reference and type transfer. It may sit as Expected until it physically arrives. Receive it the same way — the stock is in transit and on nobody's shelf until you do.

If the delivery is short

Receive what actually arrived. Do not complete a receipt for quantities you did not get in order to make the paperwork match; the shortfall is a real fact and the receipt is where it belongs. Correct any resulting discrepancy deliberately, with an adjustment or a stocktake.

Related