Process Warehouse Receipts
Overview
Inbound Warehouse Receipts can be created from Purchase Orders or Transfer Orders.
Use List Views to Manage Receipts
Open: Receipts in progress.
Posted: Receipts that have been posted. This is also the final document status for a Transfer Order Warehouse Receipt.
Partially Invoiced: Receipts partially invoiced.
Fully Invoiced: The final document status for a Purchase Order Warehouse Receipt.
Editing a Warehouse Receipt
If you need to receive a partial delivery:
Edit the Warehouse Receipt and update the Warehouse Receipt Lines to reflect the inventory received.
Lot Number Assignment
If the items on the receipt are lot-tracked, GoldFinch will display them in the Enter Lots section of the Purchase Order.
Enter Lots Button:
Green: Lot numbers have been fully assigned.
Red: Lot numbers still need to be assigned to the item.
Click the Enter Lot button to assign a Lot Number for the specific item.
Alternatively, click Enter Receiving Lots to enter Lot Numbers for multiple lot-tracked items simultaneously.
Click Add Tracking Lines.
Enter the Lot Numbers, their corresponding Quantities, Manufacture Dates, and Expiration Dates.
Save the Warehouse Receipt.
Posting the Warehouse Receipt
Ensure the Enter Lot button is green, indicating that all required lot numbers have been assigned.
Click Post to finalize the Warehouse Receipt. Posting the receipt will increase the on-hand inventory for the received items.
Receiving into Multiple Warehouses
Update the Warehouse field on the Warehouse Receipt before you post. GoldFinch allows you to receive inventory into multiple Warehouses from the same Purchase Order.