The Receiving form has a two-fold purpose:

    • Receiving merchandise (by the Receiver)
    • Receiving and processing the Invoice

When an order is received:

  1. Click on Receiving in the Inventory task list.

  1. Use the Search Button on the toolbar to search for an existing PO, if one has been created. Select the PO No.P.O._Number from the drop down menu. The P.O. information will be displayed. Or:
  2. If a purchased order has not been created Retail will create an invoice for you. When you enter a UPC code, answer ‘Yes’ when prompted, “Do you want to create a P.O. for this Vendor?” 
  3. Enter in the UPC or Item Code UPC_PLUItem_Code_for_Productfor each product in the invoice.
  4. Select from the drop-down the Purchase TypePurchase_type.
    • Purchase type displays the following three selections:
      • Received- Cases or units ordered or received. The price is calculated as quantity times cost.
      • Free- Cases or units ordered or received at no charge.
      • Returned- Cases or units are returned to vendor. The amount is deducted from the purchase order or invoice.
  1. Use the Cost_CalculatorCost Calculator from the toolbar to adjust the case cost of the selected product.
  2. Enter the Received UnitsQuantity_Received. If the quantity ordered is the same as the quantity received on all products then press the Received as OrderedReceived_as_Ordered button in the toolbar.  It puts the quantity ordered into the quantity-received column.  You can edit a selected item by re-entering the amount received in the amount-received column.
  3. If you try to enter a product that does not exist in your product file, Retail will allow you to add the product from this dialogue. The Add a New Product to the InvoiceAdd_a_New_Product_to_the_Invoice form will open, in which Retail will prompt you to fill in some of the attributes for the product like cost, price, department, section, etc.
  4. If the order requires no adjustments; proceed with ReceivingReceiving
  5. You may also create a batch at this time, by clicking on Create a BatchCreate_a_Batch in the toolbar.


Tip: To add additional items to a PO, enter the UPC and press Enter.  Answer ‘Yes’ to the dialogue.

Note: To order products in Units, which are normally ordered in packs, enter a ‘U’ and then the quantity.