Using the Receive Shipment Page (Bulk Receiving Purchase Orders)

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

In PartsManager, formerly known as PartsLedger, the Receive Shipment Page allows you to receive Items across all of your Purchase Orders in bulk. The Receive Shipment Page lists all non-received line Items on all Issued or Partially Received Purchase Orders.

This article will walk you through how to use the Receive Shipment Page to receive Items in bulk, and how to receive line Items to an Alternate Warehouse from the one listed on the Purchase Order.

 

Receiving Items on the Receive Shipment Page

Receiving Items on the Receive Shipment page function nearly identically to the Receive Menu on a Purchase Order. Read about Receiving Items on a Purchase Order first before using the Receive Shipment to receive Items in bulk.

  1. On the Navigation Bar, click Purchasing.
  2. Then click Receive Shipment.
  3. Select the line Items you want to receive by clicking the checkboxes next to the Items.
    • You can use the View or Quick Filter to filter only the line Items you want to receive. Most likely your receiving team will be receiving shipments from one Vendor at a time. If so, you can filter your list based on the Vendor you are receiving the shipment from.
  4. Enter the Receive Quantity and Receive Unit Cost of ALL the selected line Items you want to receive.
    • You can use the Autofill button to fill all selected rows with the remaining quantity that hasn't been received and the Unit Cost listed on the Purchase Order.
  5. Click Receive Rows to open the Receive These Rows menu.
  6. Enter a Reference number if applicable.
  7. The Receive Date will be pre-set to today's date. If the Receive took place on a different date, then select the correct date.
  8. You can toggle on or off whether or not you would like to Update Default Cost.
    • This will automatically update the “Default Purchase Price” of an Item with the Shipment “Received Unit Cost”
      Screen_Shot_2022-06-21_at_9.32.16_AM__1_.png
  9. Once you have confirmed that you want to complete the Receive, click Confirm.

Receiving Items to an Alternate Warehouse

There may be times you need to receive part or all of a shipment to an Alternate Warehouse than what was originally listed on the Purchase Order. 

  1. On the Navigation Bar, click Purchasing.
  2. Then click Receive Shipment.
  3. Clicking the Receive to Alternate Warehouse Icon opens an Alternate Warehouse drop-down.
    Screen-Shot-2022-07-06-at-6-04-14-PM.png
  4. Select which Alternate Warehouse you’d like to receive these Items too.
  5. If applicable, enter a Reference Number if applicable.
  6. Select the line Items you want to receive by clicking the checkboxes next to the Items.
    • You can use the View or Quick Filter to filter only the line Items you want to receive. Most likely your receiving team will be receiving shipments from one Vendor at a time. If so, you can filter your list based on the Vendor you are receiving the shipment from.
  7. Enter the Receive Quantity and Receive Unit Cost of ALL the selected line Items you want to receive.
    • You can use the Autofill button to fill all selected rows with the remaining quantity that hasn't been received and the Unit Cost listed on the Purchase Order.
  8. Click Receive Rows to open the Receive These Rows menu.
  9. If applicable, Enter a Reference Number.
  10. The Receive Date will be pre-set to today's date. If the Receive took place on a different date, then select the correct date.
  11. You can toggle on or off whether or not you would like to Update Default Cost.
    • This will automatically update the “Default Purchase Price” of an Item with the Shipment “Received Unit Cost”
  12. Once you have confirmed that you want to complete the Receive, click Confirm.

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