How to Create an Inventory Receivings Report

Overview:

This article will teach you how to report an order of items received into foreUP. By creating a receivings order, foreUP will automatically update your inventory quantity count and item cost numbers. 

Preconditions:

• Access to the Receivings module.
• (Optional) If you want to attach the name of the supplier to the receiving order, you may want to create the supplier in the Suppliers Module before creating the receivings order. See How to Create, Edit and Delete Suppliers

Steps:

1. Go to the Receivings module.
2. Type in the Item Name into the "Search Bar", then select the item from the drop-down. (If you need to create a new item, you can click the "+" sign next to the search bar and create the inventory item from here)
3. Make needed changes to the items Cost, Quantity and Discount Percentage then click "Update Item". You can remove items from the receivings order by clicking the "Delete" button.
4. Enter the applicable receiving information;
   1. • Supplier's Name.
      • Reference's Name.
      • Invoice Number.
      • Shipping Cost. (NOTE: The shipping cost can be included in the cost of the item by checking "Add Shipping to Cost")
      • Payment Method.
      • Payment Amount. (NOTE: No transactions are processed from generating a receiving. Receivings is for reporting purposes)
5. Once all applicable information has been entered, click "Finish" to complete the receiving. Upon completion, your inventory counts and items cost will be updated automatically to reflect the changes. 
   
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