Receive Shipping

To Receive Shipping in the POS system, follow these steps:

Navigate to Receive Shipping:

Go to the side menu bar.
Select Purchasing from the dropdown menu.
Click on Receive Shipping to open a new page.

Select Purchases Order:

First, in the Purchase Order dropdown, select the PO number corresponding to the shipment you are receiving. Once selected, all the details of the PO will appear on the screen, including product descriptions, barcodes, quantities, and unit costs.

Receiving Items:

Quantity Selection: For each product, you need to manually enter the number of items you have received in the Quantity field. The Outstanding/Ordered Quantity column helps you track how many items are yet to be received.
Receive All: If you have received all the products as per the PO, click the green Receive All button. This will automatically update all the quantities to match the PO, marking the entire shipment as received.

Unit Cost & Selling Price:

After entering the received quantities, you can still adjust the Unit Cost and Selling Pricefields as needed. The system will calculate your margin based on these inputs and display the percentage in the Margin column.

Product Management:

Edit Products: There is a yellow button (pencil icon) next to subtotal column. Clicking this allows you to edit any details for the specific product.
View Purchase History: The blue button (book icon) next to subtotal column displays the purchase history. It shows details like the supplier, previous orders, and the price and quantity from previous purchases for that particular item.

Miscellaneous Costs:

If there are any additional costs (e.g., shipping, handling, or other miscellaneous expenses), enter these in the Miscellaneous Cost field. These costs will be factored into the total purchase amount.

Notes:

Use this section to provide important instructions for the receiving process, such as:

Incomplete Shipment: Note any items not received, with instructions (e.g., awaiting backorder, contacting the supplier, or issuing a partial receipt).
Damaged/Defective Items: Record any products that arrived damaged or need replacement.
Special Handling: Specify storage or handling requirements for certain items.
Follow-up Actions: Include next steps, like scheduling deliveries, or notifying relevant departments.

This ensures smooth communication between purchasing, receiving, and warehouse teams.

Submit:

After entering all the received quantities and costs, click the Submit button at the bottom of the screen to finalize the received shipment. The system will update the inventory with the newly received quantities and costs.