Workflow guides

Receive stock

Record incoming quantities against the correct item, unit, and destination.

Prepare the receipt

Open the purchase order when one exists; otherwise start a direct receipt. Compare the delivery note with the expected item, quantity, and unit before recording anything.

Capture what arrived

Select or scan the item, enter the accepted quantity, and choose the real destination. Record lot, expiry, serial, supplier reference, or condition details when the item requires traceability. Split a line when quantities go to different locations.

Handle differences visibly

Record only accepted stock. Keep damaged or quarantined material in a distinct location or status and note shortages rather than changing the expected order silently.

Complete and verify

Complete the receipt once every line is checked. Compare the destination's on-hand quantity with a physical count and review the generated movement history.