Receiving Process

Receive purchase-order stock, record exceptions, and close completed receipts.

Preparing video

Starting the Receiving Process

  1. Navigate to ShipOS → Purchase Orders (opens the Cybership dashboard in a new tab)
  2. Click on the PO you want to receive
  3. Verify PO status is Pending (not Closed)
  4. Click Start Receiving

Receiving Workflow

  1. Scan Product Barcode: UPC or SKU
  2. Confirm Quantity: Defaults to 1 unit (editable before confirmation)
  3. Scan Location Barcode: Destination bin
  4. Repeat

Scanner shows running totals ("12 Accepted / 15 Ordered") and progress percentage. Each scan updates inventory immediately.

Advanced Receiving Features

Lot Tracking

  1. Click Activate Lot on the line item
  2. Enter lot code, expiration date, quantity, location

Multiple lots per product supported. Each lot has separate inventory tracking.

Rejections

  1. Click the rejected quantity field (displays current rejected count)
  2. Enter quantity, reason, notes, optional photo attachments

Multiple rejection reasons per product supported. Rejected quantities do not increase inventory.

Multi-Location Putaway

Receive same product into different bins, store different lots in different locations, route products to specific zones.

Bulk Actions

Receive As Expected: Auto-fill remaining quantities for selected items

Change Location: Assign same location to multiple items

Print Barcodes: Generate labels for received items

Bring to Front: Move selected items to top of list

Partial Receiving

  1. Receive only items that arrived
  2. Leave remaining items at zero
  3. PO inventory status shows Partially Received
  4. Continue receiving when next shipment arrives

Over-Receiving

Can accept more quantity than ordered (bonus items, corrections, etc.). Inventory increases by full accepted amount.

Closing Purchase Orders

Automatic: At 100% received, system prompts to close PO or keep open

Manual: Options menu → Close Purchase Order

Closed POs cannot accept new receivals. To continue receiving, re-open the PO by changing its status back to Pending, or create a new PO for additional inventory.

Inventory Updates

Accepted stock is recorded at the selected location with its lot and expiration details. Sale availability and picking eligibility depend on location flags and allocation; see Understanding Inventory.

Troubleshooting