Receiving List¶
The Receiving List provides a centralized workspace for processing incoming materials. Each row represents a PO with at least one unreceived item.
Receiving list columns¶
Typical columns:
- Link (QuickBooks sync status)
- PO number
- PO Date
- Number of items not received
- Job number
- PO Job Type
- Vendor Name
QuickBooks sync indicators¶
- Red indicator - not synced to QuickBooks
- Green indicator - successfully synced
Tooltips explain current sync status and any issues.
Receiving items from a PO¶
Click Receive Items for a PO to open the receiving screen.
The receiving screen includes columns such as:
- Action (checkbox)
- Quantity Ordered
- Quantity Received
- Part image
- Part Info
Steps to receive¶
- Check the Action box for each item you want to receive.
- Enter the quantity you are receiving.
- Click Receive Selected Items.
The system will:
- Update inventory
- Update job material usage, where applicable
- Update PO status
When all items on a PO are fully received, the PO drops off the Receiving List.
Partial receipts¶
- You can receive items in multiple shipments over time.
- The system tracks Quantity Ordered and Quantity Received for each line.
- Only receive what physically arrived.
Best practices¶
- Receive items on the same day they arrive.
- Verify quantities against packing slips.
- Use partial receipts for staggered shipments.
- Review QuickBooks sync status regularly.
- Keep the Receiving List clean by following up on stuck POs.