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How to Receive Inventory

When a delivery arrives at your property, you record it as an IN movement so your inventory levels, forecasts, and sustainability scores stay accurate. There are two ways to receive product: the guided Movement Wizard for a full delivery, or Quick Scan for fast, one-item-at-a-time receiving at the dock.

Option 1: Movement Wizard (full delivery)​

Best when a delivery has several different products and you want to review everything before submitting.

  1. Click Inventory in the left sidebar, then click New Movement.

  2. Choose the location the delivery is going into (e.g., "Main Storage").

  3. Add each product from the delivery and its quantity. Search by name or UPC.

  4. Select IN as the movement type.

  5. Choose a reason code for the receipt and add any notes (for example, if an item arrived damaged or short). See Movement Reason Codes Explained for what each reason means.

  6. Review the summary of products, quantities, and location, then submit. Your inventory updates immediately and the movement is recorded with its own history.

Option 2: Quick Scan Receiving (fast dock entry)​

Best when you are receiving many items quickly and want to move through them one at a time without the full wizard.

  1. From Inventory, click Quick Scan.

  2. Scan or type the product's UPC/barcode. If it matches a product already in your catalog, its name and details fill in automatically.

  3. Enter the quantity received (defaults to 1).

  4. Submit. The item is recorded as an IN movement at your selected location, and the Quick Scan window stays open so you can immediately scan the next item.

  5. Repeat for each product in the delivery.

tip

If a scanned UPC does not match anything in your catalog, Quick Scan will let you know it was not found -- double‑check the barcode, or use the Movement Wizard to search for the product by name instead.

Verifying a delivery​

After receiving, check that your inventory reflects what arrived:

  • Go to Inventory and confirm quantities increased at the correct location for each product received.
  • If something was missing or damaged from the delivery, use the Movement Wizard's notes field (or a follow-up Adjustment) to record the discrepancy so your records match what physically arrived.
note

Both receiving methods create a real, trackable movement -- there is no separate "draft" state for receiving. Double-check quantities before submitting.