Receivers are used to receive inventory into a location from Purchase Orders or Transfers in, to issue inventory out   of a location from a Transfer Out, or to Receive inventory into a location on the fly (Custom Receiver) when a   Purchase   Order or Transfer has not previously been created.

1. Click or tap the Purchasing button icon and select Receivers. From there the user will click or tap the Search Icon.
2. The Receivers Lookup Section will appear with a listing of all Receivers to which the user’s role provides access.
3. Use the same techniques to search for a Receiver as the user would to search for any record in the system. Use the Search by drop down menu to select a base field for the user’s search. Enter the user’s search criteria in the Search by field, and click or tap Search. The user can, of course, filter and sort each column as needed to get the results the user desires.
4. Once the user has found the correct Receiver, click or tap Edit Receipt on the left of the Receiver number and the Receiver screen will appear.
   

Receiver Record

The Receiver Record is structured much like other records throughout OpSuite, except that Receivers are actually transactions, similar to Transfer and Purchase Orders. This means that they have additional actions that can be performed, or that are performed, based on status.

As mentioned previously, the Receiver screen is similar to other records in the system, except the user will notice there is a “totals” line in the middle of the screen, indicating that this is a transactional screen rather than a basic record like an Item, or a Customer record. Let’s review each section of the Receiver.

Receiver Header

The Receiver Header is located at the top of the record and contains the basic information about the Receiver, including the Receiver Number, Title, etc.

Below is a review of the fields on the Receiver Header:

• Receiver Number - The automatically generated Receiver is referenced (setup the user’s auto numbering options in Company Setup).
• Title - The description of the Receiver. This is free form text that the user can use to describe theR eceiver.
• Receiver Method - The type of record being received or issued; purchase order, transfer, or custom.
• Received By - Automatically filled in when saved, this field records who commits the Receiver.
• Allocation Method - The method by which the shipping and fees costs are allocated across the items being received. Options here are None, Allocated by Cost, or Allocated Manually.
• Shipping & Fees - This field is used to record shipping or other fields related to the delivery of the product to your location. This can be allocated across the items being received (manually or weighted by cost), or recorded as a separate fee that does not affect the cost of the items.

On the “Totals” line:

• Total Order Qty - Total items on the purchase order or transfer that is associated with the Receiver.
• Order Total RTD - This is the total Received to Date (RTD) for the purchase order or transfer across multiple receivers.
• Total Remaining Qty - Total number of items that are remaining to be received from the purchase order or transfer.
• Total Cost - This is the total cost of items received on the Receiver.

Receiver Details

The Receiver Details tab including additional fields related to the Receiver and the Purchase Order or Transfer it is associated to, which provides more details, including various dates and status.

Here is a review of the fields on the Details tab:

• Order Number - The Purchase Order or Transfer Order Number associated with the Receiver.
• Supplier Code - The code for the supplier, if applicable.
• Location(s) - The location for the receiver.
• Required Date - The date the user wants the product by.
• PO / TO Number - The associated purchase or transfer order number (if applicable).
• Delete Un-Committed Receivers Check Box - This check box can be selected if the user wants the system to automatically find any un-committed receivers for the same purchase orders or transfers and removes them. This is used when the user is closing a purchase order or transfer and the user does not want any receiver that has been created by other to be committed after the current receiver is completed.
• Status - The status of the Receiver.
• Packing Slip Number - If the user has a Packing Slip or Invoice Number, it can be recorded here for late reporting or export.
• Commit Date - Date on which the receiver is committed.

Receiver Item Details

The Receiver Item Details tab is where the items being received or issued are listed. This is also where the user would add items, make modifications to quantities or costs, or remove items prior to committing the Receiver.

On the top bar of the Item Details Tab there are two buttons;  Quick Add, and Item Search.

• Quick Add - The Quick Add button brings up a screen for adding items to the receiver quickly and efficiently using a barcode scanner (must be keyboard wedge) or by typing in the SKU manually.  
• Add Item - The Add Item button brings up a screen for adding items to the receiver by filtering and sorting items. Multiple items can be added at one time. This is the preferred method for creating receivers using the manual receiver function.  The Add Item function allows you to search for items, upload a .csv or .txt, or import a template.
• Receive All - The Receive All button at the bottom enters the quantity remaining to be received (or issues) from a purchase order
  or transfer into quantity (Qty) field.

At the bottom of the Item Details Tab, you will find various tools to help you navigate the receiver. In many cases, depending on the number of items, the user will have multiple pages of items.

• Lines per page - The user can control the number of items that appear on each page using the lines per page setting. The user can choose from 10, 25, 50, 100, 250 or 500 lines per page. This makes it easier for the user to review items on the receiver based on the user’s preferences.
• Page tool - The user can flip from page to page using the right and left arrows, or jump to a specific page by entering the desired page number on the page listing tool.

Other features in the Item Details tab include: