Understanding Parts Receipt
Receiving completes the transfer cycle, updating inventory at the destination location.
Step 1: Access Freight Record
When parts arrive:
- Go to Freight Records tab
- Find shipment by:
- Tracking number
- Expected date
- Destination
- Open freight record
Step 2: Verify Shipment
Check received items:
Verification Process
Expected Items:
☑ Capacitor 45MFD (3) – Received: 3 ✓
☑ Air Filter 20x25x1 (4) – Received: 4 ✓
☑ Thermostat Pro (1) – Received: 1 ✓
Condition: All items in good condition
Discrepancies: None
If Discrepancies:
- Note missing items
- Document damage
- Photo evidence
- Contact warehouse
Step 3: Mark as Delivered
Complete receipt process:
- After verification
- Click Mark as Delivered
- Confirm quantities
- Add receipt notes if needed
System Updates:
- Status changes to “Delivered”
- Inventory updated at destination
- Request marked complete
- Notifications sent
Step 4: Inventory Update
Automatic stock adjustments:
What Happens Automatically
Location: Van-1234
Before Receipt:
– Capacitor 45MFD: 0
– Air Filter: 2
– Thermostat: 1
After Receipt:
– Capacitor 45MFD: 3 ✓
– Air Filter: 6 ✓
– Thermostat: 2 ✓
Verification:
- Check inventory tab
- Confirm new quantities
- Stock now available for jobs
