Inventory shipments to be received can be created from either submitted purchase orders or directly from the Receiving tab.
Once a shipment is created, it can be used to partially receive items and disposition them as either ready for inventory or rejected due to defects.
New Shipment
To create a new shipment for tracking, click the +New Shipment button on the Receiving tab of the Builds module.
Fill out the info in the modal. Once a vendor is selected, only POs associated with that vendor can be added. If a part is selected, only POs containing that part AND associated with the selected vendor can be added. You can not select a PO until a Vendor is added.
A shipment can also be created directly from the PO itself by clicking the +New Shipment button.
This will bring up the same modal, however the vendor and remaining parts not currently linked to a shipment will be autofilled.
Shipment Overview
Clicking into a shipment's Carrier Tracker Number from the Receiving tab will bring up the Shipment Detail screen.
This screen displays the number of items in the shipment that are pending receipt, received, or rejected, respectively.
The status of the shipment can be updated. Delivered and Canceled statuses will move the shipment to the Closed tab. Updating to one of the other statuses will move the shipment back to the Active tab.
Activity will also be tracked on the side panel.
Once a shipment has been created, the PO will update to reflect the status of the shipment / disposition.
Receiving a Shipment
When the shipment has been delivered, all or some of the items can either be rejected or received into inventory.
The shipment can be partially received or received in full.
Navigate to the Shipment Detail screen for the parts that were delivered. Hover over the line item for a specific part and click the pencil icon.
Update the quantities in the green (middle) column to receive the items into inventory or in the red (right) column to reject the items.
Click Save.
Fill out the inventory information for the quantity received.
Actions are tracked in the Activity section with links to the specific inventory items.
Rejected Items can (optionally) be moved to inventory by entering info in the modal. Clicking save without entering items will reject them without adding to inventory.
The item will appear in Inventory with the status of Reje te
Currently, once an item has been rejected and/or received it, that status can not be edited. Is there are still line items available in the processing (left) column the pencil icon can be clicked to increase quantities but not decrease quantities. Once the processing (left) column has a quantity of 0, then the pencil icon will no longer be available.
The Status of the shipment can then be changed to Delivered.