The Receiving module, which can be accessed by selecting Receiving under Inventory from the horizontal menu, allows materials to be received into inventory.

To receive materials, find the desired material in the list, then select the Expand button in the first column of that row. This will display additional details about that material, including the Stock Status.

Click the Receive button in the Stock Status column.

Next, enter the amount of the material you received in the Amount Received field. Beneath the field, you'll see the number of units you anticipated to receive for reference.

Select the expiration date of the material by typing the date into the Expire Date field, or by clicking the date on the calendar dropdown. Use the single arrows at the top of the calendar to navigate to the previous or next month. Use the double arrows to navigate to the previous or next year.

If the larger lot or shipment contained smaller sub-lots, type the number of groupings into the Sub-Lots field. This will automatically generate a sub-lot list, with unique IDs and the quantity of each sub-lot.

Enter the lot and batch numbers into the Lot/Batch field.

If desired, add the Origin, Carrier, and Number of packages and amount per in the respective fields.

Indicate whether or not a Certificate of Analysis (CoA) was received with the materials by selecting yes or no in the CoA section. If yes, you can upload the CoA document by clicking Upload CoA, and then selecting the packing slip document from your files.

Indicate whether or not a packing slip was received with the materials by selecting yes or no in the Packing Slip section. If yes, you can upload the packing slip by clicking Upload packing slip, and then selecting the packing slip document from your files.

Indicate whether or not the packaging had any visible damage by selecting yes or no under the question Any visible damage to the packaging?

Indicate whether or not the delivery vehicle met the requirements by selecting yes or no under the question Did delivery vehicle meet all inspection requirements?

Add any additional notes by typing them into the Receive Notes section.

Draw your signature in the Received by field. To erase the signature and redraw it, click Clear.

Add any other documents by clicking + Upload in the Additional Attachments section.

Click Save to receive the inventory into the system.

Click Cancel to cancel the receiving process and delete all the entered information.