Raw Materials may only be received (whether on a purchase order or through a receipt) if pricing is attached to the item. Information on attaching raw material pricing to a vendor is available here. For information on creating raw material inventory items, please see this article.
Jump to Receipt Type
Receive Against a Purchase Order
Purchase Orders allow users to receive multiple inventory lots for a given line item at once. POs may be received fully or partially; partially-received POs may be received against at a later date. Details on creating a purchase order are available here.
- Navigate to the Purchase Order Log under the Raw Materials section of the navigation menu
- Locate the appropriate purchase order and click Receive
Note: Only approved purchase orders are available for receipt. If Receive is not available, first click Approve to confirm the PO details. - Confirm PO details, including Receipt Date, BOL/Reference Number, and Warehouse
Note: Raw materials may only be used for batches and bottling from the Default warehouse (distillery premise). Secondary warehouses are intended for storage, sales, and transfers only. - For each inventory item received on the purchase order, enter the receipt details
- Qty Rec.: Quantity received of the item in this receipt
- $/Unit Rec.: The unit cost of the items received
- $Cost Rec.: The total item cost received
Note: $/Unit and $Cost are related; entering a Unit Cost will populate the total item cost, while entering the total Cost will populate the Unit Cost. - Tax $: Any tax applied to the item
- Shipping $: Shipping costs for the item
- Lot Number: Users may receive more than one lot at a time. Additional lots may be added via the "Insert Line" button on the right side of the table.
- Exp Date: Expiration date, if applicable.
- Click Submit to save the receipt
Receive Without a Purchase Order
Note: Receipts without a purchase order are limited to one item and one lot at a time. To receive multiple items or multiple lots, users should create a purchase order.
- Navigate to New Receipt under the Raw Materials section of the navigation menu
- Confirm receipt details, including Vendor, Receipt Date, Purchase Order #, and BOL/Reference, and/or Receipt Number.
- Enter the quantity of Received Units
- Select the raw material received. Typing in the Search box will limit displayed items.
- Enter appropriate details for receipt
- Lot Name
- Expiration Date
- Total Cost ($): The total item cost received
- Material Cost ($): Total cost
- Total Unit Cost ($): The unit cost of the items received
Note: This field is pre-populated with expected unit cost for the selected vendor - Shipping Cost ($): Shipping costs for the item
- Total Tax ($): Any tax applied to the item
- Enter any Notes for the transaction
- Warehouse: The warehouse to which this inventory should be added
Note: Raw materials may only be used for batches and bottling from the Default warehouse (distillery premise). Secondary warehouses are intended for storage, sales, and transfers only.
- Click Receive More to save and receive again. Click Receive and Done to return to the Receipts Log.
All receipts, whether received on a purchase order or not, appear in the Receipts Log, accessible via the Raw Materials section of the navigation menu.