You’ve created a purchase order, submitted it to the vendor, and the items are now available for you to receive (take ownership of).

Whether your vendor is delivering them to your place of business, they’re being drop-shipped to a job site, or they’re available for you to pick up via Will Call, ‘Receiving’ is the exchange of ownership of the items from the vendor (consignor) to your organization (consignee).

Along with the delivery/shipment is a Packing Slip that includes a complete list of the items you ordered that are in this specific shipment. Packing slips typically will include such things as a unique ‘Shipment ID’, SKUs, part numbers, item descriptions, and the number of units being delivered. Anything that didn’t make the shipment will be considered a backordered item.

The packing slip is not only useful for you, the consignee to verify that the items received are correct, but also for the vendor (consignor) to have a record of the items that left their warehouse. The Packing Slip serves as a legal document that is proof of delivery for any incident that may occur.

Receiving items in Crows Nest is a process step or ‘Status’ along the purchase order’s lifecycle journey. Once all ordered items have been received, the status of the PO should be changed to ‘Received’.

Receiving Items via the Purchase Order

1. Click the ‘Receive All’

2. Right click anywhere in the Items panel.

3. Select ‘Receive Remaining’ from the popup context menu.

4. Select ‘Receive…' from the popup context menu.
   
   

   Open

   

    

    

Three Methods of Receiving Items

Open	Receive All If your entire purchase order arrives in a single delivery/shipment, simply click this button to receive all the items in a single click of a button. No need to select the items that are being received. Assumes all items on the PO are on the Packing Slip. Assumes all items on Packing Slip are accounted for.
	Receive Remaining Use when choosing to receive in more than one item, but not the entire purchase order. Useful when receiving in items that were on backorder. Assumes quantity in B/O column is quantity being received in.
	Receive… Used only to receive in a single selected item. Use when the quantity delivered is less than the quantity ordered or less than the quantity in the backordered column (B/O). Allows you to manually enter the quantity received. Allows you to manually adjust the quantity being received. Enter ‘Shipment ID’ from the Packing Slip (optional but recommended). Allows you to select the location the item will be stored at your facility. Enter any note that may be helpful to others (optional) Click ‘OK’.

Ordered, Received, and Backordered

1. Ordered (ORD) indicates the quantity that was ordered from the vendor.

2. Received (RCV) indicates the quantity of this item that has been delivered (may be the full quantity ordered or may represent one or more a partial shipments).

3. Backordered (B/O) indicates the remaining quantity that has not been delivered.

Receiving via the Inventory->Receiving tab

You can also receive in items using the Receiving tab on the Inventory form.

1. Navigate to the Inventory form.

2. Select the Receiving tab.

3. Select one or more rows and right click to open a pop-up context menu.

4. Select either ‘Receive…’ or ‘Receive Remaining’.