Settings : Receive Inventory (Video)

This article contains step-by-step instructions on how to receive inventory and how to create a vendor.

Step By Step:

Step 1: Click the Gear wheel icon from the top right corner of the window. Select Inventory Center from the left row of the window.

Step 2: From the Inventory Center, click the Receive/ Transfer Inventory tab. Under the Receive Inventory tab are the VENDOR RECEIPTS and VENDOR LIST tabs.

Step 3: Click Receive Inventory to receive the inventory. The system will open a new RECEIVE INVENTORY window.

Step 4: In the RECEIVE INVENTORY window, search for the inventory by item name and PLU code then click Add. Enter the Received Qty and Received Unit Cost then click Submit.

Step 5: Click View to see vendor receipts. The system will open a new VENDOR INVOICE window. Receipts can be filtered by Day, Week, Month, and Year or a selection can be made by date from the date selector for a specified period.

Step 6: Click the tab VENDOR LIST to see a list of vendors. A search can be performed by the vendor by name and then click Search.

Step 7: Click Add Vendor to add a new vendor. To modify an existing vendor, click View/Edit. To delete the vendor click the Delete button.

View/Edit: Will allow you to add address information once saved.