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Receiving Inventory (Warehouse Execution)

What this does​

Receiving inventory is the process where inbound inventory orders are finalized at the warehouse.

During receiving:

  • Actual quantities are confirmed
  • Inventory is assigned to locations and LPNs
  • Billing charges may be applied
  • Inventory state is finalized
  • Operational records are created

Receiving establishes the source of truth for inventory entering the system.

⚠️ Actions taken during receiving are operationally and financially significant. Many changes made here are not reversible after completion.


When this process occurs​

This process begins after an inventory order has been created and inventory has physically arrived at the warehouse.

Receiving applies to:

  • Planned inventory orders
  • Blind inventory orders

The receiving interface is where expected inventory becomes recorded inventory.


Receiving order overview​

Each receiving session is tied to a receiving order.

A receiving order:

  • Has a unique order number
  • Is associated with a single customer and warehouse
  • Contains expected inventory details
  • Tracks received quantities and outcomes

The receiving order remains open until receiving is completed.


Confirming received quantities​

During receiving, warehouse users record the actual quantities received.

Key behaviors:

  • Received quantities may differ from expected quantities
  • Partial receipts are supported
  • Multiple receiving rows may be used for the same SKU
  • Final received quantities determine inventory availability

Once receiving is completed, quantities are locked and reflected across inventory views.


Assigning locations and LPNs​

Received inventory must be assigned to:

  • A warehouse location
  • Optionally, an LPN (License Plate Number)

LPNs:

  • Represent grouped inventory units
  • Support tracking, movement, and labeling
  • Can be generated during receiving
  • May be associated with tags for searchability

Location and LPN assignments determine how inventory is stored and referenced operationally.


Tags and searchability​

Tags may be applied to LPNs during receiving.

Tags:

  • Improve search and filtering
  • Support operational identification
  • Do not change inventory ownership or quantity

Tags are optional but recommended for environments with high inventory volume.


Billing and additional charges​

Receiving may involve billing-related actions.

During receiving:

  • Additional charges may be reviewed or applied
  • Charges may be quantity-based or fixed
  • Billing confirmation may occur before completion

Billing behavior depends on customer configuration and warehouse pricing rules.

⚠️ Billing actions taken during receiving may affect invoicing and customer charges.


Messaging and documentation​

Receiving orders include communication and documentation tools.

These allow warehouse users to:

  • Send messages to customers
  • Record notes or instructions
  • Attach supporting documentation
  • Maintain an audit trail for the order

Messages and documents become part of the receiving record.


Printing and operational outputs​

During receiving, warehouse users may generate operational artifacts such as:

  • LPN labels
  • Inbound labels
  • Inventory tags
  • Warehouse receipts

Printed outputs support physical handling, identification, and documentation.


Mobile receiving​

The receiving interface is available on mobile and scanner devices.

Mobile receiving supports:

  • Quantity confirmation
  • Location assignment
  • LPN creation
  • Messaging and documentation

This allows receiving to be performed directly on the warehouse floor without returning to a desktop workstation.


Completing receiving​

Once all inventory has been processed:

  • Receiving is marked as complete
  • Inventory state is finalized
  • Inventory becomes available based on receiving outcomes
  • The receiving order is closed

After completion:

  • Quantities cannot be edited
  • Locations and LPN assignments are locked
  • Billing outcomes are finalized

Common receiving issues​

  • Receiving incorrect quantities
  • Assigning inventory to the wrong location
  • Applying incorrect billing charges
  • Completing receiving before all inventory is processed

Care should be taken to review all details before completing receiving.