How to Perform Partial Receipts in Luminous

Partial receipts allow you to accurately track inventory when items from a purchase order (PO) arrive gradually in your warehouse. Luminous provides multiple ways to handle this process, ensuring your inventory remains accurate. Here's how to manage partial receipts step by step.

‍

Method 1: Using the Receiving Page

1. Navigate to the Receiving Page:
   • Go to the Receiving tab in Luminous.
   • Here, you can view all historical receiving reports.
2. Create a Receiving Report:
   • Click Create Receiving Report.
   • Fill out the necessary details, such as:
     • Received Date
     • Tracking Number (optional)
     • Received By
     • Time or Bay Location (optional)
3. Search for the Purchase Order or Shipment:
   • Use the search bar to locate your PO by:
     • Purchase Order Number (e.g., "PO 261")
     • Shipment Reference Number
     • Supplier (use filters if needed).
4. Select Items to Receive:
   • View all outstanding inventory for the selected PO.
   • Set the warehouse and location for the received items (e.g., Main Warehouse, Receiving location).
   • Enter the quantity received for each item:
     • Example:
       • Product A: Received 30 units.
       • Product B: Received 10 units (if not all have arrived).
5. Add Additional Costs (Optional):
   • Add any extra costs (e.g., shipping, tariffs, or other charges) to the receiving report.
6. Submit the Report:
   • Click Submit to update the quantities in your on-hand inventory.
   • On the Purchase Orders page, the Total Received column updates to show how much of the PO has been received so far.

Method 2: Using the Purchase Orders Page

‍

1. Access the Purchase Orders Page:
   • Go to the Purchase Orders tab in Luminous.
2. Use the Line Items Tab:
   • Click on the Line Items tab to view all items across different POs.
   • Use filters to narrow down the results, such as filtering by PO number (e.g., "PO 269").
3. Bulk Select Items to Receive:
   • Select the products you wish to receive.
   • Click Add to Receiving to move them to the receiving process.
4. Adjust Quantities:
   • Update the quantities received for each product as needed.

Key Benefits

• Accurate Inventory Tracking: Quantities received are instantly reflected in your on-hand inventory.
• Flexibility: Receive items in bulk, across multiple POs, or incrementally as they arrive.

Key Takeaways

• Partial receipts let you receive only what has actually arrived, so on-hand inventory always matches what's on your shelves.
• Create a receiving report from the Receiving page and search by PO number, shipment reference number or supplier.
• Enter the quantity that arrived for each line. Anything not yet received stays open on the PO.
• You can add extra costs such as shipping or tariffs to the units you're receiving.
• The Line Items tab on the Purchase Orders page lets you bulk select lines, including across multiple POs, and add them to receiving.

Example: A PO That Arrives in Two Shipments

You order 50 units of Product A and 50 units of Product B on one PO. The first delivery brings 30 of Product A and 10 of Product B.

1. Create a receiving report, search for the PO, and enter 30 for Product A and 10 for Product B.
2. Add any freight or tariff costs that came with this delivery, then submit.
3. On-hand inventory goes up by 40 units, and the PO's Total Received column shows what's been received out of the total.
4. When the rest arrives, create another receiving report for the same PO and enter the remaining 20 of Product A and 40 of Product B.

At every point, your inventory and your open PO quantities reflect what has really arrived.

Common Questions

What happens to the units that haven't arrived? They stay outstanding on the purchase order. When you search for the PO on your next receiving report, you'll see what's still left to receive.

Can I receive items from more than one PO at once? Yes. Use the Line Items tab on the Purchase Orders page to select lines across POs and add them to receiving.

How do partial receipts affect costs? Landed cost is recognized when inventory is received, so each receiving report can create its own cost layer. See How to Add Costs Upon Receiving in Luminous and How Receiving and Inventory Adjustments Affect Cost Layers in Luminous.

With these two methods, you can efficiently handle partial receipts and maintain accurate inventory records in Luminous.