In this article:
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
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- Navigate to the Receiving Page:
- Go to the Receiving tab in Luminous.
- Here, you can view all historical receiving reports.
- 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)
- 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).
- Use the search bar to locate your PO by:
- Select Items to Receive:
- View all outstanding inventory for the selected PO.
- Update the location for the received items (e.g., Main Warehouse or 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).
- Example:
- Add Additional Costs (Optional):
- Add any extra costs (e.g., shipping, tariffs, or other charges) to the receiving report.
- Submit the Report:
- Click Submit to update the quantities in your on-hand inventory.
- Navigate to the Receiving Page:
Method 2: Using the Purchase Orders Page
- Access the Purchase Orders Page:
- Go to the Purchase Orders tab in Luminous.
- 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").
- Bulk Select Items to Receive:
- Select the products you wish to receive.
- Click Add to Receiving to move them to the receiving process.
- Adjust Quantities:
- Update the quantities received for each product as needed.
Key Benefits
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- 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.
With these two methods, you can efficiently handle partial receipts and maintain accurate inventory records in Luminous.
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