Receiving

Document Version	v.5
Document Last Updated	2/10/23
Software Version Documented	v.9.8.39

Receiving Process Summary

The general framework of the receiving process in Savance Enterprise can be reviewed in this section. Specific scenarios that you will encounter during these processes are outlined in the “Receiving Scenarios” topic below.

Open Warehouse Manager -> Receiving -> Receivers or select Receiving -> Receivers
Search for the open receiver by the PO number on the packaging list that came with the shipment you are receiving
Double click the PO to open the receiver. The screen will look like this.
“Fill All Items” -> “Receive All Items”
Post receiver to “Received”
Accept Held for B/O prompt if applicable. This is discussed in detail in the “Receiving Scenarios” section below.
A putaway report will print at this time showing you the quantity, item # and putaway location for all the items that you have received
At this point, the items will be moved in the software into your warehouse into the default receiving bin location or held for backorders bin until you put the items away
Physically put all the items away in their proper warehouse locations
Come back to the software and find the receiver/order you were working on
“Fill All Items” -> “PutAway All Items”
Post receiver to “PutAway”
Receiving is now complete

Receiving Scenarios

Not all Items On Receiver are Received

If you receive a shipment from a manufacturer where only some of the material on the Purchase Order was delivered, you will bypass the “Fill All Items” -> “Receive All Items” -> “Fill All Items” -> “PutAway All Items” step that is described in the Receiving Process Summary above. Instead, you will manually enter the quantity and of each line item received. All other steps will remain the same.

Open Warehouse Manager -> Receiving -> Receivers or select Receiving -> Receivers
Search for the open receiver by the PO number on the packaging list that came with the shipment you are receiving
Click the PO to open the receiver. The screen will look like this.
Since the manufacturer only shipped some of the items, manually input the amount received in the “Qty Received” column for each line item
Post Receiver to “Received”
Accept Held for B/O prompt if applicable. This is discussed in detail in the “Receiving Scenarios” section below.
At this point, the items will be moved in the software into your warehouse into the default receiving bin location or held for backorders bin until you put the items away
A putaway report will print at this time showing you the quantity, item # and putaway location for all the items that you have received
Physically put all the items away in their proper warehouse locations
Come back to the software and find the receiver/order you were working on
Manually enter the quantity of items you physically put away in the “Qty Put Away” column
Post receiver to “PutAway”
Receiving is now complete

Some or all Items Received are Back Ordered Items

If you receive items on a receiver that are allocated to a sales order (they are back-ordered items), we have a special process to warn you that you will not need to put those items away. The rest of the basic receiving process remains the same. See below for details.

Open Warehouse Manager -> Receiving -> Receivers or select Receiving -> Receivers
Search for the open receiver by the PO number on the packaging list that came with the shipment you are receiving
Click the PO to open the receiver. The screen will look like this.
Since the manufacturer only shipped some of the items, manually input the amount received in the “Qty Received” column for each line item
Post Receiver to “Received”
Accept Held for B/O prompt if applicable. It will show you the items that should be held for backorders, the order the items are allocated for and will allow you to chose a different receiving bin for those items if necessary
At this point, the items will be moved in the software into your warehouse into the default receiving bin location or held for backorders bin until you put the items away
A putaway report will print at this time showing you the quantity, item # and putaway location for all the items that you have received. The items held for backorder will appear on the putaway report but it will indicate that they are to be held for backorder.
Physically put all the items away in their proper warehouse locations
Come back to the software and find the receiver/order you were working on
Manually enter the quantity of items you physically put away in the “Qty Put Away” column
Post receiver to “PutAway”
Receiving is now complete

Some Items Are Broken

If you receive clearly broken items we have a way to handle them so that they aren’t received into stock, but the software does recognize they are in your warehouse. The only change in the base receiving process will be to mark the quantity of items broken in the “Qty Broken” column instead of the “Qty Received” Column.

Open Warehouse Manager -> Receiving -> Receivers or select Receiving -> Receivers
Search for the open receiver by the PO number on the packaging list that came with the shipment you are receiving
Click the PO to open the receiver. The screen will look like this.
Since some items are broken and some are not, manually input the quantity of unbroken items in the “Qty Received” field and manually enter the quantity of broken items in the “Qty Broken” field. For example, if you receive 4 Q0120AFI items as is the case in the example below and 2 are good while 2 are broken, you will put 2 in the “Qty Received” field and 2 in the “Qty Broken” field.
Post Receiver to “Received”
Accept Held for B/O prompt if applicable. This is discussed in detail in the “Some or all Items are Backordered Items” section above.
At this point, the items will be moved in the software into your warehouse into the default receiving bin location or held for backorders bin AND the “Suspect On Hand Bin” until you put the items away
Those items that are broken will remain in the ‘suspect on hand’ bin even after putting the items on this receiver away until someone resolves their status in the ‘suspect on hand’ queue. This will be discussed in a separate KB article.
A putaway report will print at this time showing you the quantity, item # and putaway location for all the items that you have received
Physically put all the items away in their proper warehouse locations
Come back to the software and find the receiver/order you were working on
Manually enter the quantity of items you physically put away in the “Qty Put Away” column
Post receiver to “PutAway”
Receiving is now complete

Processing BackOrders

Once you have received a shipment from a manufacturer you can process backorders so that pick tickets will print for any orders that can be fulfilled with newly received items. Follow the steps below.

Inventory -> Warehouse Manager -> Shipping ->Process Backorders
The Process back-orders screen will appear. Click Search in upper right-hand corner
The screen will look like this.
Expand the “Action Create a Shipper” item by clicking the small arrow to the left of the checkbox. This will reveal all orders that a pick ticket will be generated for when you process.
Leave all selected, or uncheck any of the shippers that you don’t want a PT for
Click OK
A PT will print. The shipping process begins.