One Step Receiving

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

  

• 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” -> “PutAway All Items”

  

• Post receiver to “PutAway”

  

• A putaway report will print at this time showing you the quantity, item # and putaway location for all the items that you have received

• Process Backorders (this is discussed in detail in a section below)

• Hold out any material that is allocated to backorders

• Physically put all items on the putaway report that are NOT for backorders in their proper warehouse locations

• 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

  

• 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.

  

• Since the manufacturer only shipped some of the items, manually input the amount received in the “Qty Received” column for each line item

  

• Manually enter the quantity of items you physically put away in the “Qty Put Away” column

  

• Post receiver to “PutAway”

  

• A putaway report will print at this time showing you the quantity, item # and putaway location for all the items that you have received

• Process Backorders (Discussed in detail in the last section of this document)

• Hold out any material that is allocated to backorders

• Physically put all the items left for stock away in their proper warehouse locations

• 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.

• Open Warehouse Manager -> 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.

  

• Since some items are broken and some are not, manually input the quantity of total received items in the “Qty Received” field and manually enter the quantity of broken items in the “Qty Broken” field. For example, if you receive 10 Q0120AFI items as is the case in the example below and 5 are good while 5 are broken, you will put 10 in the “Qty Received” field 5 in the “Qty Broken” field and 5 in the quantity put away field.

  

• Post Receiver to “Put Away”

  

• At this point, the good items will be moved in the software into their default bin location AND the broken material will be added to the “Suspect On Hand Bin” to be handled later (handled in 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

• Process Backorders

• Hold out any good material that is allocated to backorders

• Physically put all the remaining good items away in their proper warehouse locations

• 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 -> Process Backorders

  

• The Process back-orders screen will appear. Click Search in the 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

• PT will print. The shipping process begins.

This concludes the Receiving Process Document