# Receive goods into storage

The full receiving journey — from the delivery at the door to every item in its storage location.

Source: https://support.toolingmetrics.com/en/purchasing/guides/receive-goods-into-storage/
Updated: 2026-10-29

**Prerequisites:** A confirmed Purchase Order for the incoming delivery. Stock rules exist for the ordered items if you want restock locations pre-filled — see Notes.

**Required permission:** Purchase → Purchase Receipts and Purchase → Purchase Restocks — User or above. Admins can validate any receipt or restock; Managers and Users only the ones they created.

A delivery passes through two documents on its way into storage. The **Purchase Receipt** records what actually arrived; the **Purchase Restock** then guides the put-away. This guide walks the whole journey; each step links to the detailed guide for that document.

## 1. check the delivery against the order

1. In the sidebar, click **Purchase → Purchase Receipts** and open the receipt for the delivery — or, if your organization doesn't auto-generate receipts, open the Purchase Order and click **New Receipt** first.
1. Count the physical delivery and adjust each line's **Quantity** to match. For serialized items, assign a serial number to each unit.
1. Click **Mark as Todo**, then **Validate**. On-hand inventory increases.

Details and partial-delivery handling: [Process a purchase receipt](https://support.toolingmetrics.com/en/purchasing/guides/process-purchase-receipt/).

## 2. put items away

1. In the sidebar, click **Purchase → Purchase Restocks** and open the restock for this receipt — or open **New Restock** from the Purchase Order if one wasn't created for you.
1. If the restock was auto-generated and stock rules exist for the items, each line's **To** location is already filled in — verify it. Otherwise, choose the storage location for each line yourself.
1. Bring the items to their locations and place them, then click **Mark as Todo** and **Validate**.

Details: [Process a purchase restock](https://support.toolingmetrics.com/en/purchasing/guides/process-purchase-restock/).

## 3. confirm the order is closed

1. Open the Purchase Order (**Purchase → Purchase Orders**). Once every line's Received and Restocked quantities both reach the ordered quantity, its status is Done automatically. A status of Active means some quantity is still outstanding — open a further Receipt or Restock from the order when the rest arrives.
1. Items are now available for pick lists and tool preparation, visible on the item's Locations tab.

## Notes

- Only an auto-generated restock pulls its target locations from stock rules — a manually opened restock always starts with blank locations regardless of whether a rule exists. Defining [stock rules](https://support.toolingmetrics.com/en/inventory/guides/create-stock-rules/) first makes automatic receiving repeatable and operator-independent.
- Both documents can be validated by different people — receiving at the dock and put-away in storage are often separate roles.
- To have the Receipt and Restock created for you automatically on Confirm, see [Configure automatic purchase receipts and restocks](https://support.toolingmetrics.com/en/purchasing/guides/configure-auto-receipt-restock/).