Receive goods into storage

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.
2. Count the physical delivery and adjust each line’s Quantity to match. For serialized items, assign a serial number to each unit.
3. Click Mark as Todo, then Validate. On-hand inventory increases.

Details and partial-delivery handling: Process a 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.
2. 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.
3. Bring the items to their locations and place them, then click Mark as Todo and Validate.

Details: Process a 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.
2. 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 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.

Related articles

• Add a vendor
• Create a purchase order
• Create a purchase order in a foreign currency
• Process a purchase receipt
• Process a purchase restock