Purchase restocks

A Purchase Restock guides moving received items from the receiving dock into their storage locations. Depending on the organization’s Automatic Purchase preference, a restock is created automatically when its Purchase Order is confirmed — not when the receipt is validated — or you create one manually with New Restock from the Purchase Order.

Document fields

Field	Description
Number	Auto-generated identifier.
Purchase Order	The order this restock is linked to.
Restock To	The Warehouse Access Point where the put-away work happens.
Scheduled Date	Defaults to the PO’s Expected Arrival date.
Weight	Total weight of the restock’s lines; calculated, editable.
Status	See Status flow below.

Line fields

Field	Description
Item	The item being placed.
To	The destination storage location for this line.
UoM	Unit of measure for the line.
Ordered / Received	Quantities carried over from the PO line, for reference.
Restocked	Total already put away against this PO line before this restock, for reference.
Quantity to Restock	Amount to put away on this line.

Target location

How a location ends up on a line depends on how the restock was created:

• Created automatically by the Automatic Purchase preference: the destination is chosen from the item’s stock rules for a normal-condition storage location (or Refurbished/Unused, depending on the organization’s “strict restock” setting), splitting a line across multiple locations and access points if one rule’s Max Capacity can’t absorb the whole delivery.
• Created manually with New Restock: the destination is blank on every line — you pick the storage location yourself from the ones available at the restock’s Restock To access point. It is not pre-filled from a stock rule.

If you rely on stock rules for guided put-away, make sure the Automatic Purchase preference includes Purchase Restock — otherwise every manual restock requires selecting locations from scratch. See Stock Rules Reference.

Status flow

Status	Description
Draft	Being prepared. No inventory impact.
Waiting	Marked ready, but a line’s target location doesn’t currently have room to reserve the full quantity.
Ready	Every line is available to place.
Done	Validated. Items are recorded at their target locations and the PO’s Restocked total advances.
Cancelled	Discarded. No inventory impact.

The action buttons are Mark as Todo / Check Availability (both move toward Ready) and Validate (Ready → Done).

What validating a restock does

Adds each line’s quantity to the item’s on-hand stock at the destination location, and updates the linked PO line’s Restocked total. Once every line’s Received and Restocked both reach the ordered Quantity, the PO status advances to Done automatically — see Purchase Orders — Status Flow.

Related articles

• Purchase orders
• Purchase receipts
• Service orders
• Purchase returns