How to Receive Against an Order

This step-by-step guide describes how to receive pallets against a consignment order or purchase order transaction. This method is used when receiving inventory for non-Croptracker users. For receiving inventory from Croptracker users see How to Ship Against an Order and How to Create a Linked Transaction.

Step-by-step guide

From a Receiving Event

1. Create a consignment order or purchase order. See How to Create a Consignment Order and How to Create a Purchase Order for more information.
2. Create a receiving event. See How to Record Receiving for more information.
3. Below the receiving edit form is a table listing transactions that are connected to this event. Click the + Add Transaction button to add a new entry.
4. Select the Transaction you want to receive against. You can receive against more than one transaction per receiving event.
5. Enter a Reference Number, Appointment Date, Confirmation Number, Temp. Sensor Type and Temp. Sensor Reference No. if applicable.

From a Transaction

1. Create a consignment order or purchase order. See How to Create a Consignment Order and How to Create a Purchase Order for more information.
2. Click the Save & Receive button. This will automatically create a receiving event with the new transaction already linked and redirect you to it.
3. Enter a Reference Number, Appointment Date, Confirmation Number, Temp. Sensor Type and Temp. Sensor Reference No. if applicable.

Create Pallets Against Transaction

1. Check the checkbox next to the Transaction you want to receive pallets against.
2. With the transaction selected any pallets created in this receiving event will be received against the selected transaction. See How to Receive Pallets for more information.
3. Confirm the transaction is assigned to these pallets in the lane. The transaction will appear under pallets that will be received against the transaction. If the pallets do not display the correct transaction select the pallets and click the Edit Pallets (#) button to adjust the transaction.
4. Click the Print Receipt button to print the receipt for this load. Confirm the pallets were received with the correct transaction.

Related articles

• Page:
  How to Create a Sales Order
• Page:
  How to Create Transaction Line Items (Old)
• Page:
  How to Inspect Inventory in Receiving
• Page:
  How to Transfer Inventory on the App (deprecated)
• Page:
  Receiving Set Up