Receive Inventory using Warehouse Receipts
Floor provides the capability for you to receive inventory using warehouse receipts. Receipts can be created in the handheld via a Purchase Order (PO). Alternately, receipts can be processed from previously created warehouse receipts.
Considerations
Warehouse receipts are used for the PO receipt. One receipt is required per PO.
In the rare event that the truck includes multiple POs, each PO can be added to a single warehouse receipt document. Essentially, the warehouse receipt document represents the inbound truck.
Posting the warehouse receipt document updates all corresponding POs with the receipt quantities, and updates inventory on hand quantities fo the received items.
Receipt quantities can be entered in the receiving UOM for the item, or the purchased UOM, or any other UOM that is defined for the item. In all cases, the quantity received is converted to the base UOM for the item when inventory is updated.
All raw ingredients and food-contact surface packaging are lot tracked.
Prerequisites
If containers are used, the receiving UOM must match the UOM on the BOM line.
The delivery vehicle has arrived and has a valid PO number for delivery.
The PO must be released.
To receive inventory using warehouse receipts
From the Main Menu, choose Receiving.
The Receiving screen opens.
Perform one of the following steps:
In the PO No. field, enter the PO number that you are receiving against.
Choose PO Receiving, and then to view the list of released POs, choose Search.
Depending on whether a warehouse receipt was created, perform one of the following actions:
If the warehouse receipt was created, perform one of the following steps:
In the Wh. Rcpt. No. field, enter the warehouse receipt number.
Choose Whse. Receiving, and then to view the list of warehouse receipts, choose Search.
If the warehouse receipt was not created, perform the following steps:
On the Purchase Orders screen, select the desired PO.
To create a warehouse receipt, choose Receive.
The Warehouse Receipt Lines screen opens.
If populated, compare the Qty. to Receive value to the actual quantity received in the delivery.
For each item that is being received, perform the following steps:
Select the number in the Line No. column for the item that you want to receive.
The Whse. Receipt Entry screen opens.
Leave the No. of Pallets field blank.
The No. of Pallets field is for informational purposes only.
In the Add to Rcv. Qty field, perform one of the following actions:
If the Quantity to Receive field has the amount to receive, leave the Add to Rcv. Qty field blank.
If the Quantity to Receive field does not have a value, enter the amount to receive.
If the Quantity to Receive field has a default amount but the full quantity is not received, enter a negative value.
Verify that the value in the Bin Code field is correct.
The Bin Code field is automatically populated with the Receipt Bin Code that was assigned on the Location Card page in JustFood.
Leave the Lot No. field blank.
The Lot No. field is automatically populated when you choose Send.
In the Alt. Lot No. field, enter the lot number for the vendor.
If the Production Date field is available, enter the production date that is provided by the vendor for the incoming product.
If the Expiration Date field is available, enter the expiration date that is provided by the vendor for the incoming product.
Choose Send.
If lot tracking and a number series is established for this item, a lot number is auto-assigned.
The Print Label screen opens.
If printing labels, perform the following steps:
In the Printers field, select a printer.
In the No. of Labels field, enter the number of labels to print.
Choose Print
After printing is complete, the Whse. Receipt Entry screen reappears.
When all of the items have been received, return to the Whse. Receipt Entry page.
To post the entire receipt, choose Post.
A message is displayed that indicates the document was posted successfully.