Working day to day
Handling a delivery
From the delivery note to stock on the shelf, without losing the order it came from.
On this page
Match the paperwork first
Find the order the delivery belongs to before touching the stock. Inventory gives every order a reference such as PO-2026-09-13, and it appears on the printed sheet, in the order card, and on the history entry for every line received against it.
Check the delivery note against the order: the products, the quantities, and the prices. A discrepancy is much easier to raise while the driver is still there than a week later from an unexplained stock count.
Receive against the order, not around it
Open Reorder, find the order under On order, and choose Receive. Every line still due is listed with the outstanding amount already filled in, so a delivery that arrived complete is two taps. Change any line that arrived short or over, and change the cost where the price was not what you agreed.
Each line lands as an ordinary receipt at the product’s usual location, noted with the order reference, and folds its cost into the product’s average. Lines still short keep the order open as Partial, and the remaining units go on counting as incoming, which keeps the reorder list from asking you to buy them again.
Receiving the stock some other way, through the plain stock dialog, works, but leaves the order still owing the units. Reorder will then believe more is coming than really is.
Short, over, and never coming
Say you ordered ten cases and seven arrived. Receive seven; the order becomes Partial with three still due. When the rest turns up, receive against the same order again.
If the supplier is not going to send the rest, Close short marks the order finished with the shortfall recorded as undelivered. What arrived stays received, nothing is invented, and the products go back onto the reorder list because they are genuinely no longer on their way. An order that nothing has arrived against can be cancelled instead, and its record is kept either way.
Put it away where the records say
Receiving puts stock at the product’s own location by default. If the delivery actually goes into a different room, choose that place while receiving, or record a move afterwards. A correct total in the wrong place still sends someone to the wrong shelf.
This is a good moment to fill in what was missing: a shelf code for the place it went, a minimum for the shelf it feeds, an expiry date for dated goods, and a label if nothing on the box scans. Each of those saves a search later.