Receiving
Items received in LilyPad WMS are added to your system’s inventory right away.
The Receiving module is where users will receive incoming orders, such as purchase orders, into their inventory.
The Receiving module can be found under the Purchasing group on the LilyPad home screen.
Receiving an Order
When users open the module, they will see every receipt they’re expecting, marked To receive or Partial. Users can search or scan a receipt or PO number, then open it.
- Tap a line, or scan the item.
- Check the put-away location. Select the pencil to change it.
- Enter the quantity received, or scan each item to count it.
- Select Receive.
If a line is tracked, such as with lot numbers or expiration dates, users will enter that before receiving it. Once every line is received, the receipt is complete.
Partial and Pallet Receiving
Sometimes only part of an order arrives. To receive part of a line:
- Tap or scan the item, and enter only the quantity that arrived.
- Select Receive.
The line splits into what’s received and what’s still due. The rest stays open, so it can be received when it arrives.
To receive stock onto a pallet:
- Open the line and select the pallet button to turn on Pallet mode.
- Scan a pallet label, or select + to start a new pallet. The put-away location changes to the pallet.
- Scan or enter the quantity, then select Receive.
- When the pallet is full, select Mark built.
The pallet is built and ready to put away. See the Pallets page.
Scanning
- Scan a receipt or PO number to open it.
- Scan an item to receive it. Each scan counts one.
- Scan a pallet label to receive onto that pallet.
Receiving Settings
How receiving works can be adjusted in Settings. These apply to everyone in the warehouse. See the Settings page for more.
- Reference number: adds an optional Reference # field to the receive screen, saved to each received line.
- Over-receipt allowance: caps how far over the ordered quantity a line may be received. Leave blank for no limit, or enter 0 to block any over-receipt.