41 lines
1.6 KiB
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41 lines
1.6 KiB
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Overview
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Receiving happens when an order is delivered to the retailer after
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being shipped from the vendor. In most cases an invoice will
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accompany the order. Depending on the retailer, in some cases the
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purchase order will already exist, e.g. in Rattail or the POS system.
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Rattail considers the primary concerns for this phase to be:
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* update inventory counts
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* (optional) record costs from invoice
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* (optional) request credits from vendor
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* (optional) detect/highlight other anomalies
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Note that recording costs is "optional" mostly because that can be
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handled in a separate third phase; see
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:doc:`/features/purchasing/accounting/index`. Vendor credits are not
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always applicable but often will be. Anomalies refers to anything you
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want it to, e.g. if a product cost has increased too much.
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Receiving is done via batch. The user creates a batch via one of the
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supported workflows:
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* From Scratch - aka. just start scanning items
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* From Invoice - upload invoice file, then scan "against" it
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* From Purchase Order - choose existing PO, then scan against it
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* From Purchase Order, with Invoice - choose PO *and* upload invoice
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file, scan against it
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We say "scan" above, as it is possible to do these tasks with a mobile
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phone and bluetooth scanner. But paper-based receiving is also a
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supported method; in this case after paper check-in has been
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completed, user would "auto-update" all line items to be "received"
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and then *undo* that for any exceptions (credits).
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The user then will review the batch, add/modify line items as
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appropriate. Once satisfied that all data is correct, batch is
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executed, which typically will update the master purchase record etc.
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