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Receiving Inventory

Once your purchased items get delivered to your warehouse you need to receive those items in order to update inventory records.

In Cashflow, there are 2 management methods for the Inventory in and out cycle: an Automatic and a Manual method.

In this how-to article, we assume you’re using the manual method. If you’re not, you can skip this article as you don’t need to record incoming inventory to update stock count in the automatic method.

To learn more on how to set the inventory method in your business, read the Automatic and Manual inventory management how-to.

Receiving Incoming Inventory

To record warehouse incoming inventory,

Receiving incoming inventory

To receive incoming inventory,

  1. On the main menu, click on Inventory and then Goods Receipts.
  2. In the Goods Receipts list, click on the (+) Button.
  3. In the Copy From dialog box, choose the Purchase Order to receive.
  4. Make sure you are received all items and that the quantities are correct.
  5. When done, click on Save.

Partial Deliveries: If you’re receiving a partial delivery you can record this by changing the received quantity for all the required items. You can later create a new goods receipt document for the remaining items when they are delivered to your warehouse.

Copy Goods Receipt to AP Invoice (Purchase)

To copy the contents of a goods receipt to purchase document,

Copy to purchase document

To copy a goods receipt to purchase document,

  1. In the Goods Receipts list,
  2. Click on the Goods Receipt’s Action Menu, then Copy to Expense / Purchase.
  3. On the dialog box that appears, click on Yes to open the new purchase document.
  4. Make any change if necessary.
  5. When done, click on Save.

Note: The option to copy to a purchase (AP Invoice) is only available if you have been given permission to access the Purchase / Expense modules.