Receiving materials at the warehouse or on site

Receiving is the step that moves an item out of Delivery and into the warehouse or onto the site. It is the most important step in the whole specification, and the one most often skipped.

How to receive

Open the item in the Delivery section and choose where it arrived.

To the warehouse — enter the quantity and choose the warehouse.
To site — enter the quantity.

If a delivery was split — part to site, part to storage — record it as two actions with different quantities. The item will sit in both sections.

Why to do it immediately

Delivery is a goods receipt sheet. While an item sits there, nobody has formally accepted the material.

More is lost between the merchant and the site than anywhere else. Goods never arrive, the wrong ones arrive, they get unloaded at the neighbouring job, they stay in the van. If receipt is recorded as the van is unloaded, the loss shows up at once and it is clear who to ask. If it is recorded a week later from memory, it does not.

Check before you confirm

By recording receipt you are confirming that the material is there and that it is the right one. Look at the quantity, the state of the packaging and the article number — especially for finishes, where batch and shade matter.

If the wrong thing arrived, record a return rather than a receipt.

Who can receive

Managers and workers. The item history records who accepted the delivery and when.

Next

Material movement: ordered, in transit, warehouse, site

Returns and replacements

Item history