How to Add a Goods Receipt for Items from Multiple Orders?

Team Procure Cloud offers a streamlined process for adding a single Goods Receipt for items sourced from multiple purchase orders. This functionality is designed to help you maintain accurate inventory records, ensuring that all received items are properly documented. This guide will walk you through the steps required to create a Goods Receipt for items from multiple orders, making your inventory management more efficient.

Steps to Add a Goods Receipt for Items from Multiple Orders

Navigate to the Goods Receipts Section

• Begin by accessing the Procurement section in Team Procure Cloud.
• Within the Procurement section, click on the Goods Receipts tab to open the Goods Receipts page.

Initiate a New Goods Receipt

• On the Goods Receipts page, locate and click the + Goods Receipt button.

This will open a new page where you can start the process of adding items to your Goods Receipt.

Add Items from Multiple Orders

• On the newly opened page, click the Add Item button.

• A sidebar will appear, displaying a list of all items that are currently ordered but have not yet been received.

• Browse through the list to locate the items you need to add to your Goods Receipt. Use the search function if necessary to quickly find specific items.
• Adjust the quantity for each item as needed. Note that you can specify the exact amount received, even if it differs from the ordered quantity.

• Click the Add button next to each item you wish to include in the Goods Receipt. Repeat this step for all items you want to add from different orders.

Review the Added Items

• After you have added all the necessary items, close the dialog sidebar.
• You will now see a list of all the added items along with their quantities on the main Goods Receipt page.

• Review this list carefully to ensure all details are accurate.

Fill Out Additional Details

• Complete any other required fields on the Goods Receipt form. This may include selecting the warehouse where the items will be stored, attaching relevant files (such as a delivery slip), and providing any additional information pertinent to the receipt.

• Once you have reviewed all the information and ensured its accuracy, click the Save button to finalize the Goods Receipt.

The system will now create a record of the received items, and these will be reflected in your inventory management system.

Important Notes

Partial Receipts: If you receive partial quantities from different orders, the system will keep track of the remaining items yet to be received, ensuring that your inventory records remain up-to-date.
Closed Status: Once all items from the associated purchase orders have been received and recorded, the respective purchase orders will automatically change to a Closed status. If only some items are received, the purchase orders and the remaining items will remain Open until all items are received.

Adding a Goods Receipt for items from multiple orders in Team Procure Cloud is a straightforward process that enhances your inventory management by accurately recording received goods. By following these steps, you can ensure that all received items are properly documented, regardless of how many different orders they come from. Should you have any questions or require further assistance, please refer to our other support articles or reach out to our support team for help.