Receive Inventory

Use the Receive Inventory feature in ChargeTracker to quickly record item receivings.  

To Receive Inventory

1. From the Item Information window, under Common Tasks, click Receive Inventory.
2. All receivings are logged into the Central Supply stockroom location.  Therefore, Central Supply is pre-selected in the Received To drop down list.
3. Choose the appropriate vendor from the Vendor drop down list.  This is the vendor that supplied the item.  Please note that only items with a cost set up for the vendor chosen will be displayed on the screen.
4. For each item received, enter the quantity received in unit of purchase (UOP) or unit of issue (UOI) in the Receive column.
5. After entering all receivings for the selected vendor, click the Create Receive Records button.

6. Receivings records will be created for all receivings entered.  These receivings records can be viewed on the Inventory Control Tab in Item Information.  The item information can also be quickly accessed by clicking the item description. The item’s information will pop up allowing staff to view or edit information based on their security setting.

Save for Later - If quantities have been entered but you are not yet ready to click Create Receive Records for the items, click the Save for Later button in order save your entries on this screen until you are ready to create the receive records.

Note:  The page will automatically save your entries every few seconds.  If you leave the screen without posting the records, you will be asked if you would like to reuse the entries the next time you return to this screen.