If only part of your order has been delivered, you can mark a partial delivery. Here's how!
1. From the Requests module, select the Ordered status from the status navigation panel to view all items that are waiting to be received. Click Mark Received in the far right column.
2. Confirm if the item is being added to inventory. Options for adding to the Inventory:
- Do Not Add To Inventory - The request is received and no update is made to inventory.
- Create New Inventory Item - Create a new inventory item based on the request details.
- Update Existing Inventory Item - (this option is available when the request was added directly from the inventory) - Add to the current amount in stock and update the location, lot number, expiration date, and location fields.
Change the Qty Received to the amount you received. The Amount Adding To Stock is updated automatically.
3. If the request is linked to an inventory item, add the inventory item details.
Any Custom Inventory Fields for an inventory Type that have been marked as required will be displayed and need to be filled out when receiving an item. If updating an existing inventory item, the existing values will be shown with the ability to overwrite them.
If the inventory Type is Chemical or Chemical - Hazardous, the CAS # field will be shown as an optional field.
4. Click Save.
The amount received so far will be visible on the request in the Ordered tab, and the Mark Received button will remain active so you can indicate when the rest of the shipment arrives.
The amount received so far will also be visible in the item details panel in the Comments section.
5. When the remaining item(s) arrive, click the Mark Received button. The Qty Received will automatically reflect the quantity remaining.
Next Up: Learn how to request items from the Inventory
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