How To - Receive in Stock

How to receive in stock and receipt orders.

Step 1 of 16

Check the Order Against the Packing Slip

When the the order is dropped off, check that the the packing slip matches what has arrived.

Fix any discrepancies between the two before proceeding.

Step 2 of 16

View Purchases

Open Unleashed and navigate to 'Purchases' and then 'Purchase Orders' and then 'View Purchases'.

Another way that you can open the View Purchases page is by clicking on the 'Quick Actions' box and then selecting 'View Purchases'.

Step 3 of 16

Search Order Number

Copy the order number that is on the invoice and type it into the 'Order Number' search bar. Then click on the purchase order to open it.

Step 4 of 16

Add Supplier Reference

Add the supplier reference, which is the invoice number, into the 'Supplier Reference' box.

Step 5 of 16

Add Supplier Invoice Date

Add the date that is on the suppliers invoice in to the 'Supplier Invoice Date' box.

Step 6 of 16

Select Warehouse

Select the warehouse that you are completing the invoice for.

Step 7 of 16

Add Missing TSF

Add any missing TSF that may noy be on the unleashed purchase order.

The TSF quantity is per tyre.

Step 8 of 16

Check Packing Slip Against Order Lines

Compare the packing slip to the order lines.

Step 9 of 16

Fix Errors

Fix any pricing errors that unleashed might have defaulted to and any quantity errors from products not arriving.

Step 10 of 16

Check Totals

Check that the Unleashed total matches the invoice total.

Step 11 of 16

Attach Invoice

To attach the invoice, switch the Product Lines tab to the Attachments tab by clicking on 'Attachments'.

Then go the email with the attached invoice and click on the invoice and drag it down to your browser and then up into the drop box and release it.

Step 12 of 16

Receipt the Order

Receipt the order by clicking the green 'Receipt' button in the top left corner.

Step 13 of 16

Add Order Number

Start typing the order number in to the 'Order Number' box and select the correct order when it appears.

Step 14 of 16

Set Receipt Quantity

Set receipt quantity to 'Set All To Ordered Quantity'.

You can only do this is you are certain that the packing slip, invoice, and purchase order all match or have been correctly rectified. Otherwise you will need to receipt each product individually.

Step 15 of 16

Complete the Purchase Order

Once you have completed everything, click on the green 'Complete' button.

Step 16 of 16

Thank you for viewing these instructions on how to receive in stock. You should now have a greater understanding on this topic.