Receive and close shipments

Before you start

Action	Permission
Receive	`inventory.receive` at the receiving location
Close with a shortage	`inventory.adjust` at the receiving location
Confirm delivery of a dispatch	`status.report` where the shipment goes

Receive a transfer

Open the shipment and click Receive. A returned shipment shows Receive back.
Set To storage area as the default, and optional Reference (up to 64) and Note (up to 1000).
To take everything, click Receive everything outstanding.
Or scan what arrived into Scan to tick lines. A serial number ticks that unit. A lot or item label adds one to its line.
Check each line. It shows the outstanding quantity, what was received earlier, and "entered of outstanding".
- Quantity: enter Quantity received, or click All N.
- Serial: use the checkboxes under Serial numbers, or Tick all and Clear.
- To change one line's area, open Change storage area.
Read the footer. For example "3 of 5 entered. Receiving books this in and keeps SHP in transit." or "Everything outstanding is entered. Receiving completes SHP."
Click Receive.

The page shows "Received · TX". A pending approval shows "Waiting for approval: Nothing has moved yet." Then use Receive more, Open approval, View in ledger, or All shipments.

Receive and close with a shortage

Use this when nothing more is coming.

On the receive page click Receive and close with a shortage.
Check the lines. The dialog "Receive and close SHP with a shortage?" lists "N short" lines.
Click Receive and close.

The rest is written off as lost in transit, and the shipment closes as Closed with shortage. Both ends get alerts. Your approval policy for write-offs can require a second approval first. A pending shortage blocks receiving until it is decided. If closing fails after the receipt posts, the page says "Received, but not closed". The receipt stays. Try closing again.

You can also close from the shipment page with Close with shortage, with an optional Note (optional) up to 1000 characters. It is disabled with "Nothing is outstanding." when nothing is.

Confirm delivery of a dispatch

Open the dispatch and click Confirm delivery. The title is "Confirm delivery of SHP".
For each line, Received is filled with the dispatched quantity. Change it only if less arrived. Short lines are noted.
Optional: set Arrived (optional) if it arrived before your last report. Add a note (up to 1000 characters).
Click Confirm delivery.

If something goes wrong

Message	Action
Nothing to receive here	The shipment is not in transit, is a dispatch, or you lack the permission.
SERIAL is already ticked.	Scan another.
"TEXT" is not outstanding on SHP.	Scan something on the shipment.
only QTY UNIT of SKU is outstanding on line N of SHP	Receive no more than is outstanding.
SERIAL is not on SHP or was already received	Check the serial.
SHP is STATUS; it can no longer be received or closed	The shipment is final.
SHP goes to a location without stock; the origin marks it delivered	Do not receive a dispatch.
A close with shortage is waiting for approval; receive it once that is decided.	Decide the approval first.
a shortage of LABEL is already waiting for approval	Wait for the decision.
your role does not allow writing off stock where this shipment arrives	You need `inventory.adjust` there.
Enter a number with up to 4 decimal places.	Fix the quantity.
Cannot be more than was dispatched.	Lower the quantity.
Cannot be in the future. / Cannot be before the dispatch.	Fix the arrival time.
only someone who reports status where this shipment goes can confirm its delivery	You need `status.report` there.