Receiving inventory on a purchase order

Receiving records what actually turned up against a purchase order, and adds the accepted units to your Shopify stock. You can receive in as many batches as the delivery arrives in.

Receive a delivery

1. Open the purchase order and click Receive inventory. That opens the Receive items screen.
2. Enter what arrived against each line.
3. Save the receipt.

Receive inventory appears once an order is marked Ordered. A draft has nothing to receive against yet.

Accepted units are added to your available stock at the purchase order's receive location. The progress bar tracks Accepted, Rejected and Unreceived so you can see what is still outstanding, and flags anything over-received.

Accept and Reject are different columns

Use Reject for units that arrived damaged, short, or wrong. Use Accept for everything you are keeping. If your stock did not go up after receiving, entering units under Reject by mistake is the first thing to check.

Both are reversible - see below.

Receive in batches

A delivery that arrives in parts does not need anything special. Receive what turned up, save, and come back when the rest arrives. The purchase order stays Partially received and the progress climbs each time until everything is accounted for.

Each save creates a receipt, and they are listed on the receive screen so you can see the delivery history at a glance.

Receiving more than you ordered

You can, and Stockie will not stop you. Suppliers over-ship, and the count on your shelf is the one that matters.

It does check first. Before saving, Confirm over-received units lists the lines that now hold more than was ordered, with the received and ordered figures side by side, so you can continue or go back and fix a typo.

A much larger overshoot gets a sharper warning, Confirm large receive quantities, which asks whether a barcode was accidentally scanned into the Accept field. That is usually exactly what has happened.

Over-received units stay visible afterwards, on the progress bar and on your purchase order list, where you can also filter for orders that have them.

Scanning

Rather than typing quantities, you can scan items in using the Scan or search to receive field at the top of the screen. Each scan adds one to the matching line.

Scanning needs a barcode scanner attached to a computer or laptop. See scanning items in when you receive for what works.

Fixing a mistake

Anything you have received can be reversed, from the receive screen. There are two ways, depending on how much you are undoing.

Reversing a whole receipt

If a whole delivery was entered by mistake, this is the quicker route.

The Receipts card at the bottom of the receive screen lists every receipt on the order, with the date and how many units it holds. Each one carries a badge showing what is still reversible:

• All 40 units reversible - untouched since it was saved
• 12 of 40 reversible - some units have already been reversed
• Fully unreceived - nothing left to undo

Choose Unreceive receipt and Stockie reverses everything still reversible on it, across every line at once. You can add a note explaining why.

The unit count links through to your receipts report if you want to see exactly which products were in it before deciding.

Reversing part of a line

For a single product, or part of one:

1. Open the received quantity on the line.
2. Choose Unreceive.
3. Pick which receipt to reverse against, and how many units.

The one link covers both kinds of unit. If the line has accepted and rejected units, you get a field for each - Accepted units to unreceive and Rejected units to unreceive - and you can reverse either or both in one go. A note is optional here too.

Unreceive only appears when there is something to reverse, so if a line has neither accepted nor rejected units, no link shows.

Two things worth knowing:

• Unreceiving does not erase the receipt history. Once a line has been received, even back to zero, it keeps its record and can no longer be removed from the purchase order. That is deliberate - the receipt is part of the order's history.
• A closed purchase order cannot be unreceived. Reopen it first, then reverse the receipt.

When receiving does not change your Shopify stock

Receiving writes to Shopify in most setups, but not all:

• If your store is set to track orders only, receiving records the delivery in Stockie and leaves Shopify untouched. The receive screen tells you when this is the case. See how purchase orders update Shopify inventory
• If this order's Sync inventory to Shopify checkbox is unticked, that order alone leaves Shopify untouched. Not every store has that control, but where it exists it is set per order
• If the order has no receive location, there is nowhere to put the stock and nothing is written
• Rejected units never become available stock. They do come off incoming, because you are no longer expecting them
• Stock is added at the purchase order's receive location, which is not always the address the supplier shipped to