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.

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.

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

Both accepting and rejecting can be undone, from the receive screen.

1. Open the purchase order and click Receive inventory.
2. Open the received quantity on the line to see its receipts.
3. Choose Unreceive accepted to reverse accepted units, or Undo rejection to reverse rejected ones.
4. Pick which receipt to reverse, and how many units.

Each link only appears when there is something to reverse. A line with no rejected units has no Undo rejection, and a line with nothing accepted has no Unreceive accepted - so if a link is missing, that line has nothing of that kind to undo.

Two things worth knowing before you start:

• It works one line at a time. If several lines were received by mistake, each is reversed separately.
• 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