When you receive inventory from a purchase, add it to your site to keep track of it. Once you mark the purchased inventory as approved, you can work with it to perform actions such as adding it to a batch or creating lots.
Note*: To receive supplies (such as gloves, nutrients, etc.) see Supplies.*
Go to Warehouse > Received Inventory. The page displays a list of received inventory, both approved and unapproved.
Next, click Receive Inventory. A modal appears with fields to be filled out. Click SUBMIT at the bottom of the modal to create the inventory receipt and add the inventory to your site.
Item Information
| Field | Description |
| Variety | The variety (including the strain) of the product. The list is populated with varieties added to your site. |
| Product Type | This controls what entities this inventory can be assigned or added to: - SKUs: If a SKU's "unit" matches what you select here, you'll be able to assign to that SKU any lot items that directly come from this inventory. - Batches: If you want to add the received inventory to an existing batch, the inventory's product type has to match that of the inventory already in the batch. |
| Package Type | Packaged or unpackaged. Lot items derived from this inventory can only be assigned to SKUs whose "type" matches this. |
| Scale | Optional. Only appears for relevant product types. The scale used to weigh the inventory. |
| Quantity | Only appears for packaged inventory. The number of units of received inventory. |
| Seeds Per Package | Only appears for seeds. |
| Net Weight Received | Only appears for seeds. The weight of the seeds received without the packaging. |
| Unit Net Weight | Only appears for oil and extracts. The weight per unit, in grams. |
| Unit Volume | Only appears for oil types. The volume per unit, in milliliters. |
| Total Cost | The total cost. |
| Receipt Date | The date the inventory was received. |
Account
| Field | Description |
| Account (Select Account) | Click the button to specify the supplier. The list is populated with CRM Accounts whose account type is "supplier". |
| Source Lot Number | For your reference but required. |
| Purchase Order # | For your reference but required. |
Move to Room
Specify which room the received inventory is to be stored in.
Inspection
Specify for your records the condition of the received inventory.
Documents
You can optionally upload an inventory receipt or any other documents you want to associate with the purchase order/received inventory. You can view the documents when you work with the received inventory (see below).
Signatures
Specify the users who weighed and checked the inventory.
If you leave the Approved By field blank, the purchase order will be marked as unapproved once created. You can approve it later by working with it.
Working with Received Inventory
Once inventory is received and approved, you can work with it to perform actions such as adding it to a batch or creating lots.