About Receiving Inventory Items

Acts of receiving inventory items (hereafter Acts of receiving) allow you to turn newly received inventory items on charge and document this operation. The Acts of receiving include the following information: 

  • stock list of received items;
  • vendor name;
  • purchase prices for each received item;
  • locations for delivering inventory items.

After applying an Act of receiving, Bleu updates the stock balance for received inventory items, and adds new lot of items. If the item purchase price differs from previous price, Bleu changes the average purchase price for that item. This average price determines the prime price of this inventory item in recipes.

This topic helps you create new Act of receiving.

Create New Act of Receiving

To create new Act of receiving

  1. In the left pane of the Back Office Management console, click the Documents node, and then click Journal.
    This opens Journal of documents.
  2. On the upper menu bar, click Receiving.
    This opens the New Receiving Act form similar to the following screen:
  3. Complete this form, and then click Save (to save this Act without applying changes) or Save and Apply (to save this Act and apply changes).

Elements of the New Receiving Act Form

This form defines the following elements:

  • Add New Item:  adds new item to the stock list and lets you specify the general properties of newly added item.  For more indormation, see Managing Inventory Items.
  • Way-bill number: specifies the way-bill number.
  • Vendor: lets you select a vendor from the list of registered vendors.
  • Location: lets you select a unique location for delivering all received inventory items.
    NOTE: This element is available only if you left the All to one location check box cleared.
  • All to one location: select this checkbox to deliver all items to one location; otherwise, specify locations for each item of this lot.
  • Add a New Item: select this checkbox to add the inventory item as a new menu item.
  • Import: click to fill in this New Receiving Act form with data from an XLSX file you can select.
    TIP: To download the XLSX file template, click Download XLSX template.

In the Act of Receiving, each inventory item has the following fields:

  • Item Name*: specifies the item name.
    You can select an existing item from the stock list (start typing the item name) or add a new item.
  • Category*: specifies a category to which the inventory item belongs.
    Note that the category should be created before adding the inventory item (for more information, see Categories of Inventory Items).
  • UPC (universal product code): specifies the item UPC.
  • SKU (stock keeping unit): specifies the item SKU.
  • UOM*: specifies a unit of measurement for this inventory item (such as, kg, pcs, etc.)
  • Purchase Price*: specifies the purchase price per a unit of item.
  • Qty*: specifies an amount of item (in UOM).
  • Expiration Date: specifies the expiration date for this item.
  • Total: displays the total price of this lot.

NOTE: Mandatory fields are marked with asterisk (*).

See Also