How to Process Stock Receipts

Stock receipts refer to the process of receiving new merchandise or products into your inventory. This is a crucial step in tracking and managing inventory levels, ensuring your stock on hand reflects what’s physically in your venue.

This guide walks you through how to record stock receipts in the system.

Steps to Record a Stock Receipt

1. Go to:

   Stock > Stock Receipts

   
   

2. Click:

   + New Receipt

Add New Receipt Details

• Location:

  Select the location where the stock is being received (e.g., Main Warehouse, Melbourne Store).

• Supplier:

  Select the supplier from whom the products were purchased.

• Description:

  Add a short note or comment about the stock receipt (e.g., "Weekly delivery - includes promotional items"). Tip: Use this field to provide context for other team members (e.g., reason for order or special instructions).

Add Additional Charges (Optional)

If there are extra charges (like freight or handling fees), record them here:

• Charge Type — Select from your configured charge types.
• Description — Enter a note (e.g., "Freight charge").
• Amount — Enter the cost amount.
• Click the + icon to add multiple charges.

Add Stock Items

• Click:

  The + icon to add stock items to the receipt.

• Enter Stock Details:
  • Stock Item: Start typing the stock name or SKU — the popup will search your existing stock library.
  • Supplier SKU: Enter the supplier's SKU (optional).
  • Cost Each: Enter the unit cost.
  • Qty: Enter the quantity received.
  • Total: Auto-calculated based on quantity and cost.

• Use Scanner (Optional):

  Use a scanner with Auto Add selected to speed up entry by scanning barcodes directly.

Actions Button Menu

• Edit Details: Update the location, supplier, or description.
• Delete Receipt: Remove the receipt entirely.
• Complete: Finalize the receipt — stock levels will update only after you mark as complete.
• Close Button: Leave the stock receipt in progress (stock will not yet be added).

Reminder: Only click Complete when you’ve finished adding all items and charges. In-progress receipts do not affect inventory counts until completed.

Why Processing Stock Receipts Matters

• Keeps your stock on hand accurate across locations.
• Ensures costs are recorded correctly for reporting and recipe costing.
• Helps track supplier performance and order history.

Stock Receipts are also called:

• Goods Receipt (GR)
• Receiving Stock
• Stock In
• Inventory Receipt
• Purchase Receiving
• Stock Delivery
• Goods Received Note (GRN)
• Incoming Stock
• Stock Intake
• Inventory Receiving