Using the Receiving Import Tool

The Receiving Import tool will enable you to upload a large inventory receipt by item, include all the specifications you need, and tie the products to the contract grade pricing from your linked purchase order.  Another benefit to using this tool is that you won’t need to record every individual package with its’ expected specifications on the purchase order side, saving you time. Here’s a guide on how you would use this feature.

Navigate to Inventory > Receiving > Tasks > Import to open the tool. 

You’ll begin by filling in information on the fields to the right.  

1.Enter your Supplier, Received Date, UOM, and Receiving Warehouse.  

2.Your ship point will fill in with your Supplier INVOICE address, but you can adjust that as needed.  

4. Link your Purchase Order so you can pull in those contract grades and therefore your contracted pricing per item. 

5. You can use the Apply Budget Items button to apply the budget from the purchase order into the receiving worksheet.

Now we can enter information into the import tool.  Under the Serial column, you’ll add your serial numbers.

Enter your products by double clicking within the fields to reveal a drop down.  Select the correct contract grade from the drop down for the first set of products. Once you pull that contract grade into the correct amount of fields you can start entering the next contract grade the same way until you’ve added all your products.

Enter the net weight of the product into the Weight field.

Enter your UNITS for each item as 1.This is because you are entering each individual package of material.

Utilize any of the other columns to record additional attributes as needed: Condition, Comments, WH-Location, Type-Grade, Form, Color, Melt, Class, Gross, Tare.

You should be able to copy and paste this data right into the spreadsheet portion of the import tool.

Once you’ve finished entering your data select Import Data.  This will create a new Receiving worksheet that includes all this information.  You should only create one import per inventory receipt because the tool will only generate one Receiving worksheet per import.

Your Product/Grade pricing will map over from your purchase order. The only thing left to do on your Receiving worksheet is validate that the entered data is accurate, add any additional expenses into the Expenses field, and change the worksheet Status to INVOICED to make these products available in your inventory and generate your barcode labels.