Receiving Items in Stock
If you've created a Stock Location, you can now receive products to that location.
Once you've received the products from your Purchase Order in the real world, you can mark them Received within Stock. To do this:
1. Go to the Stock home page, or Stock > Items
2. Select "Receive Items"
3. Search for the PO, manufacturer, or project that the gear is for.
4. Select the corresponding PO to view a list of the items on that PO, then select those that you'd like to mark as 'Received'.
5. You will then be prompted to enter the item's location and quantity, and you can choose to track the item's serial numbers, or generate a QR code label.
Then you will see this item in your list of Received Items within Stock, and it will be marked 'Received' in the Purchasing tab of the corresponding project.
NOTE ABOUT SERIAL NUMBERS:
If you want the item(s) being tracked to have a serial number, you must enter the serial number when the item is added to Stock (i.e., when adding the item while in the "Populate Serial #s and Location" pop-up window, seen above). You cannot add a serial number to an item after it's been added to Stock.
TIP: If you know that the item(s) will eventually have a serial number, a good practice is to add something generic as a serial number. You can give all items the same generic serial number. Some users use the word "new" as a placeholder, while others use "0" as a placeholder--whatever works for you!
This way, when you are ready to add the actual serial number, you can edit the item in Stock and replace the generic placeholder with the real serial number.
We hope this helps - please let us know if you have any questions!