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Marking Items 'Received' with Stock
Marking Items 'Received' with Stock

For Stock users: How to receive items into your inventory with Purchase Orders

Christa Moody avatar
Written by Christa Moody
Updated over 2 weeks ago

Note that this article is for Stock users only. If you are not a stock user, please use this article instead.


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, select the items that you are receiving, and click 'Receive'.

5. Next, a new pop-up will appear in which you will (1) choose a Stock location where it is stored, (2) set the quantity you have on-hand, (3) optionally track serial numbers (you can also add serial numbers later), (4) print/download the item QR label (you can also get these QR labels later), and (5) click Submit.

Now, the item(s) will be included in your Item list within Stock, and will be marked 'Received' in the Purchasing tab of the corresponding project.



We hope this helps - please let us know if you have any questions!

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