On the Main Menu, click Inventory.

Click Receiving.

Click the Receiving Transactions tab.

Click New. A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor’s SKU.

Click either By PLU/X-Ref or By Vendor/SKU.

The Txn. Number field defines the unique number that identifies the inventory transaction. The inventory transaction number sequence is used for purchase orders, receiving transactions, transfers, and inventory count PLU lists. No action is required. Store Manager automatically completes this field with a number after you save the receiving transaction.

The Status field indicates the current status of the receiving transaction.

The Txn. Date field defines the date the inventory transaction is created. The transaction date does not need to be the same as the receive date. No action is required. Store Manager completes this field with the system date of the computer that the Store Manager is running on.

The Document Number field defines the unique number that identifies the receiving transaction. You can modify the document number if you click Modify PO/Doc Number in the Inventory Parameters Maintenance window. Store Manager automatically completes this field, but you can edit the information in it. Type a number into the field.

The Vendor field defines the vendor that supplies the items you are receiving. You must complete this drop-down list before you can add items to the receiving transaction. Click the drop-down list and select a vendor from the list.

The Receive Date field defines the date the items are received into your store. Store Manager automatically completes this field, but you can edit the information in it. Click the button beside the field to open the pop-up calendar window. Click a date and click OK. Alternatively, type a date into the field.

The P.O. Number field defines the unique number that identifies the purchase order this receiving transaction is based on. For information about converting an issued purchase order into a receiving transaction, see Converting Purchase Orders into Receiving Orders. No action is required. Store Manager automatically completes this field.

The Ship Type field defines how the items are shipped to your store. You must complete this drop-down list if you click Shipping Type Required in the Inventory Parameters Maintenance window. You can define the selection of ship types that appear in this drop-down list in the Code Table Maintenance window. For information about populating drop-down lists, see Maintaining Drop-Down Lists. Click the drop-down list and select a ship type from the list.

The Receiving Type field defines the type of receiving transaction you are creating. You must complete this drop-down list if you click Receiving Type Required in the Inventory Parameters Maintenance window. You can define the selection of receiving types that appear in this drop-down list in the Code Table Maintenance window. Click the drop-down list and select a receiving transaction type from the list.

The Discrepancy Number field defines a unique number that identifies a discrepancy between the quantity of items expected in the transaction and the quantity of items actually received. You must complete this field before you complete the transaction if you click Receive Discrepancy Number Required in the Inventory Parameters Maintenance window. Type a number, up to 17 characters long, into the field.

The Number of Cases field defines the number of cases of items shipped to your store. Type a number into the field.

The Total Inv. Cost field defines the total cost to the store of the items shipped to your store. Type a currency amount into the field.

The Note field defines any notes regarding the receiving transaction. Type an alphanumeric string, up to 40 characters long, into the field.

The Hash Qty field defines the total number of items that the store expects to receive. The actual quantity received must match the number you enter into this field if you click Receive Quantity Match Hash Quantity in the Inventory Parameters Maintenance window. Type a number into the field.

The Origin field indicates the origin of the receiving transfer (purchase order, electronic document, manual). No action is required. Store Manager automatically completes this field.

The PLU/XREF field defines the unique number that identifies the item you are receiving. Type a number into the field. If you click By PLU/Xref in the Select Display Type dialog box, you must enter the item’s PLU or cross reference number. If you want to use cross reference numbers only, you must click Xreference Only in the Inventory Parameters Maintenance window.

The Description field defines the item’s description. No action is required. Store Manager automatically completes this field.

The Expected Qty field defines the quantity of the item the store expects to receive. If the transaction is based on an issued purchase order, the number in this field is from the Extended Unit field in the Purchase Order window. No action is required. Store Manager automatically completes this field.

The Actual Qty field defines the quantity of the item the store actually receives. If you click Receive Discrepancy Number Required in the Inventory Parameters Maintenance window, and the number in the Exp. Qty field is not zero and does not match the quantity you actually receive, then you must type a number into the Discrepancy No. field in this window. Type a number into the field.

The Short/Over field defines the difference between the actual quantity of the item the store receives, and the expected quantity. If the number in this field is not zero, and if you click Receive Discrepancy Number Required in the Inventory Parameters Maintenance window, you must type a number into the Discrepancy No. field in this window. If you click Receive Reason Required in the Inventory Parameters Maintenance window, you must select a reason in the Reason drop-down list in this window. No action is required. Store Manager automatically completes this field.

The Reason field defines the reason the quantity of the item the store receives is different from the expected amount. If you click Receive Reason Required in the Inventory Parameters Maintenance window, you must complete this field whenever the values in the Exp. Qty and Act. Qty fields do not match. You can define the selection of reasons that appear in this drop-down list in the Code Table Maintenance window. Click the drop-down list and select a reason from the list.

The B/O field indicates whether the item is back ordered. Store Manager automatically completes this check box, but you can change the entry. Click the check box to change the entry. When the check box is checked, the item is back ordered.

The Received (T/D) field indicates the total quantity of the item received. No action is required. Store Manager automatically completes this field.

The Pkg. Qty. field defines the number of the item that is shipped in each case. For example, if the number 4 is in this field the item is shipped in cases of 4. No action is required. Store Manager automatically completes this field with the number in the Pack Factor field in the Vendor’s SKU Maintenance window. If you do not enter a number into the Pack Factor field, the Store Manager enters the number 1 into this field.

The Retail Price field defines the retail price for the item. You define the retail price in the Retail Price field in the PLU Page 1 tab of the PLU Maintenance window. No action is required. Store Manager automatically completes this field.

The Ext. Retail field defines the retail price for the number of the item you receive. The total price is based on the values in the Act.Qty and the Retail Price fields in this window. No action is required. Store Manager automatically completes this field.

The Cost field defines the cost to the store of the item you are receiving. The item’s cost is defined in the Cost field in the Vendor’s SKU Maintenance window, or the PLU Maintenance window. The total cost for the actual quantity of the item you receive is displayed in the Ext. Cost field in this window. No action is required. Store Manager automatically completes this field.

The Ext. Cost field represents the total cost of the items you are receiving. The total cost is based on the values in the Extended Unit and the Cost Price fields in this window. No action is required. Store Manager completes this field.

The Seq. field indicates the line that is highlighted in the receiving transaction. The information in the Pkg. Size, Retail Price, Ext. Retail, Cost Price, Ext. Cost, Sequence No., Labels Printed, and Ordering No. fields contain the information for the line that is highlighted in the receiving transaction. No action is required. Store Manager completes this field.

The Labels Count field indicates how many price stickers and shelf labels you have sent to queues for printing. You can send price stickers or shelf labels to a queue by clicking Price Label or Shelf Label in this window. No action is required. Store Manager automatically completes this field.

The Ordering Num. field contains a unique number that is used to track the item during order, receive, and transfer transactions. You define the order number in the Ordering No. field in the PLU Page 1 tab of the PLU Maintenance window. No action is required. Store Manager automatically completes this field.

The Designed Label field opens the Price Tag window. You can use the Price Tag window to design price stickers or shelf labels for the item. Click the button.

The Price Sticker field opens the Print Queue Selection window. You can use the Print Queue Selection window to create a price sticker queue that you can print. Click the button.

The Shelf Label field opens the Print Queue Selection window. You can use the Print Queue Selection window to create a shelf label queue that you can print. Click the button.

The Report field generates a Receiving report and displays it in the report window on your screen. For more information about the Receiving report, see Printing a Receiving Report. Click the button.

The Inventory Information field opens the Inventory Information window. The window contains information about the item in the line of the receiving transaction that you have highlighted. The item in the highlighted line must be inventory controlled. For more information about the Inventory Information window, see Viewing Inventory Information. Click the button.

The Complete field completes the receiving transaction. You cannot modify a receiving transaction after you complete it. The transaction’s status becomes complete. For information about completing a receiving transaction, see Completing a Receiving Transaction. Click the button.

The Void field voids the completed receiving transaction. You cannot void a transaction until you have completed it. For information about voiding a receiving transaction order, see Voiding a Receiving Transaction. Click the button.

The Details field opens a detail screen that contains information about the item in the line of the receiving transaction that you highlighted. The information in the detail window cannot be edited. Click the button.

The Partial field saves the items and information you added to the receiving transaction, but does not complete the transaction. You can open the receiving transaction again and add additional items to it. The Rcvd. TD field displays a total of the item received. For information about receiving a partial shipment, see Receiving a Partial Order. Click the button.

Click Save, and then click Exit.