On the Main Menu, click Inventory.

Click Receiving.

Click the Receiving by Case tab.

Click New.

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 transaction.

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

No action is required. Store Manager automatically completes this field.

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 computer’s system date on which the Store Manager is running.

The Document Num 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. Type a number into the 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 Requiredin 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. 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 Num 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 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 Case Number field defines the unique number that identifies the case of items. Type a number into the field.

The Quantity field defines the number of cases you receive in your store. Type a number into the field.

The Shr/Ovr field defines the difference between the number of cases you actually received, and the number you expected. Type a number into the field. If the shipment was short cases, type a negative sign before the number.

The Receive All/None field is not available in the Receiving by Case window of the Store Manager.

The Designed Label field is not available in the Receiving by Case window of the Store Manager.

The Price Label field is not available in the Receiving by Case window of the Store Manager.

The Shelf Label field is not available in the Receiving by Case window of the Store Manager.

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 is not available in the Receiving by Case window of the Store Manager.

The Complete field completes the receiving by case 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 is not available in the Receiving by Case window of the Store Manager.

The Partial field accepts the items you have added to the receiving by case transaction, but does not complete the transaction. You can open the receiving transaction again and add additional items to it. For information about receiving a partial shipment, see Receiving a Partial Order. Click the button.

Click Save, and then click Exit.