Receiving & purchasing

Receive a delivery

Book stock in on Receiving — scan each item and enter how many arrived, or open the purchase order and mark what came in.

A step-by-step walkthrough with real screenshots · FoolProof POS for alcohol retail

Steps

  1. Open Receiving from the menu (under Inventory).
  2. No order? Choose the Receive tab, scan the barcode (or type the name) and pick the item.
  3. Type how many arrived in Quantity, pick Each or Cases under Units, then press Enter or click Receive.
  4. Have a purchase order? Choose the Orders tab and open it.
  5. Click Receive all if everything arrived, or type the real count for a line under Set actual and click Save.

Good to know

1. Receive without an order

On the Receive tab, scan or search for the item, enter how many arrived and whether that's single units or cases, then Receive. It goes straight onto the shelf count.

The Receive tab with an item picked, a quantity of 2, the Units picker and Receive.1234
  1. 1Scan a barcode or type a name.
  2. 2How many arrived.
  3. 3Each or Cases.
  4. 4Book it in.

2. Receive against a purchase order

Open the order from the Orders tab. Receive all marks every line as fully received. If a line came in short, type what actually arrived under Set actual and click Save on that line.

A placed purchase order with Receive all at the top and a Set actual box on each line.12
  1. 1Everything arrived — receive the whole order.
  2. 2Or set what really arrived for one line, then Save.

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