Quick Receiving: Receive Parts without a PO

Quick Receiving: Receive Parts without a PO

A Quick Receiving is a faster way to receive parts, without requiring a purchase order.  This tutorial provides a walkthrough of how to create a quick receiving in FleetSquared.
  1. To create a quick receiving, open the Parts menu and select Receive Parts.

  2. Click on the Quick Receiving link under the Things To Do list.

  3. Search for the name of the parts vendor, then click Select next to the vendor name.

    If the vendor does not already exist in your FleetSquared system, click the New Vendor link to add the new vendor on the fly.

  4. An Inventory Receiving screen will pop-up.  Here you need to add the list of parts that have been received.  Enter each part number, enter the quantity, then click Add.

  5. Once you are done adding the list of parts, you can edit the UOM (Unit of Measure), conversation factor (Conv) if you receive multiple parts in each package, and unit cost.  Cick the Receive Parts button at the bottom of the screen to continue.

  6. Entering an invoice number is optional.  Click Receive Parts to finalize the receiving and put the parts into inventory.

  7. An inventory receiving report will be printed on your screen and the parts have been added to your inventory!

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