Material Receive

A Material Receive refers to the return of goods/materials back into inventory from a customer, typically after being issued through a Material Issue.

To access the Material Receive, go to: > Home > Application > Inventory > Operations > Material Receive

How can I get Benefit ?

• Track Received Materials: Maintain detailed logs of items received from customers with reference to earlier issued material.
• Accurate Stock Management: Automatically updates stock levels based on received quantities.
• Improved Audit Trails: Document number, customer info, reference number, and product details provide a strong audit trail.

Properties

Primary Properties

Property	Description
Document Date	Auto-filled with the current date
Document No	Auto-generated unique material receive number
Customer	Select the customer from the dropdown list
Reference No	Enter reference no if needed
Notes	Add any extra information in the field
MI Doc No.	You can enter Material Issue number

Status of a Material Receive

• Draft : This status indicates, that a material receive has been created and is yet to be Authorised.
• Authorised : This status indicates, that a material receive has been created and is Authorised.
• Cancelled : This indicates that your material receive has been cancelled.

Create New Material Receive

• Go to Material Receive and click Add New.

• Select the Customer from the dropdown or click + to add a new customer.
• Click View Customer Details to verify customer info.
• Click on Select Items from Material Receive(s) and Select rows by checkbox to import items to the main table.

• Click Ok to confirm.
• The selected items are listed in the main table.
• Double click on the row to modify Quantity if partial receive.
• Enter Reference No and Notes if required.
• Click on Save as Draft to keep editable.
• Click on Save & Authorise to authorise the receive entry.

Edit Material Receive

• Navigate to the Material Receive List.
• Select the desired entry and click on Edit.

• Update the necessary fields.
• Click Save as Draft or Save & Authorise to confirm changes.

info

Only Material Receive in Draft status can be edited.

Delete Material Receive

• Navigate to the Material Receive List.
• Select and open the preferred Material Receive in Edit mode.

• Click Cancel to delete the entry.

info

Only Material Receives in Draft status can be cancelled. Upon cancellation, inventory remains unchanged (as no stock was updated yet).

See Also

• Material Issue