Receive parts - ION Manual

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To start receiving, click Receive on an ordered PO. The receiving page opens with that PO’s lines and a queue of the other receivable POs. For how receipts relate to PO status and inventory, see Overview.

The receiving workspace with a purchase order selected: the receiving queue, the Receiving location control, and each line's progress.

Receive against a purchase order

  1. Open a purchase order in Ordered status and click Receive.
  2. Optional: set the Receiving location at the top of the PO to put every line away in the same place. You can override it on an individual line.
  3. Open a line and, for each unit, specify the following:
    • Serial number, if the part is serial tracked.
    • Lot number, if the part is lot tracked.
    • Location, unless the receiving location already applies.
  4. Confirm the line, then click Finalize to create the receipt.

As lines are received, the PO status advances automatically to Partially Received while some lines remain, and to Received once all lines are received or canceled.

Flag a problem while receiving

If a unit arrives damaged or non-conforming, click Report on that unit to open an issue against it. The unit then shows the linked issue. See Create an issue.

Add attachments and receipt details

Before finalizing, you can attach files to the receipt, such as a packing slip or a certificate, and fill in any receipt custom attributes your org defines. Both sit below the PO’s lines.

Create one receipt per delivery. A PO that arrives in three shipments gets three receipts, and a single shipment that covers two POs gets two receipts, one per PO.

Receive non-part purchases

You can also receive purchases that have no part, such as services. The flow is the same, except the inventory fields (serial, lot, location) don’t appear, because there’s nothing physical to track. See Purchase types.

Find a receipt

To find a receipt for a PO, type the PO number in the search box on the Receipts page.

Edit a receipt after finalizing

A finalized receipt’s custom attributes and attachments stay editable on the Receipts page. The received serials, lots, and locations don’t change here.

  1. On the Receipts page, open the receipt.
  2. To change a value, edit the receipt custom attributes in the receipt’s detail pane. To attach a file, use the attachments area in the same pane.
  3. To set the same attribute value on several receipts at once, select them on the Receipts page and click Change Attributes.

When your org defines custom attributes on parts inventory, those attributes show as columns on the receipt’s unit table, in both the By PO line and All units views. Edit a unit’s value inline in its column.