Receiving reports #

We count every order twice.

1) Receiving — what showed up from your supplier
2) Pack‑out — what leaves our building

The receiving report is the record of that first count.

It answers one question: “What did you send us (and what did we actually receive)?”

Where to find it #

On the order page:

• Reports → Receiving report

If there’s a receiving issue, you’ll also see Action required and a quick link like Review receiving report. Read more about holds.

What you’ll see #

Typical sections:

• Short / wrong items (anything missing or incorrect)
• Overages (extras)
• Messages & events (the paper trail)

When you need to do something #

If the report shows Action required — Receiving discrepancy, we need a decision before the order can move forward.

Keep it simple:

• If items are short / wrong / damaged → you’ll choose between:

  • Send replacement blanks (you reorder with your supplier), or
  • Approve discrepancy & continue (we proceed with what arrived)

• If it’s only overages → you’ll use:

  • Acknowledge overage

What we need from you (so it doesn’t stall) #

When you make a receiving decision, have this info ready:

• Your supplier name
• Your supplier PO #
• If you’re reordering: the replacement PO # (not the original)

If the Fulfillment details (supplier/PO) shown on the order don’t match what you placed, call it out in the decision comment. That’s the fastest way to get everyone aligned.

Returns (when needed) #

If you want items returned to a supplier or forwarded somewhere else, include:

• a return label
• a one‑line instruction: “Return these to supplier” / “Ship these to us” / etc.

Messaging on the receiving report #

Receiving messaging is intentionally gated.

• Decision first.
  
• Then you can message (while the receiving hold is still open).

Reason: it keeps the thread clean and prevents “we’re talking, but nobody decided.”