Managing Received Inventory

An Inventory listing records items delivered to a business, aiding in Inventory management. It includes details of received products, helping to track stock levels accurately. This listing is vital for Inventory control, ensuring the right items are received in the correct amounts.

Before you begin

  • Ensure that you understand your organization's inventory management system and its related procedures before using the Inventory dashboard to upload inventory-related data.
  • Ensure that you have a login provided to you that is assigned a role with administrator privileges. This role is required to access the Inventory dashboard.
  • Review Working with Available-To-Promise (ATP).

Procedure

To manage received Inventory listing:
  1. Log in to Commerce Lab
  2. Select Business Tools > Inventory Management. Select Inventory Dashboard from the tertiary menu to navigate to the Inventory Dashboard page.
  3. Under the Receive and Organize Inventory tab, you can manage the Received Inventory.
    The Received Inventory Listing page is displayed.
  4. Apply your changes to the Received Inventory.
    Receive and Organize InventoryInstruction
    Receive Inventory To create a new receive Inventory entry:
    Select Receive Inventory. Following pages are displayed:
    1. Purchase Order, Vendor & Product Details
    2. Quantity Details
    3. Delivery Details
    1. In the Purchase Order, Vendor & Product Details page, add the required details.
      1. Select an open or partially received Purchase Order (PO) from the dropdown.
        • Only POs with available header and line item details are displayed.
        • Closed, completed, or cancelled POs are not shown.
      2. Upon PO selection, the system auto-populates:
        • Select PO Number
        • PO Date
        • Vendor Name
        • Search item
          • If the selected PO contains multiple items:
            • Select the required item from the item dropdown.
            • The dropdown displays item ID and item description.
            • PO line items with status Completed or Cancelled are not displayed.
          • If the PO contains a single item, then the item is auto-selected.
        • Product Name
        • Ordered quantity
        • Inventory Location (FFC)
        • Select Orgainzation
        • Select Channel (Optional)
    2. Select Next. The Quantity Details page opens. In the Quantity Details stepper, by-default you have to enter the Total item Quantity, but if you use the toggle button then enter Packages Received and Pieces per Package.

      Enter the received quantity and complete the receiving flow.

      Note: At this stage, the received quantity is updated against the PO line item, but the PO line item is not completed until verification.
    3. Select Next. The Delivery Details page opens. In the Delivery Details add the required details:
      • Delivery Person's Name
      • Delivery Person's Email
      • Delivery Person's Phone
      • Date received
      • Time received
      • Comments (Optional)

      Select Finish, received Inventory is created with status as Received.

    4. On the Details page you will be able to view following details:
      • Purchase Order, Vendor & Product Details
      • Quantity details
      • Delivery Details
      • Delivery contact
      Note: Comments: Optional operational notes explaining an item discrepancy. The maximum character limit is 255.

      Select Ready for Verification changes the status to Ready for Verification.

    5. Select Verify to confirm and update live inventory levels in the system with the received quantity. You will navigate to the details page where you have the following three options to perform:
      • Select Discard if the received Inventory is faulty.
      • Select Back to Received if you wish to update the Inventory details (for example, Quantity or any other details).
        Note: You can edit Inventory details only when Inventory status is in Received or Back to Received state.
      • Enter the details before selecting Mark as Verified.
        • Declared Quantity
        • Actual Received Quantity
        • Verified Inventory Quantity
        • Comments
        Select Mark as Verified to verify the recevied Inventory details.

    6. Once the received Inventory is Verified you can organize the Inventory by selecting Organize Inventory.
    Organize Inventory

    Select Organize Inventory to organize and sort the received Inventory into appropriate buckets. You will navigate to a new page Organize Inventory.

    On Organize Inventory page you can view details such as Store, Inventory Location, item/ Product Name, and Received date. You can also view graph for Verified, Returned and Organized.

    You can view and sort or organize Inventory in the three following ways:
    1. Confirm Return Inventory involves addressing defective or damaged item returns and correctly logging them in the Inventory system.
    2. In Organize Expected Inventory, you can organize Inventory by entering following details:
      • Expected Inventory ID
        Note: Users can view IDs only if they exist for the same part number, IL, and Store.
      • Quantity
      • Comments
    3. In Organize Ad-hoc Inventory, you can organize Inventory in following three buckets:
      • On Hand Quantity
      • Reserved for Promotion
      • Unavailable Quantity
      Note:
      • Fill at least one of the three buckets to move forward. The sum of on-hand, reserved, and unavailable quantities must not exceed the remaining organized quantity.
      • When the store is not assigned, the Ad-hoc Inventory moves the record to the unassigned onhand column.

      You can add comments and select Finish to organize the Inventory.

    Note:
    • When a record is discarded or organized, it is not visible on the listing page.
    Note: For more information, see Organizing Inventory by availability status

Results

Your received Inventory is updated and organized to reflect the latest changes. End-users can now observe and place orders based on received Inventory, or orders can be completed based on expected Inventory being received.