Receiving is used to record inventory and purchase receipt quantities against issued Purchase Orders.
What Receiving is for
Use Receiving when purchased items arrive and need to be recorded against a Purchase Order.
This is the canonical receiving workflow used from Shipping & Receiving. Purchasing also links to this same receiving experience.
Screen path
Dashboard > Shipping & Receiving > Receiving
PAX opens the open Purchase Orders list in receiving mode.
Open PO list
The receiving list is filtered to issued Purchase Orders.
Use the search box to search by PO number, vendor, status, date, amount, or part number.
The receiving-mode actions include:
| Action | What it does |
|---|---|
Receive |
Opens Receiving for PO #.... |
Print PO |
Opens the Purchase Order PDF. |
Receiving detail
Receiving for PO #... shows the vendor, PO date, and PO lines.
The receiving table includes:
| Column | What it shows |
|---|---|
Part Number |
PO line part number. |
Description |
PO line description. |
Ordered |
Ordered quantity. |
Prev Received |
Quantity already received before this receipt. |
Now Receiving |
Quantity being received now. |
Total Received |
New total received quantity. |
Open Qty |
Remaining open quantity after the entered receipt. |
GL Account |
GL account on the PO line. |
Origin |
Country of origin code. |
Unit Price |
Receipt unit price. |
Line Total |
Total received quantity multiplied by unit price as shown on the screen. |
Lot-tracked inventory lines show lot rows when a quantity is being received.
What happens behind the scenes
Saving a receipt updates Purchase Order line received quantities and unit prices.
For inventory items, PAX requires country of origin, updates inventory detail or lot records, recalculates material cost using weighted average behavior, and reduces quantity on order.
For lot-tracked items, PAX records purchase order line lot rows and updates inventory detail per received lot.
Receiving updates purchase receipt accounting through PO receiving automation. If a received line requires inspection, PAX opens an inspection notice PDF after saving.