Inventory In Requests:
From this screen, you can View current Inventory In requests and Create New Inventory-in Orders.
When viewing previous inventory-in requests, you can search by a specific warehouse, a custom date range, or by one of the 5 Preset Date options, In requests containing specific SKUs, that Request Status, and Delivery Method.
After selecting Search, you will be able to download the list of your requests to an excel file.
Creating a new Inventory-In Order
Define the Vendor, Add a Reference Number, and Define the Destination Warehouse.
Next, you will need to Verify the General Information for the Inventory-In Order and the Delivery Information. Once products are added you will be able to submit the Request or Delete the request from the General Information field.
Following that you will need to add the Products you will be sent into the warehouse, this can be done one Product at a time or in batch.
One Product at a time:
In Batch, first, download the excel template:
You can also add any notes needed for this Inventory-In Request.
The email for an Inventory In request will send immediately after the In is received and/or closed.
Once the inventory has been received on the product(s), the email notification will send to the email setup for notifications.
Tip: Double-checking the email notification setup on the Email Preferences page is recommended for Suppliers (Wineries) to check their preferences.
Finding the Email notification can be located after an In Order has been received in the details: