Receiving and Shelving
When items arrive from a supplier or warehouse, you process them as a receiving transaction in WMS. By creating a receiving order (inbound order), inspecting the items, confirming the actual quantity, and storing them into a location, the stock count is accurately reflected.
Creating a receiving order (inbound order)
By creating a receiving order before the items arrive, you can track any difference between the expected quantity and the actual received quantity.
- From "Create Receiving Order," enter the supplier, item, expected quantity, and expected date
- You can also import a purchase order CSV to create multiple orders at once
- A created receiving order is registered with a "Pending Receipt" status
Receiving inspection
When items arrive, open the receiving order and enter the actual received quantity.
- Enter the actual received quantity for each item (barcode scanning is also supported)
- Any difference from the expected quantity is recorded as a discrepancy
- If damaged or defective items are included, exclude them from the count and note them in the memo
- Once inspection is complete, execute "Confirm Receipt"
Shelving (storing into a location)
After confirming receipt, specify which location the items should be stored in.
- Select the destination location (Warehouse, StoreBackroom, or StoreFloor)
- Items can also be split and stored across multiple locations
- Once shelving is complete, the quantity is added to the stock count of the specified location
- The transaction is recorded in the stock movement log as a "receipt"
Receiving returned items
When "Return to Stock" is selected while receiving a return in OMS, it is also handled as a WMS receiving transaction. Depending on the condition of the returned item (sellable or defective), the destination location is selected, keeping sellable stock and defective stock clearly separated.
Coordinating with cycle counts
Regularly reconciling WMS stock counts against the actual physical count through cycle counts allows early detection of discrepancies and helps maintain stock accuracy. Cycle count corrections are recorded in the stock movement log as an "adjustment."
Related articles: What Is Warehouse Management (WMS)? | Location Management | Handling Returns and Refunds
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What Is Warehouse Management (WMS)?An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
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Stock Replenishment and MovementA guide to stock replenishment and movement in WMS. Covers replenishing the sales floor from the backroom, creating and approving movement orders, and checking the stock movement log.
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B2B Order FlowThe full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.
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Warehouse Manager Role PermissionsExplains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
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Location ManagementAn explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.