The Product Receiving tool allows you to receive products into your inventory against the POs on which they were ordered. Look to the flowchart below to get an overhead view of the process.
Find the Best Match from the PO
- Go to Product > Product Receiving.
- In the Enter product data pane, either search by:
- PO Num, Brand, and MPN for your product; or
- PO Num and Description, which searches through the Line Description and Product Description fields of the PO.
- In the Identify the best match pane, select the correct product.
- Matches highlighted in green are exact matches. Those in blue match closely.
- If you’re receiving on a Bulkstock PO and you can’t find a match, press the [Cart] icon.
Note that if a product family has not already been created for the product or if the line item on the PO was not attached to any product family, you will need to search through the Product Locator. This will apply to all items on Bulkstock POs. Read the “Search for an Existing Product Family” section below for more instructions.
Choose a SKU and Determine the Number of Units
- In the Select the correct SKU pane, select the correct SKU from the SKU Grid.
- In the Receive the product pane on the right, enter the Quantity.
- Go to Weight and press [Enter] or [Return] on your keyboard to populate the weight from your scale. You may also enter this manually.
- Press the [Receive Lot] button.
Before pressing the [Receive Lot] button, there are three more optional buttons.
- Special Photos: When pressed, the item will be flagged for exclusive media rather than the default of representative media. Media attached to this item cannot be used for other items. For more on the difference between exclusive and representative media, read the Media Management FAQs. Note that you must have created a new SKU for this particular item.
- Direct to Photo: This button supports an alternative workflow. When pressed, the item will be flagged to be sent directly to your Photography team so they can take product photos. The item will bypass the Photo Samples tool queue. This workflow prevents you from having to receive the lot, move it into storage, and then move it back out of storage for product photos to be taken.
- Case Label: This button is designed to store small items such as nuts and bolts together without having to print individual lot labels for each unit. When pressed, one case lot label will be printed for all units being received. Note that you must enable the System Config Account Setting "Use Case-lot-label" to use this feature.
Search for an Existing Product Family
If the product family for the product you’re receiving hasn’t been created yet or if it has but the line item on the PO wasn’t attached to it, you must search for the product using the Product Locator.
- In the Product Locator, search for the item using the Brand and/or MPN. You may also use the Advanced Search box to search by any other attributes.
- If you can find an existing product family, click on it. Proceed to the instructions for “Choose a SKU and Determine the Number of Units” (above).
If you cannot find an existing product family that matches your product, read the “Create a New Product Family” instructions below.
Create a New Product Family
If you cannot find an existing product family that matches your product, you will need to create a new product family.
- In the Product Locator, press the [New Product] button.
- Select the Brand for the product. Press the [Create New Product] button.
- In the Select the correct SKU pane, enter data for each of the attributes.
If you need to create more SKUs, read the “Create SKUs for Item Variants” section below.
Create SKUs for Item Variants
Often, the same item may be available in slight variants. Clothing and footwear may be available in different sizes. Food items may be available in different flavors. Furniture may be available in different patterns.
For each of these variants, you can create SKUs. You can think of SKUs as individual members within the larger product family. Family data are the attributes that stay the same for all members. SKU data contain information that may be unique to different members. For example, a set of shirts with the same exact design will all share the same Brand and Product Name but they may come in several sizes. Brand and Product Name would be family data; Size would be SKU data.
- In the Select the correct SKU pane, the left-hand side of the window holds the Family Data. The right-hand side--also known as the SKU Grid--holds the SKU data.
- To turn an attribute from family data into SKU data, click on the attribute’s name and drag it to the SKU Grid.
- To add a new SKU, press the green [+] button at the bottom of the SKU Grid. Enter data directly into the SKU Grid.
- To retire an existing SKU, press the red [-] button at the bottom of the SKU Grid.
- After you’ve finished, you may proceed to instructions for “Choose a SKU and Determine the Number of Units” (above).