To create a new incoming shipment select Warehouse -> New operation -> Create a New Incoming Shipment or go to Warehouse -> Documents -> Incoming Shipments and click on the Create a New Incoming Shipment button.

The following shipment types are available for selection:

  • Purchase
  • Sales Return
  • External Goods Transfer (Client - Warehouse)


Purchase/Sales Return

This is goods received from a supplier (purchase of goods) or a customer (sales return)

If a purchase invoice is created first, a new incoming shipment with the type "Purchase" is created automatically. No additional action is required.

If a credit note is created first, a new incoming shipment with type "Sales Return" is created automatically. It has the latest calculated cost of goods sold and requires confirmation.

If an incoming shipment for goods purchase or sales return is created before an invoice/credit note has been added, then an invoice/credit note needs to be created for this goods receipt later to complete the operation.

To create a new incoming shipment select the appropriate type (Purchase or Sales Return), enter a date, select a warehouse and a supplier/client. Click Continue. Fill out the list of the goods to be received. Click Approve. The goods will be received to the warehouse and the shipment will be saved with "Waiting for Invoice" status.

Later to link an incoming shipment with the purchase invoice, open this shipment, click Create a New Purchase Invoice, fill out the invoice form with the necessary data.

To link an incoming shipment with the credit note, click Create a New Credit Note/Refund

Alternatively incoming shipments can be also imported into a purchase invoice or a credit note. One incoming shipment can be linked to only one invoice/credit note. To link a purchase invoice/credit note to the incoming shipment, first create a purchase invoice/credit note, select shipments from the Import Lines from Shipment section and click on the Import button, all product lines from the selected shipment(-s) will be imported. Fill out the invoice with the necessary financial data. 


Internal Goods Transfer

This is the transfer of goods from the other warehouse.

The internal movement of goods (Warehouse -> Warehouse) always begins at the sender’s warehouse. An incoming shipment document is automatically created at the recipient warehouse. It requires the confirmation of the receipt of goods.


External Goods Transfer (Client - Warehouse)

This is the transfer of goods from temporary storage outside the company’s warehouses back to the company's warehouse. More information can be found here.