IR And IF

This article primarily introduces how to Fulfill Item for a Sale Order and Receive Item for a Purchase Order.

Item Receive

1.Reveive Simple Item

Before receiving the goods, you can first complete the Description, Country of Origin (COO), and HS Code information. Then, by clicking “SET QUANTITIES,” you can quickly update the “done” quantities in the detail lines. You can also manually modify these quantities if needed. Finally, click “VALIDATE” to proceed with receiving the goods. If the received quantity is less than the required quantity, the system will automatically create a backorder.

2.Receive Serialized ltem

This section only highlights the differences compared to the previous process. You should prepare the serial numbers for the products to be received, ensuring that the serial numbers are correctly formatted and unique. Pay special attention to any leading or trailing spaces. Finally, paste the serial numbers into the system, which will automatically generate the detail lines. Additionally, make sure to confirm that the storage location is correct.

Item Fulfillment

1.Fulfill Simple Item

Similar to the receiving process, you first need to complete the Description, Country of Origin (COO), and HS Code information. Then, by clicking “CHECK AVAILABILITY,” the system will check if there is sufficient stock at the corresponding location. If sufficient stock is available, it will be reserved for the current Sale Order (SO) to prevent allocation to other orders. Next, by clicking “SET QUANTITIES,” you can quickly update the “done” quantities in the detail lines. Finally, click “VALIDATE” to proceed with shipping. If the shipped quantity is less than the required quantity, the system will automatically create a backorder.

2.Fulfill Serialized ltem

If the system already contains the stock required for the current Sale Order (SO), you can click “CHECK AVAILABILITY” to review the details by clicking on the detail lines and make adjustments in one go. If there are significant discrepancies, you can manually paste the information in bulk to make the necessary adjustments. After pasting, the system will automatically generate the detail lines. Once confirmed to be correct, click “VALIDATE” to proceed with shipping.