Receive and put away
Confirm the delivery, establish its stock basis and put each received portion into storage.
6 stages · 1 approval
Roles and responsibilities
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Step 1Identify delivery
Receipt NumberExternal POReferenceSupplierProduct
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Step 2Confirm arrival
Receipt NumberExternal POReferenceSupplierProduct
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Step 3Review cost
Receipt NumberExternal POReferenceSupplierProduct
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Step 5Put away
ProductWarehouseBinLot Number
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Step 6Resolve receipt
Receipt NumberExternal POReferenceSupplierProduct
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Identify delivery
Warehouse Operator or an assigned Buyer prepares the receipt for the external source line, delivery and controlled product identity. Separate partial arrivals retain distinct identities. Product, warehouse, arrival bin, unit, lot and serial requirements must resolve before the delivery can progress.
Confirm arrival
Warehouse Operator or an assigned Buyer records the actual received quantity and evidence. The receipt retains its original arrival location and established expiry. A repeated imported message cannot stand in for physical confirmation, and a later receipt cannot renew the shelf life of an existing lot.
Approval required
Review cost
Buyer or Inventory Manager confirms the owned-stock valuation basis and any documented external currency conversion. Warehouse Operator sees readiness without restricted cost fields. Missing cost or ownership evidence remains unresolved; a genuine zero cost needs supported review.
Post receipt
Warehouse Operator or an assigned Buyer completes the guarded arrival action. The frozen conversion establishes stocking quantity and equivalent unit cost once. The event adds actual custody at the receiving position with its cost effects; third-party custody carries no owned value. Active locks and duplicate-action checks still apply.
Put away
Warehouse Operator confirms each actual source-to-destination move. Paired movements preserve total quantity, ownership, expiry and carrying value. Partial putaway consumes only remaining receipt lineage, and the destination bin must belong to the correct warehouse. Moving held goods into a storage bin does not release their hold.
Resolve receipt
Warehouse Operator reconciles the remaining arrival stock and completes receipt work once all portions are put away or resolved through authorized return or compensation. The posted arrival quantity and bin remain historical. A correction traces current descendants and cannot subtract goods from an emptied original location.
Approvals and exception handling
1 approval required in this process
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Review cost
Buyer or Inventory Manager signs for protected cost evidence · post receipt waits
GoodsReceipts, InventoryPolicies - The external order reference provides context; it does not create local procurement authority.
- Product-specific packaging factors freeze on the receiptPreserving both stocking quantity and total value.
- Serial identityLot expiry and owner follow the goods across every subsequent position.
- Cost and valuation limits remain masked from Warehouse Operator, including exports and connected interfaces.
- Count locks include any affected cost-pool positionsA receipt cannot indirectly change locked value.
- A duplicate source action returns its recorded resultA changed payload under that identity requires reconciliation.
- Cancelling a posted receipt cannot erase its stock effects; actual return or bounded compensation preserves the history.
When the process needs attention
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duplicate
Post receipt
Active locks and duplicate-action checks still apply.
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hold
Put away
Moving held goods into a storage bin does not release their hold.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Identify delivery | GoodsReceiptsProductsSuppliers | Identify the external line and actual delivery |
| 2 Confirm arrival | GoodsReceiptsInventoryProductConversions | Record physical quantity and controlled identity |
| 3 Review cost | GoodsReceiptsInventoryPolicies | Confirm protected cost and ownership evidence |
| 4 Post receipt | StockEventsStockMovementsCostLayersCostAllocations | Add one evidenced receipt effect |
| 5 Put away | StockEventsStockMovementsInventory | Move bounded receipt stock into storage |
| 6 Resolve receipt | GoodsReceiptsReturnAuthorizationsStockEvents | Reconcile remaining receipt custody |
Process reports
All reportsInventory Valuation
Frozen StockSnapshots reconcile exact remaining owned CostLayers by Product, Category, Warehouse and cost method in the installation valuation currency. Include picked/held/damaged owned stock and source-carried in-transit stock once; third-party custody is a separate non-owned quantity disclosure. Unknown costs block a final snapshot. AccountingExports sends only unaccepted event deltas; the closing value is a control balance, never another full-value journal.
Expiry Report
Exact remaining lot/serial positions and layer values as of cutoff, split by owner/status and disjoint days-to-expiry buckets: expired, 0–7, 8–30, 31–90 and over90; no-expiry/unknown-expiry positions remain separately visible. Use the warehouse-local expiry cutoff; same-day expiration policy is explicit. Returns and later receipts preserve established expiry. Value at risk includes only owned stock; alerts and FEFO guidance do not prove a markdown, sale or quality disposition.
Inventory Turns & DOH
Net carrying cost of effective SalesPick and InternalUsage final issues in the selected interval divided by the time-weighted owned inventory value over that same interval; simple internal movements, supplier returns, samples, scrap and adjustments are excluded from consumption and disclosed separately. DOH is interval days divided by turns. Customer returns reduce eligible consumption through linked original costs. Zero/nonpositive denominator or incomplete cutoff coverage is unavailable, never infinity or a manufactured zero. Category rollups sum compatible currency numerators and denominators before dividing.
Stockout Report
Stocked active product/warehouse days at the declared local end-of-day cutoff with eligible QuantityAvailable at or below zero divided by all completely observed stocked active product/warehouse days. Never-received products participate through StockSummaries. Missing daily snapshots are reported as incomplete coverage and excluded from both numerator and denominator, not treated as in-stock days. It measures sampled daily availability, not continuous intraday service level.
Run by an agent
Agent support
An assistant cannot bypass a required human review, a current count lock, a valid demand claim or actual physical evidence. It cannot turn an incoming order message into a dispatch, a warehouse label into ownership, or a provider acknowledgment into accounting acceptance. Eligible automatic corrections require the independently activated policy and every stated condition; they do not inherit invented human approval from the assistant.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› receive and put away · identify delivery on GoodsReceipts, Products, Suppliers
✓ Warehouse Operator or an assigned Buyer prepares the receipt for the external source line, delivery and controlled product identity.
› receive and put away · confirm arrival on GoodsReceipts, Inventory, ProductConversions
✓ Warehouse Operator or an assigned Buyer records the actual received quantity and evidence.
› receive and put away · review cost on GoodsReceipts, InventoryPolicies
⏸ approval for protected cost evidence · waiting for the buyer or inventory manager
# 3 more stages after approval: post receipt, put away, resolve receipt
Other processes
4 moreIssue and return stock
Claim eligible stock, record actual issue and resolve returns against source goods and reviewed value.
7 stages · 2 approvals
Transfer stock
Authorize a move, trace dispatched stock and reconcile every portion at its destination or source.
7 stages · 2 approvals
Count to adjust
Plan a controlled count, review the difference and reconcile stock with a traceable correction.
6 stages · 2 approvals
Replenish stock
Turn current stock shortages into a clear purchasing worklist without losing the basis of each recommendation.
6 stages · 0 approvals