Prerequisites
- Item exists with the correct SKU, type, default unit, shelf life, storage class, and reorder point. See CSV imports or Settings and roles.
- Supplier exists in Address book.
- Destination location exists.
- Receiving user has permission to manage receiving.
- QA knows whether a COA or supplier document is required before use.
Receive a lot
- Open Receiving.
- Select the item and supplier.
- Choose destination location.
- Enter internal lot code, supplier lot code, quantity, unit, cost, received date, and expiry.
- Save the receiving event.
- Upload the COA if available, or let Batchlane create a missing-document follow-up.
Records created
| Record | Why it matters |
|---|---|
| Inventory lot | The sellable or consumable lot that appears in Inventory. |
| Receive movement | The ledger reason inventory increased. |
| Balance row | Current quantity by item, lot, and location. |
| Document record | COA or supplier document follow-up for Documents and QA. |
| Audit event | History for support, QA, and compliance review. |
Operating rules
- Use supplier lot exactly as provided by the supplier when possible.
- Use internal lot codes consistently so scanning, traceability, and support can find lots later.
- Enter expiry during receiving whenever known. FEFO depends on expiry data.
- Put questionable material into quarantine or hold instead of making it available.
- Do not receive finished goods as raw materials if they will be sold or shipped as finished items.
Common receiving issues
- Item is missing: create or import the item before receiving.
- Supplier is missing: create or import the supplier in Address book.
- Location is unclear: create a receiving or storage location in Settings and roles.
- COA is missing: leave the document follow-up visible in Documents and QA until QA accepts the file.
- Lot is not selectable for production: check lot status, quantity, expiry, and whether the item is a recipe component.