Receipts
A receipt is the inventory movement that records goods arriving at your warehouse. In PLANA, receipts are stock pickings of type Incoming. They link a purchase order to physical inventory.
Where to find them
Inventory → Operations → Incoming transfers or directly from the PO.
The flow
PO confirmed ──▶ Picking auto-created (Assigned)
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Goods physically arrive at warehouse
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Warehouse validates the picking (quantities)
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Stock posted to destination location
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PO marked "received" (full or partial)Validating a receipt
Open the picking → confirm quantities received → click Validate.
For each line:
- Demand — what the PO expected
- Done — what physically arrived (editable)
- Reserved — internal accounting (matches Done after validation)
If Done < Demand:
- PLANA prompts: "Create back-order for the remainder?" — usually yes
- The back-order is a new picking for the missing quantity
- The vendor sends a second shipment later; validate the back-order
If Done > Demand:
- PLANA shows a warning
- Resolve: either accept (the vendor over-shipped — usually no harm) or refuse the excess (return)
Lot / serial number tracking
For products that require lot or serial tracking:
| Type | What you enter |
|---|---|
| Lot | A batch identifier shared by many units |
| Serial | A unique number per unit |
PLANA prompts for the relevant ID at receipt time. The IDs are then traceable through transfers, sales, returns.
Quality / inspection holds
For receipts requiring inspection before stock is available for sale:
- Configure the destination location to be a "Quality" sub-location
- Receipt validates goods into Quality
- Inspector creates an internal transfer from Quality to Stock once the inspection passes
For simple businesses without inspection, goods land directly in Stock — skip the Quality location.
Receipt vs bill
The receipt confirms what arrived. The vendor's bill confirms what they're charging. The two should match (Three-way match), but they're separate records. Goods can arrive before the bill or vice versa.