Process Warehouse Receipts

Inbound Warehouse Receipts can be created from Purchase Orders or Transfer Orders.

Use List Views to Manage Receipts

• Open: Receipts in progress.

• Posted: Receipts that have been posted. This is also the final document status for a Transfer Order Warehouse Receipt.

• Partially Invoiced: Receipts partially invoiced.

• Fully Invoiced: The final document status for a Purchase Order Warehouse Receipt.

Edit a Warehouse Receipt

If you need to receive a partial delivery:

• Edit the Warehouse Receipt and update its lines to reflect the inventory received.

Lot Number Assignment:

If the items on the receipt are lot-tracked, GoldFinch will display them in the Enter Lots section of the Purchase Order.

• Enter Lots Button:

  • Green: Lot numbers have been fully assigned.

  • Red: Lot numbers still need to be assigned to the item.

• Click the Enter Lot button to assign a Lot Number for the specific item.

• Alternatively, click Enter Receiving Lots to enter Lot Numbers for multiple lot-tracked items simultaneously.

• Click Add Tracking Lines.

• Enter the Lot Numbers, their corresponding Quantities, Manufacture Dates, and Expiration Dates.

• Save the Warehouse Receipt.

Post the Warehouse Receipt

• Ensure the Enter Lot button is green, indicating that all required lot numbers have been assigned.

• Ensure that the Actual Receipt Date is updated. GoldFinch uses the Actual Receipt Date as the Posting Date to post the Whse Receipt.

• Click Post to finalize the Warehouse Receipt. Posting the receipt will increase the on-hand inventory for the received items.

Receive into Multiple Warehouses

You can receive inventory from the same Purchase Order into multiple warehouses.
After creating the Warehouse Receipt, update the Warehouse field on the Warehouse Receipt header, then post it.
Next, create another Warehouse Receipt to receive the remaining inventory into a different warehouse.

Automatically Convert Received Unit of Measure

By default, inventory is received using the Unit of Measure (UOM) specified on the Purchase Line.

If you always stock and sell using a different Unit of Measure, you have two options:

Option 1 — Use the Base or Sales Unit of Measure on the Purchase Line

Enter the Unit of Measure you prefer for stocking or selling inventory directly on the Purchase Line. GoldFinch will receive inventory using that Unit of Measure. Make sure the Unit Cost you enter corresponds to the selected Unit of Measure on the Purchase Line.

If needed, you can customize the Purchase Order PDF to convert the Base or Sales Unit of Measure to the Purchase Unit of Measure so that your vendor sees the correct quantity and price.

Option 2 — Use Put-away Unit of Measure conversion

1. Set the default Put-away Unit of Measure to either Base Unit of Measure or the Sales Unit of Measure

2. Turn on Auto Create Put-aways. After the Warehouse Receipt is posted, GoldFinch will automatically create and post the Put-aways using the Base or Sales Unit of Measure, converting the received quantities accordingly.

Article Process-Warehouse-Receipts  ·  Last updated November 29, 2025 · GoldFinch ERP Help Center