We’re introducing a new guided receiving flow designed to make inventory receiving faster, clearer, and easier to review before completing a purchase order.

The purchase order creation process has not changed. However, once you start receiving items, you’ll see a new step-by-step workflow that helps catch issues earlier and streamline updates.

Below is a breakdown of what’s changing.

When you click Start Receiving, you’ll now enter a guided workflow that walks you through each step of receiving inventory.

You’ll be prompted to either upload an invoice to automatically extract item information or manually add products to the receiving order

As items are processed, the system will now automatically flag potential issues, such as:

You can quickly filter and review only the items with issues, making it easier to resolve problems before completing receiving.

Before finishing the receive, you’ll see a summary page showing the changes made during the workflow.

From there, you can:

Once complete, the system will process the receive and generate a receiving summary report.

This update is designed to catch inventory and pricing issues earlier and provide clearer guidance through the receiving process

Your existing purchase order workflow remains the same—only the receiving step has been improved.