Direct Goods Receipt
Receive goods into inventory without first raising a purchase order (for samples, emergency buys, opening balances, or inter-branch transfers) with unit costs and a mandatory reason captured on the spot.
- Receive without first raising a PO
Select the warehouse, add products with quantities and costs, give a reason, submit. Stock is in the system immediately. No paperwork blocker.
- Accurate cost on every line
A unit cost is required on every line, so inventory valuation is correct even when there's no PO price to reference.
- Mandatory reason, full audit trail
A reason is required on every direct receipt and it lands in the unified Goods Receipts list with a 'Direct' badge. Every unusual movement is accounted for.
- Clean opening balances
Load existing stock into each warehouse with accurate costs and a clear record, rather than manual adjustments that lack cost and justification.
What it does
Lets you receive goods into inventory without a purchase order, for situations like samples, emergency purchases, opening stock balances, or inter-branch transfers. The operator selects a warehouse, adds products with quantities and unit costs, and provides a reason for the receipt. Stock levels update immediately, and the receipt appears in the unified Goods Receipts list with a "Direct" type badge to distinguish it from PO-based receipts.
What it replaces
Replaces creating a dummy purchase order just to receive unexpected stock, or manually adjusting inventory with no record of where the goods came from or what they cost. Without this, receiving anything outside the normal PO process means either bending the rules or losing traceability.
Who it's for
Any business that occasionally receives goods outside the normal purchasing process. Distributors receiving supplier samples, manufacturers receiving emergency raw materials bought with a credit card, businesses loading opening stock balances during initial setup, or operations handling inter-warehouse transfers that need a formal receipt. Also useful for businesses transitioning from informal purchasing processes where not every delivery has a PO behind it.
What problems it solves
- Can't receive goods without first creating a purchase order. Direct receipt provides a separate workflow that skips the PO entirely: select the warehouse, add the products with quantities and costs, state the reason, and submit. Stock is updated immediately.
- No cost tracking for stock received outside the PO process. Each line on a direct receipt requires a unit cost, so the system always knows what the incoming stock is worth, even when there's no PO price to reference.
- No audit trail for why stock was received outside normal channels. A reason is mandatory on every direct receipt, providing a clear justification for the stock movement. The receipt is also recorded in the same Goods Receipts list as PO receipts, with a "Direct" type badge for easy identification.
- Opening balances require workarounds. When setting up the system for the first time, direct receipts let you load existing stock into each warehouse with accurate costs and a clear record, rather than using manual adjustments that lack cost and supplier context.