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Receiving a purchase order creates a receipt linked to its lines. When you receive it, Bold increases stock and updates the order’s received quantities.
You need read access to view receipts and edit access to create, receive, reverse, or complete inspections.
A receipt can be complete or partial:
  • Complete receipt: records all pending items and quantities on the order.
  • Partial receipt: records a quantity smaller than requested. The line remains partially received and the rest stays pending.

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Create a receipt from the order

Path: Planning > Purchase orders > Order > Create receipt

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Complete the receipt

To record the arrival of goods, complete these fields: Delivery note code (optional): enter the supplier’s delivery document code. Date (optional): enter the delivery note date. Receipt location (optional): select where the material is deposited. If you choose a location, you can leave Receive immediately enabled to create and receive the document in one action. If you disable it or do not enter a location, the receipt is created as pending. Review it before clicking Receive. Click Create to generate the receipt with the order’s pending lines.

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Create a partial receipt

Path: Warehouse > Receipts
1

Add a receipt

Origin: select the supplier you purchased from.Delivery note number: enter the number on the document provided by the carrier.Delivery note date: enter the date shown on the delivery document.Receipt location: select the physical place where the order is unloaded and stored, such as a warehouse, shelf, or factory area.
2

Open the receipt

In the actions column, open the receipt you just created.
3

Add lines

Add the items that arrived.Order line: select a pending line from the supplier’s orders. If you received more than one item, add a line for each.Quantity: enter the units counted during unloading.Supplier lot: enter the lot, batch, or series assigned to the parts by the manufacturer. It usually appears on a pallet or box label.
4

Receive the material

Review the lines and click Receive.
Receive requires a location, at least one line, and all required inspections completed.

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Correct or undo a receipt

Path: Warehouse > Receipts > Received order

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Undo the receipt

If you record an incorrect quantity or lot, click Undo receipt to correct the document. Clicking Undo receipt automatically does two things:
  • Stock correction: the system subtracts the units added by this receipt. Later stock movements remain recorded.
  • Status change: the document returns to Pending receipt so you can correct quantities, items, or other data.
Avoid correcting a received receipt with adjustments when you can reverse it. Reversal better preserves its relationship with the purchase order.