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Receipt inspections record quality, quantity, or documentation checks before materials enter stock. You can define reusable inspections on an item or add a one-off inspection to a specific receipt.

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Before you start

  • To define inspections per item or add one-off inspections, the plan must include Receipt quality inspections. If disabled, you can view and complete inspections on existing receipts.
  • The item must exist in the catalog.
  • You need to identify the employee completing the inspection.
  • The receipt must be pending.
  • If you use work mode, select the active employee first.

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Inspection types

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Define reusable inspections per item

Path: Catalog > Items > Item > Inspections
1

Add the inspection

Click Add inspection.
2

Describe the check

Enter a name the team recognizes and choose the result type.
3

Decide whether it should block receipt

Mark Required if the material cannot be received without completing the inspection.
4

Save the definition

Click Add. You can open the inspection later to change or delete it.
When you add a line for that item to a receipt, Bold creates a copy of its inspections for the line. If the same item appears on several lines, each retains its own inspections.

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Add a one-off inspection to a receipt

Path: Warehouse > Receipts > Receipt > Inspections
1

Open the pending receipt

Enter the receipt and open the Inspections tab.
2

Create the inspection

Click Add inspection and complete the name, type, and Required setting.
3

Check the scope

An inspection added from this tab belongs to the receipt. Inspections copied from an item are associated with its line.

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Complete inspections

You can record results from management mode or work mode.

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From management mode

Path: Warehouse > Receipts > Receipt > Inspections
1

Select the pending inspection

Click Complete inspection from the list or open its details.
2

Identify the employee

Select who performed the check.
3

Record the result

Complete the requested value. For a photo inspection, take or select the image.
4

Confirm

Click Complete. The list shows the result, date, and whether the inspection was required.

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From work mode

Path: Work mode > Warehouse > Receipts > Receipt General inspections appear at the beginning of the receipt. Item inspections appear within the corresponding line. Enter the result and use the confirmation button. The active employee is recorded as responsible.
Receive is blocked while any required inspection remains pending. Pending optional inspections do not prevent receipt.