There are multiple ways to add new item units to the system:

• Create Unit — Add a single item unit using a simple entry form.
• Receive New Unit — Receive items owned by customers or add multiple item units. Supports taking custody at receiving of items owned by another team.
• PO Receiving — Receive item units against purchase order data.

Receive New Unit

The Receive New Unit transaction can be completed from the portal or mobile app. Transaction attributes can be set up to capture additional data.

Receiving Header

Receive New Unit — header fields

• Received From — Optional. Select the vendor or customer the items are being received from.
• If received from a customer, the customer is automatically assigned as the owner.
• If received from a vendor, ownership is based on the item setup rule.
• If not recording a source, skip this field.
• Received For — Required. Enter the team the items are being received for (usually your current team). When team ownership is tracked, the Received For team is assigned as owner. When a customer is selected as Received From, the customer team defaults automatically and the field becomes read-only.
• Receipt Date — Defaults to the current date but can be changed.
• For Project — Optional. If items are being received for a specific project, enter the project assignment. Use the Allocate to Project transaction to update the assignment later if needed.

Receive Items

• Item Master — Select the items to receive by item master. If the item master doesn't exist, create one on the fly by selecting the add button next to the Item Master field.

Create a new item master directly from the receiving transaction

• Item Details:
• Quantity tracked — Enter the quantity to receive and complete any unit attribute fields displayed.
• Serial tracked — Enter the unique handle for the unit and complete any unit attribute fields. After the first handle is received, the item master and default attributes remain selected for adding multiple units.
• Placed In — Receive to an area or a container. Items can be received to a serialized movable container, and a new container can be created on the fly. When a container is entered for serial-tracked items, it remains defaulted until the next item is entered or manually changed.

The items received during the session are listed to the right (portal) or in the review tab (mobile).

Select Clear to start a new transaction, or exit the transaction when done.

Create Unit

Use this transaction to add a single unit. If ownership is tracked, the owner is your current team. No field values remain defaulted between entries. For adding multiple units of the same item master, use Receive New Unit instead.

PO Receiving

This transaction receives items against purchase orders entered or synchronized to PanatrackerST. Quantities received are updated on the purchase order.