Process Overview: This process should be used when receiving an Inbound Shipment.
Step 1: Navigate to the Inbound Shipment. Using the Container # provided by JZ Expedited (or another Transport/Dray service company) as a reference, access the Inbound Shipment through the Inbound Shipment Details screen. (Path: Shipping & Receiving tab > Inbound Shipments > Inbound Shipment Details) Use the Filters section to narrow down your search results.
- *Note: The INBS record can be accessed through various applications found under the Warehouse Management section of the Quick Links found on the NetSuite Dashboard.
- *Note– If the Container # is not available, use the PO #(s) to navigate to the Inbound Shipment. Search the PO # in the Global Search and click on the PO. Once on the Purchase Order screen, find the item(s) being received in and on each line; you will see the associated Container Number and Inbound Shipment number.
Step 2: Once you have found the Inbound Shipment on the Inbound Shipment Details screen, click on the Inbound Shipment button (Main: INBSHIPXXXX) to access the Inbound Shipment record. Confirm all the information in the Inbound Shipment is correct.
- *Note: If the Scheduled Delivery Date is not accurate, this must be updated using the Inbound Shipment Manager application before proceeding. (Owner: Receiving)
- *Note: If there is any information outside of the Scheduled Delivery Date that needs to be updated, contact the Primary Requestor and ask them to update the requested information before proceeding. Do not proceed until the Primary Requestor has updated all the necessary information.
Step 3: Using the Print Item Palletization button at the top of the Inbound Shipment record, print the item palletization for all items. The pallet builds will be distributed to the Receiving Team before unloading the container.
- *Note– If the pallet build for an item prints out blank, the item dimensions and pallet build (image) will need to be confirmed and added to the item record in NetSuite. This can be done by following the Creating Pallet Builds process. If the pallet build for an item (non-flip shelf) prints out and the orientation of any of the cartons is sideways (seam not at the top/labels not facing upward), create a new pallet build and replace the image on the item record.
Step 4: Click the blue Receive button at the top of the Inbound Shipment record. This will take you to the Receive Inbound Shipment record.
- *Note– The Inventory Detail for each item is automatically updated after each item has been received. If you would like to double-check that the item(s) was received into the appropriate location, check the Inventory Detail after the Inbound Shipment has been received.
Step 5: Once the received inventory has been counted, confirm all quantities to be received. By default, the Quantity to be Received field will reflect the full quantity that was ordered. Update this value to reflect the quantity to be received, whether we are receiving the full quantity for the line, receiving a partial quantity for the line, or receiving zero quantity of the line.
- *Note– For any over or under-receipts, we must reach out to the Primary Requestor and make them aware. For over-receipts, the Primary Requestor will adjust the INBS by adding a separate line containing the overage quantity. We will then receive the overage against the new line. For under-receipts, no additional action will be required on Receiving’s end.
Step 6: After all quantities have been confirmed and we are ready to proceed, click the blue Save button.
Step 7: Once saved, the user will be taken to the Process Status record. Refresh this page until the Submission Status reflects Complete and the Percent Complete reflects 100%. This indicates that the Inbound Shipment has been received and no further action is needed to receive the shipment.
- *Note– If there are any errors:
Step 8: Click on the error message link. This will bring up the Bulk Processing Errors screen which will contain the errors.
Step 9: Send a screenshot of the errors to Virginia for an IT ticket to be processed. Once resolved, repeat steps 1-7 until there are no errors on the Process Status record.
Once completed, inventory being stored at the receiving location will be put into the RDock in NetSuite and physically moved to the appropriate dock area to begin the Putaway process. For inventory that has been received but needs to be transferred to another Advantus location, a Transfer Order will be created. Inventory will be received into the TODock in NetSuite and will also need to be moved to the physical TODock location identified within each facility. Please follow the Receiving Inbound Shipments with Items Across Locations_ TO Associated process if we are receiving inventory for multiple locations.