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Sending and Recieving Inventory

The Send & Receive feature streamlines inventory management by adding ordered parts to the Boltline system through Intake and tracks inventory movement across locations with Send Transfer and Receive Transfer.

Intake​

Add inventory received from an external source, like shipments of ordered parts.

  • Navigate to Inventory > Send & Receive from the left side panel
  • From the Intake tab, search by the part number, name, description, or short name (unique Boltline ID in QC label)
    • If the part information isn't already in the system, you'll need to add it first. See Part Creation
  • Select the correct part
  • Enter the quantity received
  • You have the option of uploading any relevant files
  • Enter the inventory location where the parts can be found
  • Click Create

Send Transfer​

Move inventory to a different location within the organization.

  • Search by the part number, name, description, or short name (unique Boltline ID in QC label)
  • Select the correct part
  • Adjust the quantity if necessary
  • Edit the location to show the new location where it's being sent
  • Click Send

Receive Transfers​

Accept the inventory sent from another location within the organization.

  • When you click Receive Transfers, it shows all inventory that is in transit
  • Find the inventory you want to accept to the new location. Look for the small green checkmark button to the right of the item panel, and click on it.
  • Review the Receive Inventory pop-up window and click Receive