Receiving Pending Orders

When a delivery arrives, head to the Receive page to check it in. This is the moment your inventory actually increases. Creating a purchase order alone does not add stock. You can receive everything on a purchase order at once, or just the items that actually showed up.

First Delivery

If this is your first delivery in Peasy, the Receive page is where you tell the system what actually came in. Until you receive, your stock numbers do not change.

What You'll See

The Pending view shows a table of items waiting to be received, one row per line item across your open purchase orders. Each row shows:

You can filter by location, search by item name or PO number, and use the Due filter to show only items with ETAs that have passed.

Step by Step

1. Go to Receive > Pending.
2. Find the item that just arrived and click Receive. You can also click the item name.
3. The Receive panel opens on the right. Fill in:
   • Receive Date — defaults to today
   • Receiver — who is accepting the delivery
   • Purchase Order — pre-selected if you opened from a PO row
   • Item — pre-selected from the row
   • Qty Delivered — the actual quantity that arrived
   • Received Cost — optional, depending on your settings
   • Location — where the inventory should go
4. Optionally fill in Supplier Lot ID, Lot ID, and any notes.
5. Use the split button at the bottom to choose what happens next:
   • Receive & Next PO Item — save and move to the next item on the same PO
   • Receive & Close — save and close the panel
   • Receive & New Item — save and clear the form for a different item
   • Receive & Same Item — save and reset for another receive of the same item

Receiving Multiple Items from the Same PO

You do not need to close the panel between items. Receive & Next PO Item is the fastest way to work through a full delivery one line at a time.

What Happens After You Receive

• Inventory increases immediately at the selected location by the quantity you entered
• The PO status updates automatically to Partial or Received
• The receive is logged in inventory history with details like who received it, when, from which PO, and any lot numbers
• A confirmation toast lets you know the receive was saved

How to Receive a Delivery

1. Go to Receive > Pending in the sidebar.
2. Select your receiving location using the location dropdown at the top — this is where the items are going.
3. Find the items or purchase order you want to receive.
4. Click Receive on an item (or select multiple items).
5. The receive panel opens on the right. Enter the quantity you actually received.
6. Choose what to do after receiving:
   • Close panel — Return to the pending list
   • Stay on same item — Receive more of the same item
   • Move to next item — Jump to the next pending item
   • Move to next PO — Jump to the next purchase order
7. Confirm the receive.

Your inventory updates immediately.

Partial Receives

Not everything always arrives at once. If you ordered 10 cases but only 8 showed up:

• Enter 8 as the received quantity
• The remaining 2 stay in Pending
• The purchase order updates to Partial status

You can come back and receive the rest when it arrives.

What You See for Each Pending Item

• Item name and unit
• Expected quantity — How much was ordered
• Vendor / PO number — Where it's coming from
• ETA — When it was expected to arrive

Receiving Without a Purchase Order

If items arrive without a purchase order — a walk-in delivery, vendor sample, or emergency restock — you can receive them directly using the + Receive Item button. See Receiving Without a PO for the full walkthrough.

Common Questions

Can I receive more than the ordered quantity? Yes. Peasy allows over-receiving — just enter the actual quantity that arrived, even if it exceeds what the PO says. Your inventory reflects what you physically received.

What happens to inventory when I receive? Your on-hand quantity increases immediately at the receiving location by the quantity you enter. The change is logged in Inventory History with a full audit trail.

Can I undo a receive? There is no direct undo for a receive. If you entered the wrong quantity, use an inventory adjustment to correct the count at that location.

Can I receive items to a different location than the PO? The receive goes to whichever location is selected in the location dropdown on the Receive page. This defaults to the PO's receiving location, but you can change it before receiving.

What does "Partial" status mean on a PO? It means some but not all line items or quantities on the purchase order have been received. The remaining items stay in the Pending view until you receive them.

Good to Know

• Location matters — Make sure you select the right receiving location before checking items in. Inventory goes to whatever location is selected.
• Receiving is logged — Every receive creates an entry in Inventory History so you have a full audit trail.
• The red badge on Receive > Pending tells you how many items are waiting to be received.
• You can receive against multiple POs in one session without leaving the page.
• Receiving is what updates inventory. A PO stays pending until you actually receive it.
• If you enter a different cost than what is on the PO, you may be able to update the item's base cost going forward depending on your settings.

Related

• Receiving Without a PO — Receive items that aren't on a purchase order
• Viewing Receive History — See what you've already received
• Creating Purchase Orders — How items get into the pending queue
• Inventory History — The full audit trail of changes