Receiving Process (Inbound)

  • Purchase Order Created ➔ (in Procurement module)
  • Warehouse Receipt Created ➔ (register goods arriving at warehouse)
  • Put-away Created ➔ (store goods into bins)
  • Inventory Updated ➔ (items now available for picking/shipping)

    Shipping Process (Outbound)

    • Sales Order Created ➔ (in Sales module)
    • Warehouse Shipment Created ➔ (prepare for dispatch)
    • Pick Created ➔ (pick goods from bins)
    • Shipment Posted ➔ (confirm goods are shipped)
    • Sales Invoice Posted ➔ (billing the customer)

    Inbound Flow (Receiving)
    ————————–
    Purchase Order

    Warehouse Receipt

    Put-away

    Inventory Available

    Outbound Flow (Shipping)
    ————————–
    Sales Order

    Warehouse Shipment

    Pick

    Post Shipment

    Sales Invoice

    Quick Points:

    • If you don’t use advanced warehouse management (no Directed Put-away and Pick), you might skip Warehouse Receipt/Put-away and receive directly into inventory.

     

    • Similarly, you might ship directly from a Sales Order if the warehouse is simple.