Click here to view the "Adding a Receiving Inspection" video


This article assumes that products and suppliers have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.

Step #1

Click here to access the "Shipping and Receiving" sub-menu.


Step #2

Click "Receiving Inspection"


Step #3

Click "Create Receiving Inspection"

Step #4

Complete the "Receiving Details" section by completing the following fields:

  • Supplier Name (required)
  • PO # (optional)
  • Total Order Quantity (optional)
  • Lot Serial # (optional) - only use this field if all the parts in the order have the same Lot Serial #
  • Requested Shipment Arrival Date (required)
  • Is Quarantined? (optional)


*Do not enter the "Actual Arrival Date" as this will close the Receiving Inspection!*

Step #5

Click "Create Receiving Inspection" to save your progress.

Step #6

Select the Product in the Receiving Inspection and enter the following:

  • Batch Number
  • Quantity Accepted
  • Quantity Rejected
  • Unit of Measure
  • Expiry Date


Then click the green checkmark to save.


Step #7

If your organization has associated an approved template with this part, click "Inspect.  If not, please repeat Step 6 for each Product and then proceed to Step 13. 

Step #8

Complete the Inspection Characteristics and add any applicable signatures.

Step #9

Click to "Sign and Finalize" the sample.

Step #10

Repeat Steps 8 and 9 for each sample.


Step #11

Once all Samples have been inspected, click "Save and Finalize" to close the Inspection.


If the product Inspection has failed, it is possible to Initiate a Corrective Action Report or a Non-Conformance Report or an OOS Report.

Step #12

Repeat Steps 6 to 11 for each Product.

Step #13

Enter any "Notes" and upload any applicable files.

Step #14

Once all Products have been added and inspected (if applicable).  Enter the "Actual Arrival Date" to close the Receiving Inspection and update inventory levels.


Step #15

Click here to download a PDF of your report.