Inbound Operations Guide

Inbound operations form the foundation of inventory management by ensuring accurate receipt, verification, and storage of goods. InvenTrack's comprehensive inbound workflow automates and streamlines every step from purchase order creation through final put-away, providing real-time visibility and control over your incoming inventory.

Purchase Order Management

Create, track, and manage purchase orders with suppliers, including multi-line items, approval workflows, and automatic vendor communication.

PO Creation Features

  • • Vendor catalog integration
  • • Historical pricing analysis
  • • Automatic reorder point triggers
  • • Multi-currency support
  • • Blanket PO management
  • • Terms and conditions templates
  • • Attachment support (quotes, specs)

Approval Workflow

  • • Multi-level approval chains
  • • Amount-based routing
  • • Department authorization
  • • Mobile approval support
  • • Automatic escalation
  • • Audit trail tracking
  • • Email/SMS notifications

Best Practice: Configure automatic PO generation based on min/max inventory levels to maintain optimal stock levels while reducing manual intervention and preventing stockouts.

Goods Receipt Note (GRN) Process

Streamlined receiving process with RFID/barcode scanning, quality inspection, and automatic PO matching for accurate inventory updates.

Standard Receiving Workflow

1

Dock Check-In

Register arrival with carrier details, seal numbers, and documentation

2

PO Verification

Match delivery to purchase order, verify quantities and item specifications

3

Physical Inspection

Check for damage, verify packaging, scan RFID/barcodes

4

Quality Control

Sample inspection, compliance verification, certificate validation

5

GRN Creation

Generate receipt document with discrepancies, update inventory

Bulk RFID Scanning

Scan entire pallets or containers simultaneously with RFID portal readers

Mobile Receiving

Process receipts anywhere using mobile devices with camera scanning

Cross-Docking

Direct transfer to outbound without storage for time-sensitive items

Discrepancy Resolution

  • • Automatic vendor notifications for shortages or overages
  • • Damage documentation with photo capture
  • • Rejection workflow with return merchandise authorization (RMA)
  • • Three-way matching (PO, Invoice, GRN) for payment approval

Put-Away & Storage Optimization

Intelligent put-away strategies ensure optimal warehouse space utilization while maintaining accessibility and compliance requirements.

Put-Away Strategies

  • Directed Put-Away: System suggests optimal location
  • Fixed Locations: Dedicated bins for specific items
  • Random Storage: First available suitable location
  • Zone-Based: Group by category or velocity
  • ABC Analysis: Fast-movers in prime locations
  • FEFO/FIFO: Expiry or arrival date based

Location Management

  • • Multi-level location hierarchy (Zone > Aisle > Rack > Bin)
  • • Capacity and weight constraints
  • • Temperature zone assignments
  • • Hazmat compliance tracking
  • • Cycle count scheduling by location
  • • Location barcode generation

Visual Put-Away Process

Receive Task

Check Location

Scan Location

Confirm

Returns & RMA Processing

Manage vendor returns, warranty claims, and defective merchandise with complete tracking and documentation.

Return Reasons

  • • Quality issues or defects
  • • Wrong item shipped
  • • Quantity discrepancies
  • • Damaged in transit
  • • Expired or near-expiry
  • • Specification mismatch

RMA Process

  • • Generate RMA number
  • • Document with photos
  • • Vendor notification
  • • Quarantine location
  • • Credit note tracking
  • • Replacement monitoring

Key Performance Indicators

Monitor and optimize your inbound operations with real-time metrics and analytics.

< 2 hrs
Dock to Stock Time
Average time from arrival to put-away
99.5%
Receipt Accuracy
Items correctly received first time
95%
On-Time Delivery
Vendors meeting delivery dates
< 1%
Return Rate
Items returned to vendors

Additional Metrics to Track

• Cost per receipt line
• Put-away productivity
• Receiving labor hours
• Vendor compliance rate
• Quality rejection rate
• Space utilization

Quick Reference - Common Tasks

Create PO from requisition

Documents → New → Purchase Order → Link Requisition

Process blind receipt

Inbound → New GRN → Manual Entry

View pending receipts

Inbound → Open Purchase Orders

Generate put-away list

Warehouse → Put-away Tasks → Print List