How to receive goods in two steps (receive, then store)

In the two-step flow, goods first move from the vendor to the input location, where you count and sort them, and then to the stock location. Set the warehouse to Receive then Store (2 steps), validate the receipt, then validate the Storage transfer that Viindoo creates from the input location to stock.

Who	Users with the Inventory User access right. Changing the warehouse flow needs the Inventory Administrator access right.
App	Inventory ‣ Operations

Before you start

• Install the Inventory app.

• Turn on Multi-Step Routes (see How to choose the receipt flow of a warehouse).

• If you also install the Purchase app, Viindoo creates the receipt when you confirm a purchase order.

How do I set a warehouse to receive in two steps?

1. Go to Inventory ‣ Configuration ‣ Warehouse Management ‣ Warehouses and open the warehouse.

2. On the Warehouse Configuration tab, choose Receive then Store (2 steps) under Incoming Shipments, then click Save.

Viindoo turns on the input location of the warehouse (for example WH/Input) and the Storage operation type. To rename the input location or change its settings, go to Inventory ‣ Configuration ‣ Warehouse Management ‣ Locations and open it.

How do I receive goods from the vendor?

1. Create the receipt in Inventory ‣ Operations ‣ Transfers ‣ Receipts as for one-step receipts: choose the vendor, add the products and click Mark as Todo. The Destination Location is the input location.

   If you also install Purchase, the receipt is created when you confirm the purchase order.

2. Open the receipt from the Receipts card of the warehouse in Inventory ‣ Overview, check the Quantity and click Validate.

You should now see the receipt in the Done state: the goods are in the input location.

How do I store the goods?

When you validate the receipt, Viindoo creates a Storage transfer from the input location to the stock location. Its Source Document is the number of the receipt.

1. Go to Inventory ‣ Overview. The Storage card of the warehouse shows the transfer to process. You can also use Inventory ‣ Operations ‣ Transfers ‣ Internal.

2. Open the Storage transfer and click Validate.

You should now see the Storage transfer in the Done state: the goods are in the stock location and counted in the stock report.

Which fields matter?

Field	Effect	If wrong or empty
Incoming Shipments (warehouse)	Decides whether receipts end in the input location and create a Storage transfer.	With one step, goods go straight to stock.
Destination Location (receipt)	The input location until you validate the Storage transfer.	Goods stay in the input location and are not available for delivery from stock.
Source Document (Storage transfer)	The number of the receipt it follows.	Search with it to find the two transfers of one delivery from a vendor.

Common errors

Message	What to do
You can’t disable locations WH/Input because they still contain products.	You tried to go back to one step while goods are still in the input location. Validate the Storage transfers first, then change the flow again.
You cannot validate a transfer if no quantities are reserved, or if only non-reserved moves are picked.To force the transfer, encode quantities.	The Quantity of every line is zero. Enter the quantity, then validate again.

Version notes

The Storage transfer is created when you validate the receipt, not when the receipt is created. Until then, only the receipt appears in the Inventory overview.

Next steps

• How to receive goods in three steps (receive, check quality, then store): add a quality control step.

• How to move goods between warehouses with an internal transfer: move goods between locations and warehouses.

• How to configure putaway rules in a warehouse: choose the sub-location where the Storage transfer puts the goods.