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SOP: Receiving Inventory Into Your Warehouse

To track and receive items using the Receiving Report and Shipment features in Luminous.

Heidi Hatch avatar
Written by Heidi Hatch
Updated over a week ago

🧾 Purpose

To track and receive items on partial shipments without manually editing purchase orders (POs), using the Receiving Report and Shipment features in Luminous.


✅ PART 1: Receiving Items from Multiple POs Without Editing POs

1. Open Receiving Module

  • Navigate to the Receiving tab in Luminous.

  • Click “Create Receiving Report.”

2. Select Source

  • In the Filter by section, select “Purchase Order.”

  • Choose the PO you are receiving items from (e.g., PO-52, PO-53).

3. Populate Received Quantities

  • The system will show all items from the selected PO(s).

  • Adjust the quantity to match what you actually received.

    • Example: If you only received 5 out of 10, change quantity to 5.

  • Delete any line items for SKUs that were not received at all.

4. Add Items from Additional POs (if applicable)

  • Search for the second PO, and select that option.

  • Select the appropriate products and delete those you will not be receiving.

5. Specify Warehouse

  • Choose the warehouse receiving the goods (e.g., Main Warehouse 1).

6. Submit

  • Click Submit to complete the receipt.

  • The PO(s) will automatically reflect updated “Received” quantities.

✅ Example Outcome:

  • PO-52 now shows 5/10 received

  • PO-53 now shows 1/1 received


🚚 PART 2: Tracking Partial Shipments

1. Go to Purchase Orders > Shipments

  • Click into the Purchase Order tab.

  • Navigate to the “Shipments” sub-tab.

2. Create a New Shipment

  • Click “Create Shipment.”

  • Select the relevant PO (e.g., PO-52).

  • Toggle off any products you are not shipping now.

  • Add estimated shipment cost, choose warehouse, and fill in shipment details.

3. Reference the Shipment

  • Add a Reference Number (e.g., “PO 52 - Shipment 1”).

  • Submit to create the shipment record.

  • Creating Shipments is useful for tracking the movement of certain products within a Purchase Order.


📥 PART 3: Receiving Items by Shipment Reference

1. Create Receiving Report

  • Go back to the Receiving tab and click “Create Receiving Report.”

2. Filter by Shipment

  • Choose “Shipment” as the filter type.

  • Enter the shipment reference number (e.g., “PO 52 - Shipment 1”).

3. Receive the Shipment

  • Update quantity received and warehouse info.

  • Add any relevant details (date received, who received it, etc.).

  • Submit the receipt.

✅ Final Outcome:

  • The original PO (e.g., PO-52) is automatically updated to reflect received quantities.

  • You do not need to manually edit the PO.


🔁 When to Use Each Flow

Scenario

Use Receiving Only

Use Shipment + Receiving

Supplier sends part of PO, no shipment tracking needed

You want to track the movement of goods (dates, costs, references)

Supplier sends items from multiple POs at once

✅ (for full visibility)


💬 Notes

  • This process gives better visibility into which SKUs were received and when.

  • Helps avoid manual PO edits while supporting partial deliveries.

  • Especially useful for internal audits and warehouse coordination.

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