When you receive inventory-tracked items against the purchase orders (POs), they need to be checked into your inventory locations so Cloud can update the on-hand and available quantities.

The capabilities for receiving inventory-tracked items differ between Advanced Inventory and Basic Inventory.

There are two ways to check in inventory-tracked items.

To automate the check-in of inventory-tracked items, go to "Settings > Inventory > Settings" and enable the "Automatically check in tracked items to the default inventory location when a purchase order is marked as received" setting.

Also, select the default inventory location where the inventory-tracked items need to be checked in from the "Default inventory location to check in tracked items" dropdown.

Check out this article for more details.

If you don't want Cloud to automatically check in inventory-tracked items, disable the "Automatically check in tracked items to the default inventory location when a purchase order is marked as received" setting. Then do the following:

1/ Go to “Procurement > Purchase Orders” and click the PO with the inventory-tracked items.

2/ Update the “Received quantity” column if the PO is partially received and change the status to “Partially Received.”

If the entire quantity is received, change the status to “Received.”

3/ Once you change the status, you will see a prompt and the “Check in” button at the top of the PO.

4/ You have the option to skip the check-in, check in the items into the default location, or manually check them into various locations of your choice.

5/ If you want to check in the received items manually, click "Check in," and you will see a modal with all the items in the PO.

6/ Click "Check in" next to an item, and you will see the option to select the location and specify the quantity to check into the location.

If the inventory-tracked item is at a single inventory location, Cloud will automatically populate the location with the on-hand quantity.

7/ Click “Check in” to check in the item to the location.

8/ If you want to check in the item to another location, click "Add to other location" and check in the item.

In the following example, we are checking in 3 of the 5 items to Zone 1 and 2 of them to Zone 2.

With Advanced Inventory, you can use the Manual Check-In method described earlier for checking in inventory-tracked items with Basic Inventory.

Advanced Inventory offers an option to check in multiple or all received items at once.

Check out this article for more details.

If you are not using the Procurement functionality on Cloud, you can check in inventory-tracked items.

You can use a barcode or handheld scanner to check in multiple inventory-tracked items into the inventory locations.

1/ Go to “Inventory” and click “Receive items” in the top-right corner.

You will see a modal to use the barcode scanner.

2/ If you want to search for items, enter the name, UPC, or other codes to search for the item.

3/ Click "Select" next to the item, and this will open a modal to check in the item across multiple locations.

4/ Once you have specified the quantity and location, click "Check in & receive more" to start checking in the next item.

In the following example, we checked in an item to two locations.

If you want to check in a specific item:

1/ Click the 3-dot menu of the item.

2/ Click "Check in," and you will see a modal.

3/ In the modal, select the location and specify the quantity.

4/ Click "Check in."

You can use any of the methods described earlier for Advanced Inventory to check in items without using the Procurement functionality.