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

There are two ways to check in stock items.

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

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

Check out this article for more details.

If you don't want Cloud to automatically check in received items, disable the "Automatically check in stock 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 stock items.

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

If all 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 the received items into the default location, the Warehouse, 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 stock 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, some quantity of the item is available in Zone 1. We are checking in 3 of the 5 items to Zone 1 and 2 of them to Zone 6.

If you are not using the Procurement functionality on Cloud, you can check in received items in two ways.

You can use a barcode or handheld scanner to check in multiple stock 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/ Click "Use handheld scanner or search by name" if you want to use other methods to check in.

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

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

5/ 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."