How do I track assets and inventory through Receiving?

When your company receives an asset or inventory item, record the transaction in Tracmor as follows, after navigating to the Receiving tab and clicking Schedule Receipt: 

  • Sender Information. This is the address and contact information for who the shipment is from.
  • Recipient Information. This is the address and contact information for who the shipment is to.
  • Receipt Information. This includes the receipt number, note, and Date Due.

    Note: Requirements for receipt information are set by a user with administrator permissions in the Admin tab under Shipping/Receiving. The receipt number may be auto-generated by Tracmor, or it can be a custom number, depending on the setting. 
  • Assets to receive. Select an asset (or create a new one from an existing model (if needed) to add the received item into Tracmor.
  • Inventory to receive. Add inventory (be sure to create an inventory code in advance) to  add the received item into Tracmor.
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