Walkthrough · 5 min read
How to Handle Goods In/Out
Receiving stock against a purchase order, and dispatching a finished order to your customer — what each screen actually does behind the button.
Goods in and goods out are opposite ends of the same idea: stock arriving from a supplier against a purchase order, and finished orders leaving to a customer. Neither one is a single button click for the whole order — both are designed around receiving or shipping exactly what's actually ready, line by line.
Goods in: receive a purchase order
Open the purchase order from Purchase Orders and click Receive Stock. Each line defaults to its full remaining quantity, but you can edit it down — this is built for partial deliveries, not just whole-order receipts. Pick which stock location the goods are going into (required), and for anything lot- or serial-tracked, record the batch/serial number and expiry date (it'll suggest one automatically from the product's shelf life if you leave it blank).
Confirm Receipt posts the stock in and updates the line. The PO itself shows "Partially Received — N line(s) outstanding" until every line is fully in, at which point it's marked fulfilled — and you'll see whether it arrived on time or late against the expected delivery date.
Tip
There's no inspection or pass/fail field built into the receiving screen itself. If something arrives faulty, use Report an Issue anywhere in the app to raise a non-conformance and link it straight to that purchase order — keeps a goods-in rejection as its own traceable record rather than a note buried in the PO.
Goods out: dispatch a sales order
Dispatch notes aren't something you create by hand — one's generated automatically the moment an order's ready to ship: instantly for anything bought-in with no manufacturing step, or the moment every step on its job card is completed on the shop floor. You'll find them in Shipping & Dispatch, split into Pending Dispatch and Dispatched.
Shipping & Dispatch
Dispatch notes generated automatically once an order is ready to ship — manufactured items on final-step completion, bought-in items immediately on booking.
Pending Dispatch (1)
DN-2026-0187
Thackeray Rail Systems Ltd
SO-2026-0842
Deliver To
Unit 4, Sidings Road, Doncaster, DN4 5JB
Contents
Laser-Cut Bracket Blank Type 4B (IM-0044)
DN-2026-0181
Midland Automotive Pressings
SO-2026-0829
Deliver To
12 Fordhouse Road, Birmingham, B6 7DA
Add tracking and mark it dispatched
On a pending dispatch note, set the carrier and tracking number, then Save. Copy Customer Tracking Link gives you a link you can email or text straight to the customer — no login needed on their end, just a live progress bar through Order Confirmed → In Production → Manufacturing Complete → Shipped.
When it's physically gone, click Mark Dispatched. This also flips the linked sales order to fulfilled — the two are tied together, so you won't end up with a dispatched note against an order that still shows as open.
Watch out for this
Dispatch is all-or-nothing per order — there's no way to part-ship, and if any lot/serial- tracked line doesn't have enough available stock to cover its full ordered quantity, the whole dispatch is blocked rather than letting the rest go out short. If an order genuinely needs to ship in two batches, that's a case for two separate sales orders rather than one split dispatch.
Where this fits with everything else
Goods in closes out the purchase order from creating your first quote, sales order, invoice & PO. Goods out is the very last step of that same sales order, once the manufacturing route behind it is complete.
Still stuck?
Email hello@manufacturerp.co.uk and a real person will help — not a ticket queue.