1. Business Scenario Examples

As a key step in the standard procurement process, after purchasing Products, companies must store them in one or more designated Warehouses. When creating an Inbound Order, first select the destination Warehouse, then choose the Products to be received and set the inbound quantity for each Product to generate the Inbound Order. Like Sales Orders, Product inbound can be configured to require a formal approval workflow before the Products are stocked.

Managing Inbound Orders helps administrators track product procurement and inbound status.

2. Create a New Inbound Order

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• Go to the CRM and open Inbound Orders to access the Inbound Order list.
• Click the New button at the top right to create an Inbound Order using a preset Record Type or a custom Record Type.

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• When creating an Inbound Order, specify the Warehouse (Inbound Warehouse), Record Type, and other required fields.
• You can add Products to the Inbound Order by adding Products directly, or by adding by Batch or by Serial Number.
• When you add by Products, the Products list opens. Select Products and enter the inbound quantity. For Products with Batch or Serial Number management enabled, you must also provide the Batch or Serial Number for inbound.
• When you add by Batch, the Batch list opens. After selecting a Batch, the system automatically fills the Inbound Order product lines with the selected Batch and its associated Products; you only need to enter quantities.
• When you add by Serial Number, the Serial Number list opens. The system filters out serial numbers that are already linked to Inventory or marked as “Occupied” or “Used.” After selecting Serial Numbers, the system automatically fills the Inbound Order product lines with the selected serial numbers and their associated Products; quantity for each serial number is fixed at 1.
• After confirming the Inbound Order, the system increases the actual Inventory of the inbound Warehouse.

3. System-Automated Creation of Inbound Orders

Inbound Orders serve both as business documents and as system-level documents. Any business document that increases Inventory will ultimately map to an Inbound Order. The system automatically generates Inbound Orders to increase Inventory for scenarios including, but not limited to:

• Transfer Order: After a Transfer Order is confirmed inbound, the system automatically generates an Inbound Order with Record Type = Transfer Inbound.
• Inventory Check Sheet: When an Inventory Check results in an Inventory Gain, click to generate an Inventory Gain Inbound Order; the system will create an Inbound Order with Record Type = Inventory Gain.
• Return Order: When a Return related to a Shipping Order is confirmed, the system automatically generates an Inbound Order with Record Type = Return Inbound.
• Spare Parts Consumption: If spare parts come from the spare-parts Warehouse and the consumption method is “Old-part Recovery,” confirming consumption causes the system to automatically generate an Inbound Order of the spare-part Record Type.
• Custom Objects: If a custom object needs to increase Inventory, create (manually or via function) and link an Inbound Order to increase the Inventory of the specified Warehouse.