Business Use Case Examples

As a critical step in the standard procurement process, after purchasing products, businesses need to store them in one or more designated Warehouses. When creating an Inbound Order, you first select the target Warehouse, then choose the Products to be stocked, specify the inbound quantity for each Product, and generate the Inbound Order. Similar to Sales Orders, product inbound can be configured to require strict approval before completion.

Managing Inbound Orders helps administrators track procurement and inventory stocking activities.

Creating a New Inbound Order

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• Navigate to the CRM, click Inbound Order, and access the Inbound Order list page.
• Click the New button in the upper-right corner to create an Inbound Order with either a preset or custom Record Type.

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• When creating an Inbound Order, you must specify the target Warehouse (i.e., inbound Warehouse) and the inbound type.
• Products for the Inbound Order can be added via:
  • Product Selection: Opens the Products list page. After selecting Products, enter the inbound quantity. For Products with batch or serial number tracking enabled, provide the corresponding batch or serial number.
  • Batch Selection: Opens the batch list page. Selected batches and their associated Products are automatically added to the Inbound Order. Only the quantity needs to be entered.
  • Serial Number Selection: Opens the serial number list page (filtered to exclude serial numbers already linked to Inventory or marked as “Occupied” or “Used”). Selected serial numbers and their associated Products are added automatically, with the quantity fixed at 1.
• Once confirmed, the Inbound Order increases the actual Inventory of the target Warehouse.

System-Automated Inbound Order Creation

Inbound Orders serve as both business documents and system-level records. Any business document that increases Inventory will trigger the system to automatically generate an Inbound Order, including but not limited to:

• Transfer Order: Upon transfer confirmation, the system generates an Inbound Order with the “Transfer Inbound” Record Type.
• Inventory Check Sheet: When an Inventory Check results in an Inventory Gain, clicking “Generate Gain Inbound Order” creates an Inbound Order with the “Gain Inbound” Record Type.
• Return Order: For returns based on a Shipping Order, confirmation generates an Inbound Order with the “Return Inbound” Record Type.
• Spare Part Consumption: If the spare part source is a spare parts Warehouse and the consumption method is “Old Part Recovery,” confirmation generates an Inbound Order with the “Spare Part” Record Type.
• Custom Objects: To increase Inventory via custom objects, manually or programmatically create an Inbound Order and associate it with the relevant Warehouse.