After an item has been ordered and arrives in the lab, it is time for the Lab Manager, the requester, or other users with receiving privileges to Receive the item. Receiving an item places the item into the Inventory Lab so that it becomes part of the searchable and usable items list in Inventory. Receiving an item includes adding the Item Location (where it can be found in the lab when a member wants to use it) and Quantity (how much of the item is available for use).
The Orders Page includes a Status filter and an option to view Ordered items. When filtering on Ordered items, the items will display on the results page with an option to Mark Received and View the item.
Selecting Mark Received displays a window with an option to indicate who will be receiving the item; I will add this item to Inventory or Someone else will add this item to Inventory. If assigning someone else to add the item to Inventory, the menu will include users assigned the role of Lab Manager, the item requester, or other users that have been assigned the permission to receive all orders. Click here to learn more about Inventory user roles and permissions.
Also part of the Mark Received window is the option to update the Quantity and Units received, as well as assigning the Location of the item. Click on Cancel or the X in the window to return the prior screen. This does not formally cancel the order and instead just closes the window.
If selecting Mark Received and Update, the Edit Inventory Item screen appears which will allow you to update other Inventory Item fields before receiving it.
Viewing the item displays the full Order Request Form with an additional option at the top of the page to Mark Received or Cancel the order. Selecting either option displays the same confirmation window noted above.