To track and receive items using the Receiving Report and Shipment features in Luminous.
🧾 Purpose
To track and receive items on partial shipments without manually editing purchase orders (POs), using the Receiving Report and Shipment features in Luminous.
✅ PART 1: Receiving Items from Multiple POs Without Editing POs
1. Open Receiving Module
- Navigate to Inventory > Receiving in Luminous.
- Click “Create Receiving Report.”
2. Select Source
- In the Search section, select “PO.”
- Choose the PO you are receiving items from (e.g., PO-52, PO-53).
3. Populate Received Quantities
- The system will show all items from the selected PO(s).
- Adjust the quantity to match what you actually received.
- Example: If you only received 5 out of 10, change quantity to 5.
- Delete any line items for SKUs that were not received at all.
4. Add Items from Additional POs (if applicable)
- Search for the second PO, and select that option.
- Select the appropriate products and delete those you will not be receiving.
5. Specify Warehouse
- Choose the warehouse receiving the goods (e.g., Main Warehouse 1).
6. Submit
- Click Submit to complete the receipt.
- The PO(s) will automatically reflect updated “Received” quantities.
✅ Example Outcome:
- PO-52 now shows 5/10 received
- PO-53 now shows 1/1 received\
🚚 PART 2: Tracking Partial Shipments
1. Go to Purchase Orders > Shipments
- Click into the Purchase Order tab.
- Navigate to the “Shipments” sub-tab.
2. Create a New Shipment
- Click “Create Shipment.”
- Select the relevant PO (e.g., PO-52).
- Toggle off any products you are not shipping now.
- Add estimated shipment cost, choose warehouse, and fill in shipment details.
3. Reference the Shipment
- Add a Reference Number (e.g., “PO 52 - Shipment 1”).
- Submit to create the shipment record.
- Creating Shipments is useful for tracking the movement of certain products within a Purchase Order.
📥 PART 3: Receiving Items by Shipment Reference
1. Create Receiving Report
- Go back to the Receiving tab and click “Create Receiving Report.”
2. Filter by Shipment
- Under Search, choose “PO Shipment”.
- Enter the shipment reference number (e.g., “PO 52 - Shipment 1”).
3. Receive the Shipment
- Update quantity received and warehouse info.
- Add any relevant details (date received, who received it, etc.).
- Submit the receipt.
✅ Final Outcome:
- The original PO (e.g., PO-52) is automatically updated to reflect received quantities.
- You do not need to manually edit the PO.
🔁 When to Use Each Flow
| Scenario | Use Receiving Only | Use Shipment + Receiving |
| Supplier sends part of PO, no shipment tracking needed | ✅ | ❌ |
| You want to track the movement of goods (dates, costs, references) | ❌ | ✅ |
| Supplier sends items from multiple POs at once | ✅ | ✅ (for full visibility) |
💬 Notes
- This process gives better visibility into which SKUs were received and when.
- Helps avoid manual PO edits while supporting partial deliveries.
- Especially useful for internal audits and warehouse coordination.