How the receiving worklist tracks a delivery — its two views, the order statuses and line stages a delivery moves through, and the QC and truck-inspection fields you record.
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A truck backs up to the dock with three pallets on it, and the person meeting it
needs to know exactly what to do with each one — book it in, hold it for a check,
or send it straight to a shelf. Receiving is where every delivery lands and works
its way to on-hand stock. It lists the orders you're expecting, tracks each one as
its goods arrive and clear quality control, and records the checks you run along
the way. Open
Receiving to read
along. Kitchen+
The receiving worklist
The worklist holds every order in the company you're working in that has reached a
stage the warehouse can act on. It opens on two views, and a tab switches between
them:
Calendar — the default. Each order sits on the day you expect it, one chip
per order, colored by its status. A line above the grid reads the month at a
glance — how many orders are expected, how many received, and how many
awaiting QC — and a Month / Week toggle sets how much you see at
once. Select a day number to open that day's orders in a panel, or a chip to open
the order.
Table — a straight list, newest order first. Each row shows the order number,
its status badge, and a line of detail: the vendor, the expected delivery date,
who requested it, and how many lines it holds. Sort by order number,
status, or expected delivery, with a direction toggle beside it.
Both views share the same filters above them:
Search by order number — narrows to orders whose number matches what you
type.
Filter by status — one order status, or All statuses. The worklist opens
on Approved orders, since those are the ones waiting on stock; widen it to see
orders earlier or later in their life.
Filter by receiving stage — narrows to orders that have a line at one receipt
stage: Awaiting QC, QC approved, Received, or Declined.
Filter by vendor and Filter by requester — narrow to one supplier or the
person who raised the order.
A Clear all link appears once any search, filter, or non-default sort is active
and returns the worklist to its opening state.
Order statuses through receiving
An order's status is derived from what has happened to its lines, never typed in.
The worklist shows the receiving arc of that status:
Approved — reviewed and receivable, with nothing booked in yet. This is where
an order enters the worklist.
QC in progress — stock has been booked in and at least one line is held for a
quality check.
QC rejected — received stock failed its QC check.
Pending storage — the stock passed QC and is waiting to be put away into a
location.
Partially received — the order's lines sit at different stages, with some
received and some still to come.
Received — every line has been received and put away, or the order was
completed in a connected Odoo account.
Opening one of these orders shows three cards — Order details, Truck
shipping, and Lines — with a link back to the full order in
Purchase orders, where every status,
including the ones before an order is receivable, is spelled out.
Some orders show but can't be received
Widen the status filter and you may see Pending, Rejected, or
Cancelled orders too. Open one and Receiving tells you it can't be received —
a pending order needs approving first,
and rejected or cancelled orders are out of the flow.
Line stages, from ready to received
Inside an order, the Lines card lists one row per product you ordered. Each row
carries a stage badge and an action that changes as the delivery works through
receiving. Booking a line in creates a , and the badge tracks that receipt's stage:
Ready to receive — nothing booked in yet. The row carries a Receive
button, and a QC required badge sits by the product name when the product must
always pass a check. See receive a purchase order.
Awaiting QC — received and held for a quality check. The row's button reads
QC review.
QC approved — cleared QC and ready to store. The button reads Assign
location, which is where the tracked lots are created.
Received — put away and on hand. The row now offers Details, a lot-label
print button, and, when supplier returns are on, Returns.
Declined — the receipt failed QC. The row keeps a QC details link to the
decision and its reason.
A received line also reads how much arrived against what was ordered — for example,
Received 80 of 120 — and the quantity QC approved when that differs.
QC review fields
Opening QC review on an awaiting-QC line shows the checks recorded at receipt —
whether the shelf-life and temperature checks passed, the temperature that was read,
and any notes or photos — above a decision form:
Decision — Accept or Decline.
Approved quantity — on an accepted receipt, the amount that clears QC and goes
on to putaway. It starts at the quantity received; lower it to hold part of the
delivery back.
Shelf life checked and Temperature checked — mark which checks you ran.
Ticking Temperature checked adds a required Temperature reading and its
Unit.
Reason for declining — required when you decline, so the record carries why.
QC notes — anything else worth keeping on the receipt.
Photos — up to 5 images of the goods.
A short line at the top of the form carries the numbers you're deciding against: the
quantity Expected and Received, the product's shelf life and its shelf life
required at the dock, and its maximum temperature. See
run QC on a receipt for the full walkthrough.
Truck inspection fields
The Truck shipping card holds one per inbound load. Each record keeps:
Order / invoice number, Supplier name, Transport carrier, and Driver
name — all required, so the load is tied to its paperwork.
Trailer conditions — one or more of Satisfactory, non-refrigerated,
Satisfactory, refrigerated, Unsatisfactory, Damaged, or
Contaminated.
Trailer set point (°F) — the temperature the trailer's cooling unit was set to
hold the load at in transit.
Trailer temperature (°F) — the reading taken when the trailer opened at the
dock.
Seal number and Notes — optional, for the seal on the door and anything
else worth recording.
The steps in receiving are separate rights, set per role under Warehouse &
Inventory in the permission catalog:
Receive purchase orders — book a line's stock in against the order.
Review quality checks — accept or decline a receipt held for QC.
Create stock items — put a QC-approved receipt away, which is the step that
creates its tracked lots.
View stock locations — needed to pick a destination during putaway.
View truck shipping — see an order's truck records, with Create truck
shipping, Edit truck shipping, and Delete truck shipping to add, change,
or remove them.
Opening Receiving needs at least one of Receive purchase orders, Review
quality checks, Create stock items, or View truck shipping — otherwise the
page redirects to an unauthorized notice. Supplier returns are governed by their own
permissions, covered under return stock to a
supplier.
