Inbound Deliveries

Inbound Deliveries represent the receipt of goods and services from suppliers and are the primary inventory transaction document in the purchasing process.

When an Inbound Delivery is confirmed, inventory transactions are created and stock levels are increased. Inbound Deliveries also provide the final cost information required for inventory valuation and accounting.

Inbound Deliveries sit between purchase ordering and supplier invoicing in the procurement workflow.

Overview

Inbound Deliveries can be created:

• From an Inbound Order
• From an Inbound Invoice
• Manually

They are used to:

• Receive products from suppliers
• Increase inventory stock levels
• Record inventory costs
• Generate accounting updates
• Support imports and customs processing
• Manage retail inventory valuation

Where Inbound Deliveries Fit in the Purchase Process

Alternative paths:

Invoice Received First

Manual Delivery

Delivery List and Navigation

The Inbound Deliveries list allows users to:

• View deliveries
• Search deliveries
• Filter deliveries
• Download delivery list
• Sort deliveries
• Open existing deliveries
• Create new deliveries

Creating an Inbound Delivery

Available Creation Methods

From an Inbound Order

Recommended method for receiving goods against a purchase order.

Benefits:

• Copies supplier information
• Copies ordered items
• Copies planned quantities
• Preserves purchasing traceability
• Carries forward optional batch information

From an Inbound Invoice

Useful when supplier invoices are received before goods receipt processing.

Manual Creation

Allows users to receive goods without a source document.

Typical scenarios:

• Emergency purchases
• Legacy transactions
• Inventory corrections
• Direct supplier receipts

Delivery Header

The delivery header contains supplier and receipt information.

Typical fields include:

Inventory Impact

Goods Receipt

When an Inbound Delivery is confirmed:

• Inventory transactions are created
• Stock quantities increase
• Warehouse balances are updated
• Inventory valuation is updated
• Cost information becomes available throughout Numera

Accounting Integration

Inventory Cost Updates

Inbound Deliveries provide the actual cost information used for inventory valuation.

When Accounting is active:

• Inventory values are updated
• Journal entries are updated
• Cost of Goods calculations become more accurate
• Financial reports reflect current inventory costs

Delivery Variants

Numera supports specialized Inbound Delivery workflows depending on the type of purchase and receiving location.

Domestic Purchases

Standard purchasing workflow used for local suppliers.

Cost calculation may include:

• Item Cost
• Shipping Costs
• Additional Purchase Costs

Imports and Customs Processing

For imported goods, additional cost information can be recorded.

Customs Coefficients

Used when customs authorities assess imported product values differently than supplier invoice values.

This allows inventory valuation to reflect customs-adjusted values where required.

Tariff Rates

Users can record customs tariff percentages and duties applicable to imported products.

Brokerage Costs

Additional costs charged by customs brokers, freight forwarders, or clearing agents.

Landed Cost Calculation

Import inventory costs may include:

• Purchase Cost
• Shipping Cost
• Customs Duties
• Other Import Charges

Retail vs Non-Retail Deliveries

Numera supports different inventory valuation approaches depending on where inventory is received.

Non-Retail Locations

Examples:

• Warehouses
• Distribution Centers
• Manufacturing Facilities

Inventory is valued primarily using:

• Cost of Goods
• Landed Costs
• Import Costs

Retail Locations

Examples:

• Retail Stores
• Showrooms
• POS Locations

For retail inventory, users provide:

• Retail Prices
• Retail Markup Rates

The system calculates:

• Retail Inventory Value
• Expected Retail Margin
• VAT Components

Retail Pricing

Users may:

Enter Retail Price Directly

Enter Markup Percentage

Delivery Lines

Inbound Delivery lines contain:

• Item
• Quantity Received
• Unit Cost
• Tax Information
• Warehouse
• Batch Information

For batch-managed items, users can review or modify batch information carried over from the Inbound Order.

Batch and Lot Information

If batch information was entered during the Inbound Order stage, it is automatically transferred to the Inbound Delivery.

Benefits include:

• Faster receiving process
• Reduced manual entry
• Improved traceability
• Better inventory control

Users may still modify batch information before confirmation.

Future Deliveries

Numera supports inbound deliveries with future delivery dates.

This allows businesses to:

• Plan stock
• Plan future shipments
• Prepare for supplier deliveries in advance

Example

Today: Create an inbound delivery for next month.

Result:

• Incoming stock is planned based on future delivery date.
• Physical inventory remains unchanged until delivery confirmation.
• Stock is increased only after inbound delivery is confirmed.

Confirming Deliveries

Finalizing Goods Receipt

When an Inbound Delivery is confirmed:

• Inventory transactions are created
• Stock quantities increase
• Inventory valuation is updated
• Accounting information is updated
• Cost calculations become available

Editing Confirmed Deliveries

Editing rules follow the standard delivery transaction rules.

After confirmation, only limited header information can be modified. Changes affecting inventory quantities, costs, pricing, taxes, batch information, or other inventory-impacting data are restricted and generally require the delivery to be cancelled and recreated, depending on company configuration and user permissions.

These restrictions help maintain accurate inventory valuation and accounting records.

Delivery Status Lifecycle

Alternative path:

Status Definitions

Draft

Delivery is being prepared.

No inventory impact.

Future Delivery

Delivery is planned for a future date.

Incoming Inventory has been planned.

Stock has not yet been updated.

Pending Delivery

The planned delivery date has passed, but the goods have not yet been received.

Inventory remains as planned stock and contributes to ATP calculations.

Stock will be updated only after the delivery is confirmed.

Delivered

Delivery has been confirmed.

Inventory transactions have been recorded.

Stock has been updated.

Cancelled

Delivery has been cancelled.

Inventory transactions have been reversed.

The document remains available for audit purposes.

Delivery Documents

Numera provides multiple PDF documents depending on the type of Inbound Delivery.

Best Practices

Related Documentation

Key Concepts

• Inbound Deliveries create inventory transactions.
• Confirmed deliveries increase stock levels.
• Inventory valuation is established during goods receipt.
• Accounting receives updated inventory cost information.
• Import purchases support customs coefficients, tariffs, and brokerage costs.
• Shipping and import tariffs become part of inventory valuation.
• Retail inventory supports markup and retail pricing calculations.
• Multiple PDF documents are available depending on delivery type.
• Batch information can be carried forward from Inbound Orders.
• Inbound Deliveries are the primary goods receipt document in Numera.