Store Settings for Receive Date Editing
There are two settings within the eGenuity Software to control the available receive date options.
Open eGenuity software
Select System Maintenance from the top panel menu
Select My Business from the left side panel
Select the Stores Icon
Enter the Store Number in the Search field
Double click on the store to open the settings
Select the Inventory Tab
Is Current Effective Date Forced?; if selected all inventory would be received on the current date and cannot be changed. If you wish to be able to edit receiving dates, this box should NOT be selected.
Is Current Effective Date This Month?; if selected this option allows you to receive items for the current month or future month.
Once fields are updated click Save.
Receiving Inventory
Open eGenuity software
Select Inventory Management from top panel menu
Select Purchasing/Receiving from the left side panel
Click on Receive Order icon
Note: After delivery, receive inventory into the system
a. Vendor: Select desired vendor from the drop-down menu
b. Select Load (Ctrl+L)
• Note: If Receive Date is different from the current date, adjust by using the drop-down calendar. If the Receive data is greyed out and does not allow for editing see the above section for receiving dates.
i. Vendor Quantity Received: If quantity received is different from amount ordered, manually enter the quantity. If the quantity matches the amount ordered, click Receive All Items (Ctrl+L) to automatically populate the field(s)
c. Save (F5)
d. Select Report to open a print preview window of the Receive Purchase Order Inventory Report.
e. Close (Esc) when completed
