Contents
Appointments
Appointments track expected receipts when you do not need a formal purchase order. Use them for supplier drop-offs, recurring deliveries, consignment-style receipts, or other expected inbound stock that still needs to be planned and received.
Access: Inventory -> Management -> Appointments
Create an Appointment
- Open Inventory -> Management -> Appointments.
- Click Add Appointment.
- Complete the appointment header.
- Save the record, then open the line items page.
Header Fields
The appointment header can include:
- Supplier
- Carrier
- ShipVia
- Warehouse
- Scheduled date and time
- Reference
- Process No
- Packing List
- Supplier Invoice
- Commercial Invoice
- Receiving Instructions
- Job
The warehouse must be set before the appointment can be received.
Manage Line Items
Open the appointment and go to Line Items.
The line grid supports these core fields:
| Field | Use |
|---|---|
| Item ID | Item being expected |
| Units | Expected quantity |
| Unit Cost | Cost for the line |
| Amount | Calculated line amount |
| Received | Quantity already received |
| Packages | Package count |
| Serial / Lot | Serial or lot reference |
| Expire | Expiration date where needed |
| Special Instructions | Line-specific note |
Appointments calculate package values and line totals as line data changes. Completed appointments become read-only.
Receive from an Appointment
When the appointment is open, has a warehouse, and your account has receiving permission:
- Open the appointment Line Items page.
- Click Receive.
- Inventory Pro prepares the receiving transaction from the appointment.
- Finish the receipt from the receiving workflow.
Partial receiving is supported. If some quantity remains, the appointment stays open and the received quantity updates on the line items.
For the full receive transaction behavior, see Receiving.
Statuses and Filters
The list page uses these filter labels:
| Filter | Meaning |
|---|---|
| All | All appointments |
| Current | Open appointments that are not complete or canceled |
| Received | Completed appointments |
| Canceled | Canceled appointments |
Appointment records can also show more specific status text on the appointment itself, including open past-due and partial-receive variants.
Preview, Attachments, and Options
The appointment lines page can expose these tools:
- Preview for the printable appointment detail
- Image attachment view
- PDF attachment view
- Admin Options gear for appointment-specific settings
The list page also supports Print, CSV, and XLSX export.
Permissions
These permissions are confirmed on the appointment workflow:
| Permission | Controls |
|---|---|
| Create/Modify Appointment | Create and edit appointment headers |
| Maintain Appointment Lines | Add and update appointment line items |
| Positive Adjustment (Receiving) | Launch receiving from an appointment |
| Preview Appointment | Open the appointment preview |
If your account is restricted to a supplier session, you can edit only appointments for that supplier.
Alerts
Appointment alert names use the Appointment_ prefix.
Troubleshooting
| Issue | Check |
|---|---|
| Receive button is missing | The appointment is still open, a warehouse is assigned, and your account has Positive Adjustment (Receiving) permission |
| Appointment is read-only | Completed or archived appointments cannot be edited |
| Line item will not save | Verify the item is valid and not discontinued |
| Receive screen does not pre-load appointment lines | Check the related admin option that controls PO/Appointment receive pre-population |
Related Topics
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