Can I define quantity tolerances in my Receiving process?

You can enforce an upper-limit tolerance in the max quantity of goods that your users can receive compared to the original quantity specified in a Purchase Order (PO). The Receiving Tolerance is defined as a percentage (%) value.

If the Receiving tolerance field is empty, the control will be disabled, allowing your users to receive items, without any upper-limit control versus what was originally ordered. For example, if the Receiving Tolerance limit is disabled, and you placed a PO for 100 units, any quantity (i.e. 10,000 units) of that item can be Received vs. that PO.

If a Receiving tolerance is defined, your users will only be able to receive the amount specified in the PO + the Tolerance. For example, if the Receiving Tolerance limit is 20%, and you placed a PO for 100 units, only up to 120 units can be registered as Received.

To define a Receiving item tolerance:

  1. Head over to your account Settings (top right gear icon ⚙️)
  2. Locate the Advanced Settings subtab.
  3. Scroll down to locate the Receiving section.
  4. By default, the tolerance field will be empty (disabled). Enter the new desired value in the Item Tolerance field
  5. Press the Save button on the top right corner of the screen.
Please note that Receiving Tolerances do not apply to users with Admin permissions. Users with Admin permissions can bypass this tolerance and Receive units without any upper-limit, as they have the authority to handle exceptions in the procurement process.

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