Receive in three steps through quality control

The quality control stop is a location and a transfer, not an inspection application. WindoorERP creates a WH/Quality Control location and a Quality Control operation type; the transfer that uses them is an ordinary internal transfer with the ordinary fields. There is no checklist, no pass/fail field, no measurement to record, no quality alert and no inspector sign-off. The inspection is a human act, and what you do next is how its result is recorded: validate the transfer into stock to accept, or scrap or return what failed.

A separate Quality application exists in the wider product family and would add exactly those things — control points that fire on a receipt, pass/fail and measurement checks, and quality alerts. It is not part of this installation. The module is not present in the addons available to your database, and the Quality checkbox visible under Inventory ▸ Configuration ▸ Settings does not install it: ticking it opens an advertisement for a paid edition and installs nothing. If you need recorded, per-unit inspection results, note that the quality checks WindoorERP does ship attach to outgoing transfers of produced units and to on-site work — not to goods arriving from suppliers — so the honest answer for goods-in today is the three-step route plus a written note.

Every warehouse in this installation is set to Receive and Store (1 step), and Multi-Step Routes — the setting that offers anything else — is switched off. Receipts run from Vendors straight into WH/Stock in one hop, and the Inventory overview shows three cards, not five. So this article describes a configuration you can move to, not the one you are running.

Both locations sit beside WH/Stock under the warehouse rather than inside it. That is what makes goods in quality control count as on hand and yet be unreservable — deliveries and production draw from WH/Stock and its children only.

Confirming the purchase order creates one transfer, the receipt, destination WH/Input. Validate it against what was unloaded; the quantities you enter here are the ones the purchase order's Received column takes.

Validating the receipt creates the Quality Control transfer, already Ready. Each further transfer in the chain is created by validating the one before it, so at any moment there is exactly one open transfer to act on and no queue of documents waiting on each other.

Validate the quality control transfer when the goods have physically reached the inspection area. Then inspect. Then validate the Storage transfer for what passed; only at that moment does the material become available to reserve.

Recording a failure

Reduce the quantity on the storage transfer to what passed and answer the backorder question — the operation type ships with Create Backorder set to Ask, so accepting leaves a second transfer holding the rejected quantity in quality control, which is exactly where it should sit while it is decided. Then deal with it:

• Scrap — on the transfer, the gear menu beside the breadcrumb offers Scrap. It writes the quantity off to the inventory-loss location and leaves an auditable scrap order.
• Return — open the done receipt and use the Return button in its header, which appears only once a transfer is Done. This produces a reverse transfer back to the supplier.
• Accept anyway — validate the storage transfer for the full quantity and record the concession in the transfer's Notes or in its message thread, so the decision survives the person who made it.

Finding the second and third transfers

Not on the purchase order. Its Receipt smart button counts only the transfer the order itself created and stays at one whatever the mode. Use the Quality Control and Storage cards on the Inventory overview, or Inventory ▸ Operations ▸ Transfers ▸ Internal, or search on Source Document — every transfer in the chain carries the purchase order's reference.