Cloudy Business Ops 360 Knowledge Base

Incoming Shipment

An Incoming Shipment represents a delivery of goods or materials coming into your organization — either from a vendor (based on a Purchase Order) or as returned goods from a customer (Sales Return). In Cloudy Business Ops 360, the Incoming Shipment record acts as a tracking entity that helps you plan for inventory updates, warehouse operations, and receiving activities.

To learn how to create an incoming Shipment in the system, see Incoming Shipment Creation section below.

Why Incoming Shipments Are Important

• Streamline Receiving Process – Know when goods are expected and prepare warehouse resources.
  
• Improve Inventory Accuracy – Update stock levels as soon as shipments are received.
  
• Enhance Visibility – Track open shipments and their status in real time.
  
• Support Returns Management – Handle incoming customer returns efficiently.

How Incoming Shipments Work in Cloudy Business Ops 360

1. Creation
   
   • System-generated when a Purchase Order is confirmed and goods are expected.
     
   • Can also be manually created for ad-hoc shipments or customer returns.
     
2. Tracking & Planning
   
   • Warehouse managers use Expected Delivery Date to schedule unloading and inspection resources.
     
   • Status and checkboxes (Received?, Partial Delivery?) are updated as the shipment progresses.
     
3. Receiving Process
   
   • Once goods arrive, check Received? or Partial Delivery? to reflect the status.
     
   • If damaged items are found, mark Damaged Goods? and record discrepancy for vendor follow-up.
     
   • Inventory is updated automatically when marked as Received.

Best Practices

• Keep Status & Checkboxes Updated – Ensures visibility for procurement, warehouse, and finance teams.
  
• Use Partial Delivery Checkbox – Helps track pending quantities still in transit.
  
• Perform Quality Check – Mark Quality Check Done? only after inspection is complete.
  
• Monitor Damaged Goods – Keep accurate records to claim vendor credits or initiate returns.

SEE ALSO :

_____👉 Incoming Shipment Creation

_____👉 Purchase Order

_____👉 Sales Return