Viewing Receive History

ReceiveUpdated October 7, 2026 · Reviewed by Peasy Team

The Received view shows a log of everything you've already checked in. Use it to look back at past deliveries, verify what was received, correct mistakes, and review costs including freight.

How to Get There

Go to Receive in the sidebar, then switch to the Received (History) view.

What You'll See

Each row represents a single received line with details including:

  • Item Name — What was received
  • Item SKU — The item's SKU. Co-manufactured receipts show the finished product's SKU with an Output SKU badge.
  • Supplier Name — Who it came from
  • Location — Where it was received
  • Received Date — When it was received
  • Received — How many were received (shown as "X of Y" against the ordered quantity)
  • Pending — How many are still outstanding
  • Rejected — How many were rejected, if any
  • Unit — The unit it was received in
  • Unit Cost — The cost per unit at the time of receiving
  • Line Cost — Total cost for the line (unit cost multiplied by quantity). When freight is allocated, a "landed" subtext shows the line cost plus freight combined.
  • Freight Cost — Freight allocated to this line from the bill, shown separately (see below)
  • Supplier Lot ID — The vendor's lot number
  • Lot ID — Your internal lot number
  • Receiver — Who checked it in
  • Note — Any notes added during receiving

Editing Receive History

When you receive a PO line in a different family unit, the receipt's quantities and per-unit cost use that receiving unit. Its ordered and pending quantities are converted to the same unit for comparison. The purchase order keeps the original ordered unit. Enter delivered and rejected quantity corrections in the receipt's unit.

Receipt Documents

Open a saved received log to upload or review its documents. Click Upload to choose files with No type, or click its chevron and choose COA, BOL, Spec Sheet, or Other to open the file picker with that type. The same file appears on the related item family's Documents tab, the vendor's Documents tab when a vendor is recorded, and the lot view when the receipt has a lot ID. You can also open the received row in Inventory > History to find its documents at the bottom of the right-hand panel. The document follows the receipt's current relationships when they are corrected.

Use the document filter button to narrow the list by type. You can change a document's type later or download it from its row.

Most fields in receive history are editable. Click a cell to make changes. Editable fields include:

  • Received date, delivered quantity, and rejected quantity
  • Receiving location
  • Rejection reasons
  • Unit cost and freight cost
  • Supplier lot ID, lot ID, and notes
  • Custom fields (select, checkbox, and signature types)

When you make changes, a floating toolbar appears at the bottom of the table with Save and Discard buttons. Your edits are held in memory until you save, so you can update multiple fields across multiple rows before committing.

If a save fails, Peasy shows an error and keeps your unsaved edits in the table so you can try again without re-entering them.

Correcting a receipt's unit cost also updates completed work orders that used that lot: any production ingredient of that same item family logged from the receipt's lot picks up the corrected cost, and that work order's production total recalculates. This keeps a completed run's cost accurate when you fix a receiving mistake after the fact.

The same correction — and edits to a receipt's lot ID or received date — also refreshes the cost of goods sold (COGS) on sales lines sold from that lot, including lines on orders that are already invoiced. Fixing a receiving mistake flows all the way through to your sales margins and the month-end COGS report, so you never have to restate them by hand.

Lot numbers are free text, so an unrelated item can carry the same lot number. Correcting a receipt only updates ingredients and sales lines from the same item family as the receipt — a different product that happens to share the lot number keeps its own cost.

Changing a receipt's location corrects the original receiving history in place. It does not create an inventory transfer or a replacement receipt. Inventory History shows the same receipt at the corrected location, and Peasy recalculates on-hand inventory for both the old and new locations.

Fields that are not editable include item name, SKU, supplier, receiver, and calculated fields like line cost and pending quantity.

Freight Cost

The Freight Cost column shows how much freight has been allocated to each received line. This value comes from the bill linked to the receive.

  • When a linked bill has freight, Peasy records each new received line's share from the planned quantities of the PO lines covered by that bill. The cell shows the recorded amount, with the bill's freight total beneath it (e.g., "Bill freight: $25.00").
  • You can edit the freight cost on any line. This is useful when one item costs significantly more to ship than others.
  • Clearing the freight cost removes it from that received line. It does not restore the amount originally calculated from the bill.
  • Editing one line does not change the bill or the freight on other received lines. A later bill freight edit also leaves existing received lines alone.

When Use landed cost as work order input cost is on in Configure > Business, this recorded amount is included in new work order inputs that use the received lot. Editing the received line's freight also updates inputs already saved from that lot. With the setting off, freight edits do not reprice those inputs.

For more on how freight works, see Managing Bills — Freight Cost.

Row Actions

Click the three-dot menu on a row to access additional actions:

  • View credit request — Open the linked email in Outbox when the receipt created a vendor credit-request draft
  • Print Receive Log — Download a PDF of the receive record (available when a receive log template is configured)
  • Print Received Date Label — Download a date label for the received item
  • Delete — Remove the receive record (inventory is adjusted accordingly)

Filtering History

  • Date range — Look at a specific time period
  • Vendor — See everything received from one supplier
  • Item — Track receiving history for a specific product
  • Location — Filter by where items were received

Printing or Exporting Received Data

Use Print Receive Log from a row's three-dot menu when a receive log template is configured. For a spreadsheet or a broader filtered report, open Inventory > History, filter Transaction type to Received, add any date, vendor, item, location, or source filters, then click Reports > Current View to download a CSV.

Good to Know

  • This is a subset of the full Inventory History, which shows all types of inventory changes (not just receives).
  • Receive records include cost and freight information, so you can see what you paid for each delivery and how freight was allocated.
  • You can select multiple rows using checkboxes for bulk actions like printing or updating signature fields.

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