How to Receive Inventory in Aligni

Requirements

• An Aligni account registered through the Opulo organization with Technican-level access
• Software Drivers for the Dymo 4XL Label Maker (download links below)
  • macOS (versions 13 and up)
  • Windows 10 and up
• A computer setup to print on a 4"x 6" thermal label page format
  • How to create a custom paper size in macOS (expand if needed)

    If you want to create a document that has a unique size, such as an envelope or card, first see if the paper size appears in the Paper Size pop-up menu.

    If not, you can create your own custom paper size. Custom paper sizes aren’t available for some printers or for all apps.

    Note: The following options might not be available for your printer or app. If these instructions differ from what you see onscreen, refer to the documentation that came with the app you’re using.

    1. Choose File > Print. If you see a Show Details button, click it to show all available options.

    2. Click the Paper Size pop-up menu, then choose Manage Custom Sizes.

    3. Click the Add button to add a new paper size, then specify the paper size you want.

    

    To create a new paper size based on an existing size, select a paper size in the list, then click Duplicate.

    To print to a custom paper size, choose it from the Paper Size pop-up menu in the Print dialog (choose File > Print). To set a document size to a custom paper size, choose it from the Paper Size pop-up menu in the Page Setup dialog (choose File > Page Setup).

    If a document is printing with incorrect margins or clipped text, try this:

    Click the Non-Printable Area pop-up menu, choose User Defined, then enter zero for the nonprintable margins. In some cases this allows the document margins to print as expected.

    Source: Apple Mac Help Support Docs

Definitions

• Inventory Unit:

  • A digital record in Aligni representing a physical item in stock. Created when an item is received or added manually.

• Inventory Location / Sublocation:

  • Physical or logical storage areas defined in Aligni where received units are stored.

• Asset ID:

  • A unique alphanumeric identifier generated by Aligni to track individual units (e.g., separate reels, trays, or packages).

Procedure

1. Navigate to the Purchase tab from the home page of Aligni

   

2. Click on the Purchase Order you wish to receive inventory against

   

3. Click Receive Inventory

   

4. In the Qty field of every non-material item (shipping, tax, bank fees, etc) enter the value 1

   

   The steps below assume a line item from the PO was delivered in multiple packages. If this is not the case, you simply type the line item's Order Quantity in the QTY text-field – and skip the next two steps.

5. Click this icon to open the Split utility's pop-up window

   

6. Enter the item quantity within each package into a separate text field

   

   • Note: In this example, we entered a value of 1 three times because we recieved 3 units of 3000-piece-pack.

     This will result in eventually creating a unique asset tag for each of the three 3000pcs bolt boxes.

   • Verify: if the line item has arrived in full, the total of all text fields must equal the order quantity.

   • Click Split when ready

7. Click the Datecode field and enter the date the item was received in yyyy-mm-dd format

   

8. Check the Generate Asset ID box if unique IDs are required

9. Click Commit Inventory & Print Labels

   

   If you do not need an asset tag for the received item(s), simply click Commit Inventory

10. Click the dropdown menu and select the 4x6 Asset Tag v3 option

    

11. Click this checkbox to select all pieces of inventory being received

    

12. Click Generate PDF

    

13. The asset tag(s) will now open in PDF format

    

14. Click Print from the top-right toolbar

    

15. Confirm the print utility's settings match the image shown below

    

    ONLY PRINT THE PAGE RANGE WITH LABELS ON IT

    Disreguarding this warning will result in the label printer printing out blank pages until it has printed 100 pages in total"

16. Click Print

17. Proceed to adhere the printed asset tags onto the appropriate pieces of inventory

Additional Notes

• Partial Shipments:

  • You can receive items against the same PO multiple times until the line item is fully received.
  • Once the recieved amount matches the order quantity, the line item closes and cannot be received again.
  • This is different than splitting – making use of this is helpful when a line item is fulfilled across a span of time.

• Corrections:

  • If you mistakenly receive inventory:

    1. Correct the item’s stock level in the Inventory tab.

    2. Update the PO line item’s “Received” column to reflect the correct received-to-date amount.

    Inventory logs cannot be edited or deleted — they act as an audit trail.

• Units of Measure:

  • Aligni always stores inventory in the item’s native unit of measure.
  • If the PO uses a different UoM, Aligni auto-converts and preserves the purchased UoM as a display field.

• Currency:

  • All inventory is valued in the site’s base currency.
  • Purchases in other currencies are converted at Aligni’s daily exchange rate (sourced from Google) unless you manually set another rate.