Receiving Checklist Template
Receiving is where margin quietly leaks: shorts accepted by default, catchweights taken on faith, credits requested and never verified. This checklist checks the truck against what was ordered, logs every discrepancy with the driver present, and tracks each credit until it actually lands on an invoice.
Download CSV TemplateColumns in this template
- Header: date, vendor, invoice number, receiver — every dispute starts with these four fields
- Ordered vs received quantity per item — receiving against nothing is how every short becomes a surprise
- Catchweight actuals — weigh what is priced by weight; the case label is a claim, not a fact
- Temp and condition checks — refuse at the door, not after the driver leaves
- Credit requested and credit received — a requested credit is worth nothing until it lands
How to use it
- Print one per delivery and staple it to the invoice.
- Count cases and weigh catchweight items before signing anything.
- Get shorts and rejections written on the invoice while the driver is standing there.
- Log the credit request the same day, and check it off only when it appears on a future invoice.
- Review the credit column monthly — unlanded credits are the vendor's error rate becoming your food cost.
Templates are the manual version of this workflow. When the counts should come from your POS, the pars should recompute themselves, and the finished order should send itself to the vendor — that's LineNow. Free for 90 days, $100/month after.