---
title: Managing Deliveries and Inventory Lifecycle
slug: neurons-for-itam/help/enu/latest/managing-deliveries-and-inventory-lifecycle
createdAt: 2026-07-06T09:08:29.915Z
---

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## To add an invoice to a purchase order

You can associate one or more invoices with a purchase order to help you to track the invoices from your vendor and highlight any differences between the total cost from all of the invoices and the expected cost that was recorded on the purchase order.

1. Open the required purchase order, and click the **Invoices** tab.
2. Click **New Invoice**. The new invoice dialog displays with the Purchase Order field completed.
3. Enter the **Invoice Number** from your vendor.
4. Optionally, enter the **Invoice Date**, **Freight Charge**, and the **Invoice Total**, then click **Save**.

The invoice is added to the purchase order and to the **Invoices** workspace. The **Invoice Total** on the purchase order updates to show the sum of the invoice totals from all of the invoices associated with the purchase order.

:::hint{type="info"}
If the invoice totals from all of the invoices associated with the purchase order do not add up to the **Total Cost** of the purchase order, the **Invoice Total** label is highlighted in red.
:::
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:::ExpandableHeading
## To add a shipment to an invoice

You can associate one or more shipments with an invoice. Shipments enable you to specify a destination location and storage space for the shipment, so that you don't need to specify this individually for each delivered asset.

Shipments that you add to an invoice also display in the **Shipments** workspace, where you can manage them.

1. Open the **Invoices** workspace.
2. Double-click an invoice in the list view to open it.
3. Under the **Shipments** tab, click **New Shipment**.
4. Enter the **Shipper** and **Shipment Number** that was provided by the vendor.
5. If your shipper has provided tracking information, add the **Tracking Number** and the URL for their **Tracking Site**. If the URL to track your shipment is created by appending the tracking number to the URL provided in the **Tracking Site** field, click the **Append Tracking Number to URL** check box. **Click Here** displays under the Tracking Site field. Clicking this link opens the tracking site in a new tab.
6. Enter the **Destination Location** and **Destination Storage Space**.
7. Click **Save**. The shipment is added to the invoice.
:::

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## To take delivery of an asset

When the ordered assets arrive, you can manage their delivery and storage from the **Assets** tab on the Purchase Order, Invoice, or Shipment workspace as needed.

1. Open the appropriate purchase order, invoice, or shipment, then click the **Assets** tab. The template asset records for the ordered items are displayed if you're using a purchase order.
   If you're using an invoice or a shipment, link the required assets by clicking **Link**. You can link all of the assets on a purchase order to an invoice by clicking **Add All PO Assets** at the top of the form, or you can link all of the assets on an invoice to a shipment by clicking **Add All Invoiced Assets** at the top of the form.
2. Select the assets that have been delivered and click **Take Delivery**. You can do this for individual hardware assets and consumables, or on a selection. The enter dialog displays.

:::hint{type="info"}
The **Take Delivery** button is available only if hardware assets already have their **Serial Number** set. To add the serial number, double-click the asset and open the edit dialog. The Take Delivery button is always available for consumables, even though they don't have serial numbers.
:::

3. Use the **Condition** drop-down to select the condition that the asset was in when you received it.
4. If you're taking delivery from a purchase order or an invoice, set the **Location** and **Storage Space** where you've placed the asset, then click **OK**.
   If you're taking delivery from a shipment, these fields are not displayed, as they are populated using the values from the shipment. The **Status** for the asset updates to **In Stock**.
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## Taking delivery via the smartphone app

You can use the Ivanti Neurons ITSM & ITAM smartphone app to take delivery of hardware assets that are line items of a purchase order. Use the app to scan asset barcodes into the database at the point of delivery.

This feature is available as part of the latest version of the app. For details about downloading and setting up the app for use in your organization, see [Mobile app](docId\:kctbeqrPq1VY02kLu-yf-).

**Getting started**

Before you can take delivery via the app, complete the following steps:

- **Important**: After app setup is complete, contact Ivanti support and ask that they turn on the **EnableReceivingNewAssets** feature on your ITAM Cloud or On-Premises tenant. You can't take delivery via the app if this feature isn't enabled.
- Ask the Asset Administrator to assign you the **Mobile Asset Manager** user role to use the app.
- Create and save a purchase order in ITAM with one or more hardware line items as described in the procedure above. When adding each hardware line item, fill in the fields for **Item Name**, **Type**, **Sub Type**, **Quantity**, and **Cost Per Unit**. The product automatically calculates the **Total Cost**. Leave the **Create Asset** check box selected to create template asset records once the order is submitted.
- Submit the purchase order for approval. This action will update the order to **Approved** status, and the template asset records will display under the **Asset** tab with a status of **On Order**.
- Define a delivery location with a storage space within ITAM. For details on setting up both, see [Locations and storage spaces](docId\:Nctq0Pcdj-T9krYnO2TKw).

**Taking delivery**

Once the assets are delivered, you can use the app to scan each asset's barcode into the database and take delivery. These actions will update the asset records with a serial number, a new status of **In Stock**, and a storage location.

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## To take delivery of an asset via the smartphone app

1. Open the app on your phone. Enter your **Tenant URL**, then tap **Continue**.
2. Log in to an account with the **Mobile Asset Manager** user role. The home screen displays. Tap **Scan Assets**.
3. On the resulting page, tap **Select Purchase Order and Line Item**.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/WkxZGfW0AZf5rtSkYwhR3_mobilepo.png" alt="App page for selecting a purchase order and line item or scanning an existing asset." position="flex-start" size="40" width="316" height="660" initialPath="Images/MobilePO.png" githubPath="ITAM Help/Images/MobilePO.png" showCaption="false" darkWidth="316" darkHeight="660" indent="1"}

4. On the Currently on Order page, search for the line item of this purchase order by entering key words into the search field. The purchase order information should automatically display. Tap the purchase order you want to view.
5. Scroll down the purchase order and tap **Purchase line items** to expand all line items associated with this order.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Hj1yFdrixV1bGJKysyty-_mobilelineitems.png" alt="App page for viewing all line items associated with a particular purchase order." position="flex-start" size="31" width="313" height="657" initialPath="Images/MobileLineItems.png" githubPath="ITAM Help/Images/MobileLineItems.png" showCaption="false" darkWidth="313" darkHeight="657" indent="1"}

6. Tap a line item, then scroll down and tap **Assets** to expand all assets associated with this line item.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/TaZKveu223xq34blXTr70_mobilepoassets.png" alt="App page for viewing all assets associated with a purchase order line item." position="flex-start" size="32" width="316" height="662" initialPath="Images/MobilePOAssets.png" githubPath="ITAM Help/Images/MobilePOAssets.png" showCaption="false" darkWidth="316" darkHeight="662" indent="1"}

7. Tap the check box of individual assets you want to scan (or tap **Select all**), then tap :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/ghpnff200JuGhlNwKW5ZP_verticaldotsicon9x15.png" alt="Vertical dots icon used to open a menu of available actions." caption size="10" width="9" height="15"}** > Scan Now** to open the barcode scanner.
8. Use the scanner to scan each barcode, then tap **Done & Scan Next** after each scan. Scanned assets with serial numbers will display in the lower half of the screen.
9. Once you're finished scanning, tap **Finish Scan**. If you get an error message indicating that a record can't be saved because the serial number already exists in the database, it's possible the barcode belongs to a different purchase order. In that case, simply tap **Re-Scan** to scan a different barcode.
10. To finish taking delivery for this purchase order, tap the check box of individual assets (or tap **Select all** to take delivery in bulk), then tap :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/ghpnff200JuGhlNwKW5ZP_verticaldotsicon9x15.png" alt="Vertical dots icon used to open a menu of available actions." caption size="10" width="9" height="15"}** > Take Delivery**. Select the asset **Condition**, the delivery **Location**, and the associated **Storage Space**. Click **OK**.

::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/MAnOJk723Ky0ARmDn9xbA_mobiletakedel.png" alt="App page for taking delivery of a purchase order." position="flex-start" size="31" width="314" height="667" initialPath="Images/MobileTakeDel.png" githubPath="ITAM Help/Images/MobileTakeDel.png" showCaption="false" darkWidth="314" darkHeight="667" indent="1"}

If the records were successfully updated, each asset will now have a serial number, a status of **In Stock**, and a storage location. The updates will display in the app, as well as in the workspaces for **Purchase Orders** and **Hardware Assets**. You may need to refresh the workspaces to see the updates.
:::

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## Handling Consumable Deliveries and Storage

:::hint{type="info"}
From release 2026.2, ITAM allows partial delivery of consumables to the same or different storage locations, assignment of quantities to specific storage spaces, and stock transfers between storage locations.
:::

1. Create Consumables
   - Open the **Products catalog** window.
   - Create required consumables and enter all mandatory details:
     - Name
     - Manufacturer
     - Model
     - SKU/Part number
     - Category
2. Create a Purchase Order (PO)

   ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/jyakrBzgnCylB098MqKL5_consumables-purchase-order.png" alt="Change Password dialog used to change your ITAM password or add an image next to your ITAM username." position="flex-start" size="100" width="1647" height="700" initialPath="Images/consumables-purchase-order.png" githubPath="ITAM Help/Images/consumables-purchase-order.png" showCaption="false" darkWidth="1647" darkHeight="700"}

   - Open the **Purchase Order** window and enter the following details:
     - Name
     - Vendor
     - Submitted By
     - Date Submitted
     - Cost
   - Click **Save**.
3. Under the **Line items** tab:
   - Click **New Consumable Purchase Line item**,
   - Enter the required quantity and cost per unit
   - Add this as a line item and click **Save**.
4. In the **Purchase Order** window, click **Submit**.

:::Paragraph{indent="2"}
The generated asset will appear under the **Asset** tab.
:::

5. Record Delivery via Invoice
   - Open the **Invoice** window, create an invoice for the delivery.
   - Refresh the window to attach the asset to the invoice.
6. Create a Shipment
   - Go to the **Shipments** tab, and click **New shipment**.
   - Enter required shipment details:
     - Shipper
     - Shipment number
     - Destination location
     - Destination storage space
7. Link the invoice to the shipment
   - Click **Add all Invoiced Assets**

:::Paragraph{indent="2"}
The **Consumables** tab has the assets.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Click **Link** to add the consumables
:::

8. Take Partial or Full Delivery.

   ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/T75FSpkJyNvI5RNrJ624x_consumables-shipment.png" alt="Change Password dialog used to change your ITAM password or add an image next to your ITAM username." position="flex-start" size="100" width="1596" height="685" initialPath="Images/consumables-shipment.png" githubPath="ITAM Help/Images/consumables-shipment.png" showCaption="false" darkWidth="1596" darkHeight="685"}

   - In the **Consumables** tab, select **Take Delivery**
   - Enter the required quantity to deliver and click **Ok**.

:::hint{type="info"}
When the quantity received is the total quantity available, take delivery button is grayed out.
:::

:::Paragraph{indent="1"}
The **Consumables** tab is updated with the quantity received and quantity remaining for the destination storage space.
:::

:::Paragraph{indent="1"}
The **Storage Space Transaction** tab in **Hardware Assets** window reflects the partial delivery details.
:::

9. To assign consumables for different storage location:
   - In the **Hardware Assets** window, and click **link** in **Storage space** tab.
   - Select required storage space and quantity then click **Save**.

:::Paragraph{indent="2"}
The **Storage Space Transaction** tab in **Hardware Assets** window reflects all the delivery details.
:::

10. To transfer or change storage location for assigned consumables:
    - In the **Hardware Assets** window, select the storage location to remove and click **unlink** in **Storage space** tab.
    - Click **link** and select new storage space and quantity then click **Save**.

:::hint{type="info"}
The **Consumables** tab in Invoice window and **Storage Space Transaction** tab in **Hardware Assets** window reflects the updated storage space. The unlinked storage location is removed from the details window.
:::
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