Receive a Purchase Order

Once a Purchase Order has been completed, you get to play the waiting game. The Purchase Order will sit patiently in your Purchase Orders Current section until the order arrives. Once the shipment comes in, it's essential that you update the purchase order so those new Inventory Products can be added to your Inventory List. This article will walk you through how to Receive a Purchase Order.

To receive a Purchase Order, follow the steps below:

  • Step 1 - From the Purchasing module, select the Purchase Orders Current section to view a list of all current Purchase Orders. Select the Purchase Order to be received by double-clicking on the row.
  • Step 2 - Change the Purchase Status field, select the "Received" status. 
  • Step 3 - Verify that the quantities received match the quantities ordered by entering each Inventory Product's received amount.  To do this, find the Received Qty column and enter each amount received.  (If you have Added a Unit of Measure, make sure to use the UOM of Inventory.)  At this time, you can also check the Total Due to verify you are being charged correctly for the Inventory Products, and you can adjust for sales and discounts.
  • Step 4 -  Click Save. The Inventory Products  on this Purchase Order have now been assigned an Inventory Lot  number and have officially been added to your list of Inventory Products, which means they can be sold directly or used in Production Orders  to make new Inventory Products. Woohoo!

Once saved, you can find this Purchase Order in the Purchase Orders History section, if you ever need to reference it again.